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Towercrest Capital Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Towercrest Capital 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
Q1 		$477K Hold
2,235
– – 0.07% 71
2025
Q4 		$470K Hold
2,235
– – 0.07% 70
2025
Q3 		$455K Hold
2,235
– – 0.07% 71
2025
Q2 		$434K Sell
2,235
-113
-5% -$20.9K 0.08% 68
2025
Q1 		$442K Sell
2,348
-405
-15% -$77.1K 0.08% 67
2024
Q4 		$510K Sell
2,753
-340
-11% -$65.2K 0.08% 68
2024
Q3 		$587K Hold
3,093
– – 0.09% 64
2024
Q2 		$540K Sell
3,093
-30
-1% -$5.25K 0.09% 69
2024
Q1 		$559K Sell
3,123
-297
-9% -$50.3K 0.09% 64
2023
Q4 		$565K Sell
3,420
-443
-11% -$68.4K 0.1% 61
2023
Q3 		$586K Buy
3,863
+126
+3% +$20K 0.11% 56
2023
Q2 		$590K Buy
3,737
+601
+19% +$91.9K 0.11% 56
2023
Q1 		$477K Hold
3,136
– – 0.1% 60
2022
Q4 		$476K Hold
3,136
– – 0.11% 60
2022
Q3 		$426K Hold
3,136
– – 0.1% 60
2022
Q2 		$455K Sell
3,136
-132
-4% -$20.6K 0.1% 58
2022
Q1 		$542K Hold
3,268
– – 0.11% 60
2021
Q4 		$549K Hold
3,268
– – 0.1% 57
2021
Q3 		$511K Buy
3,268
+143
+5% +$22.9K 0.1% 60
2021
Q2 		$496K Sell
3,125
-114
-4% -$18K 0.1% 58
2021
Q1 		$491K Buy
3,239
+249
+8% +$36K 0.11% 57
2020
Q4 		$409K Hold
2,990
– – 0.09% 60
2020
Q3 		$353K Sell
2,990
-125
-4% -$14.8K 0.09% 60
2020
Q2 		$351K Buy
3,115
+364
+13% +$40K 0.09% 62
2020
Q1 		$273K Buy
2,751
+153
+6% +$19.1K 0.08% 66
2019
Q4 		$355K Hold
2,598
– – 0.09% 61
2019
Q3 		$333K Hold
2,598
– – 0.09% 56
2019
Q2 		$330K Hold
2,598
– – 0.09% 56
2019
Q1 		$320K Hold
2,598
– – 0.09% 56
2018
Q4 		$289K Hold
2,598
– – 0.09% 55
2018
Q3 		$329K Hold
2,598
– – 0.1% 60
2018
Q2 		$315K Buy
+2,598
New +$316K 0.1% 66

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Towercrest Capital Management's IWD Position: Q1 2026 in Review

Towercrest Capital Management held its iShares Russell 1000 Value ETF (IWD) position steady in Q1 2026 at 2,235 shares worth $477K. The position accounts for 0.07% of the portfolio, ranked #71.

Towercrest Capital Management first reported a position in IWD in Q2 2018 and has held it in 32 quarters since. The position peaked at $590K in Q2 2023. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Towercrest Capital Management held 2,235 shares of iShares Russell 1000 Value ETF worth $477K as of Q1 2026.
  • Towercrest Capital Management left its iShares Russell 1000 Value ETF share count unchanged in Q1 2026.
  • iShares Russell 1000 Value ETF made up 0.07% of Towercrest Capital Management's portfolio in Q1 2026, its #71 holding.
  • Towercrest Capital Management first reported a position in iShares Russell 1000 Value ETF in Q2 2018 and has held it in 32 quarters since.
  • Towercrest Capital Management's iShares Russell 1000 Value ETF position peaked at $590K in Q2 2023.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Towercrest Capital Management's 13F filing for Q1 2026, filed 1 May 2026.