Syntax Research’s iShares Russell 1000 Value ETF IWD Stock Holding History

Syntax Research’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	$29.6K	Hold	122	–	–	0.02%	110
2026 Q1	$26.1K	Hold	122	–	–	0.02%	115
2025 Q4	$25.7K	Hold	122	–	–	0.02%	111
2025 Q3	$24.8K	Hold	122	–	–	0.02%	113
2025 Q2	$23.7K	Hold	122	–	–	0.02%	105
2025 Q1	$23K	Hold	122	–	–	0.02%	110
2024 Q4	$22.6K	Hold	122	–	–	0.02%	115
2024 Q3	$23.2K	Hold	122	–	–	0.02%	117
2024 Q2	$21.3K	Hold	122	–	–	0.02%	112
2024 Q1	$21.9K	Hold	122	–	–	0.02%	110
2023 Q4	$20.2K	Hold	122	–	–	0.02%	110
2023 Q3	$18.5K	Buy	+122	New	+$19.4K	0.02%	120

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Syntax Research's IWD Position: Q2 2026 in Review

Syntax Research held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 122 shares worth $29.6K. The position accounts for 0.02% of the portfolio, ranked #110.

Syntax Research first reported a position in IWD in Q3 2023 and has held it in 12 quarters since. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Syntax Research held 122 shares of iShares Russell 1000 Value ETF worth $29.6K as of Q2 2026.
Syntax Research left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.02% of Syntax Research's portfolio in Q2 2026, its #110 holding.
Syntax Research first reported a position in iShares Russell 1000 Value ETF in Q3 2023 and has held it in 12 quarters since.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Syntax Research's 13F filing for Q2 2026, filed 31 Jul 2026.