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SVB Wealth’s iShares Russell 1000 Value ETF IWD Stock Holding History

SVB Wealth’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$425K Hold
1,754
– – 0.03% 285
2026
Q1 		$375K Sell
1,754
-550
-24% -$120K 0.02% 295
2025
Q4 		$485K Hold
2,304
– – 0.03% 282
2025
Q3 		$469K Sell
2,304
-857
-27% -$170K 0.03% 300
2025
Q2 		$614K Buy
+3,161
New +$585K 0.03% 276
2025
Q1 		– Sell
-22,018
Closed -$4.08M – 1638
2024
Q4 		$4.08M Buy
+22,018
New +$4.22M 0.08% 155
2024
Q3 		– Sell
-22,667
Closed -$3.95M – 316
2024
Q2 		$3.95M Sell
22,667
-4,739
-17% -$829K 0.1% 167
2024
Q1 		$4.91M Sell
27,406
-17,917
-40% -$3.03M 0.11% 168
2023
Q4 		$7.49M Sell
45,323
-4,308
-9% -$665K 0.18% 128
2023
Q3 		$7.53M Sell
49,631
-14,629
-23% -$2.32M 0.17% 124
2023
Q2 		$10.1M Sell
64,260
-6,125
-9% -$936K 0.18% 115
2023
Q1 		$10.7M Sell
70,385
-3,113
-4% -$481K 0.15% 119
2022
Q4 		$11.1M Buy
73,498
+9,905
+16% +$1.48M 0.15% 115
2022
Q3 		$8.65M Buy
63,593
+6,308
+11% +$948K 0.13% 126
2022
Q2 		$8.3M Buy
57,285
+7,949
+16% +$1.24M 0.13% 115
2022
Q1 		$8.19M Sell
49,336
-1,798
-4% -$295K 0.11% 125
2021
Q4 		$8.59M Buy
51,134
+1,428
+3% +$234K 0.14% 113
2021
Q3 		$7.78M Sell
49,706
-13,598
-21% -$2.18M 0.1% 134
2021
Q2 		$10M Buy
63,304
+11,568
+22% +$1.83M 0.13% 116
2021
Q1 		$7.84M Sell
51,736
-4,410
-8% -$638K 0.11% 129
2020
Q4 		$7.68M Sell
56,146
-4,551
-7% -$584K 0.11% 128
2020
Q3 		$7.17M Buy
60,697
+5,792
+11% +$687K 0.12% 119
2020
Q2 		$6.18M Sell
54,905
-1,891,530
-97% -$208M 0.11% 118
2020
Q1 		$193M Sell
1,946,435
-368,572
-16% -$45.9M 4.69% 3
2019
Q4 		$316M Sell
2,315,007
-17,985
-0.8% -$2.37M 5.75% 3
2019
Q3 		$299M Buy
2,332,992
+2,298,533
+6,670% +$292M 5.96% 3
2019
Q2 		$4.38M Buy
+34,459
New +$4.31M 0.15% 139

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

SVB Wealth's IWD Position: Q2 2026 in Review

SVB Wealth held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 1,754 shares worth $425K. The position accounts for 0.03% of the portfolio, ranked #285.

SVB Wealth first reported a position in IWD in Q2 2019 and has held it in 27 quarters since. The position peaked at $316M in Q4 2019. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • SVB Wealth held 1,754 shares of iShares Russell 1000 Value ETF worth $425K as of Q2 2026.
  • SVB Wealth left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Value ETF made up 0.03% of SVB Wealth's portfolio in Q2 2026, its #285 holding.
  • SVB Wealth first reported a position in iShares Russell 1000 Value ETF in Q2 2019 and has held it in 27 quarters since.
  • SVB Wealth's iShares Russell 1000 Value ETF position peaked at $316M in Q4 2019.
  • 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.