Twin Focus Capital Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Twin Focus Capital Partners’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	$3.93M	Buy	16,206 +263	+2%	+$61.3K	0.4%	52
2026 Q1	$3.41M	Hold	15,943	–	–	0.39%	51
2025 Q4	$3.35M	Hold	15,943	–	–	0.39%	51
2025 Q3	$3.25M	Hold	15,943	–	–	0.41%	48
2025 Q2	$3.1M	Hold	15,943	–	–	0.43%	48
2025 Q1	$3M	Hold	15,943	–	–	0.47%	48
2024 Q4	$2.95M	Sell	15,943 -2,433	-13%	-$467K	0.44%	48
2024 Q3	$3.49M	Sell	18,376 -2,456	-12%	-$447K	0.55%	40
2024 Q2	$3.63M	Hold	20,832	–	–	0.58%	42
2024 Q1	$3.73M	Hold	20,832	–	–	0.71%	37
2023 Q4	$3.44M	Hold	20,832	–	–	0.7%	39
2023 Q3	$3.16M	Hold	20,832	–	–	0.71%	40
2023 Q2	$3.29M	Hold	20,832	–	–	0.66%	39
2023 Q1	$3.17M	Sell	20,832 -3,514	-14%	-$543K	0.63%	42
2022 Q4	$3.69M	Sell	24,346 -1,200	-5%	-$180K	0.77%	41
2022 Q3	$3.47M	Hold	25,546	–	–	0.84%	37
2022 Q2	$3.7M	Sell	25,546 -8,060	-24%	-$1.26M	0.83%	36
2022 Q1	$5.58M	Hold	33,606	–	–	1.08%	27
2021 Q4	$5.64M	Buy	33,606 +783	+2%	+$128K	1.13%	24
2021 Q3	$5.14M	Hold	32,823	–	–	1.2%	22
2021 Q2	$5.21M	Buy	+32,823	New	+$5.2M	1.2%	23
2020 Q1	–	Sell	-10,693	Closed	-$1.46M	–	186
2019 Q4	$1.46M	Buy	+10,693	New	+$1.41M	0.47%	38
2014 Q4	–	Sell	-4,938	Closed	-$494K	–	120
2014 Q3	$494K	Hold	4,938	–	–	0.49%	39
2014 Q2	$500K	Hold	4,938	–	–	0.56%	38
2014 Q1	$477K	Hold	4,938	–	–	0.57%	37
2013 Q4	$465K	Buy	4,938 +419	+9%	+$38K	0.46%	36
2013 Q3	$390K	Buy	4,519 +1,422	+46%	+$123K	0.37%	39
2013 Q2	$259K	Buy	+3,097	New	+$258K	0.27%	61

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

Twin Focus Capital Partners's IWD Position: Q2 2026 in Review

Twin Focus Capital Partners increased its iShares Russell 1000 Value ETF (IWD) stake by 1.6% in Q2 2026, buying an estimated $61.3K and bringing the position to 16,206 shares worth $3.93M. The position accounts for 0.4% of the portfolio, ranked #52.

Twin Focus Capital Partners first reported a position in IWD in Q2 2013 and has held it in 28 quarters since. The position peaked at $5.64M in Q4 2021. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Twin Focus Capital Partners held 16,206 shares of iShares Russell 1000 Value ETF worth $3.93M as of Q2 2026.
Twin Focus Capital Partners bought 263 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $61.3K.
iShares Russell 1000 Value ETF made up 0.4% of Twin Focus Capital Partners's portfolio in Q2 2026, its #52 holding.
Twin Focus Capital Partners first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 28 quarters since.
Twin Focus Capital Partners's iShares Russell 1000 Value ETF position peaked at $5.64M in Q4 2021.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Twin Focus Capital Partners's 13F filing for Q2 2026, filed 28 Jul 2026.