Thompson Investment Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Thompson Investment Management’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	$364K	Hold	1,500	–	–	0.04%	156
2026 Q1	$321K	Hold	1,500	–	–	0.04%	153
2025 Q4	$316K	Hold	1,500	–	–	0.04%	150
2025 Q3	$305K	Hold	1,500	–	–	0.04%	152
2025 Q2	$291K	Hold	1,500	–	–	0.04%	155
2025 Q1	$282K	Hold	1,500	–	–	0.04%	154
2024 Q4	$278K	Buy	+1,500	New	+$288K	0.04%	159

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

Thompson Investment Management's IWD Position: Q2 2026 in Review

Thompson Investment Management held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 1,500 shares worth $364K. The position accounts for 0.04% of the portfolio, ranked #156.

Thompson Investment Management first reported a position in IWD in Q4 2024 and has held it in 7 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Thompson Investment Management held 1,500 shares of iShares Russell 1000 Value ETF worth $364K as of Q2 2026.
Thompson Investment Management left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.04% of Thompson Investment Management's portfolio in Q2 2026, its #156 holding.
Thompson Investment Management first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 7 quarters since.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Thompson Investment Management's 13F filing for Q2 2026, filed 13 Jul 2026.