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

Truvestments Capital’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	$21.4K	Hold	100	–	–	﹤0.01%	626
2025 Q4	$21K	Hold	100	–	–	﹤0.01%	583
2025 Q3	$20.4K	Hold	100	–	–	﹤0.01%	599
2025 Q2	$19.4K	Sell	100 -31	-24%	-$5.74K	﹤0.01%	542
2025 Q1	$24.6K	Buy	+131	New	+$24.9K	0.01%	515
2024 Q2	–	Sell	-73	Closed	-$13.1K	–	457
2024 Q1	$13.1K	Buy	+73	New	+$12.4K	0.01%	478
2021 Q2	–	Sell	-64	Closed	-$10K	–	659
2021 Q1	$10K	Hold	64	–	–	0.01%	437
2020 Q4	$8K	Buy	+64	New	+$8.21K	0.01%	455
2020 Q3	–	Sell	-63	Closed	-$7K	–	431
2020 Q2	$7K	Buy	+63	New	+$6.93K	0.01%	422
2019 Q2	–	Sell	-86	Closed	-$11K	–	746
2019 Q1	$11K	Buy	+86	New	+$10.3K	0.01%	504

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Truvestments Capital's IWD Position: Q1 2026 in Review

Truvestments Capital held its iShares Russell 1000 Value ETF (IWD) position steady in Q1 2026 at 100 shares worth $21.4K. The position accounts for ﹤0.01% of the portfolio, ranked #626.

Truvestments Capital first reported a position in IWD in Q1 2019 and has held it in 10 quarters since. The position peaked at $24.6K in Q1 2025. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Truvestments Capital held 100 shares of iShares Russell 1000 Value ETF worth $21.4K as of Q1 2026.
Truvestments Capital left its iShares Russell 1000 Value ETF share count unchanged in Q1 2026.
iShares Russell 1000 Value ETF made up ﹤0.01% of Truvestments Capital's portfolio in Q1 2026, its #626 holding.
Truvestments Capital first reported a position in iShares Russell 1000 Value ETF in Q1 2019 and has held it in 10 quarters since.
Truvestments Capital's iShares Russell 1000 Value ETF position peaked at $24.6K in Q1 2025.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Truvestments Capital's 13F filing for Q1 2026, filed 13 May 2026.