Vanguard Personalized Indexing Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Vanguard Personalized Indexing 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	$1.06M	Buy	4,966 +3,411	+219%	+$747K	0.01%	900
2025 Q4	$327K	Sell	1,555 -272	-15%	-$56.2K	﹤0.01%	1470
2025 Q3	$372K	Sell	1,827 -399	-18%	-$79.4K	﹤0.01%	1381
2025 Q2	$432K	Buy	2,226 +739	+50%	+$137K	﹤0.01%	1271
2025 Q1	$280K	Buy	+1,487	New	+$283K	﹤0.01%	1369
2023 Q2	–	Sell	-1,586	Closed	-$241K	–	1500
2023 Q1	$241K	Hold	1,586	–	–	0.01%	1228
2022 Q4	$241K	Sell	1,586 -5	-0.3%	-$748	0.01%	1062
2022 Q3	$216K	Hold	1,591	–	–	0.01%	1081
2022 Q2	$231K	Buy	1,591 +5	+0.3%	+$782	0.01%	1078
2022 Q1	$263K	Sell	1,586 -102	-6%	-$16.8K	0.01%	1035
2021 Q4	$283K	Buy	+1,688	New	+$277K	0.02%	884

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

Vanguard Personalized Indexing Management's IWD Position: Q1 2026 in Review

Vanguard Personalized Indexing Management increased its iShares Russell 1000 Value ETF (IWD) stake by 219% in Q1 2026, buying an estimated $747K and bringing the position to 4,966 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #900.

Vanguard Personalized Indexing Management first reported a position in IWD in Q4 2021 and has held it in 11 quarters since. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Vanguard Personalized Indexing Management held 4,966 shares of iShares Russell 1000 Value ETF worth $1.06M as of Q1 2026.
Vanguard Personalized Indexing Management bought 3,411 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $747K.
iShares Russell 1000 Value ETF made up 0.01% of Vanguard Personalized Indexing Management's portfolio in Q1 2026, its #900 holding.
Vanguard Personalized Indexing Management first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and has held it in 11 quarters since.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2026, filed 14 May 2026.