Vaughan David Investments’s iShares Russell 1000 Value ETF IWD Stock Holding History

Vaughan David Investments’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	$258K	Hold	1,063	–	–	0.01%	222
2026 Q1	$227K	Hold	1,063	–	–	﹤0.01%	221
2025 Q4	$224K	Hold	1,063	–	–	﹤0.01%	217
2025 Q3	$216K	Hold	1,063	–	–	﹤0.01%	222
2025 Q2	$206K	Hold	1,063	–	–	﹤0.01%	227
2025 Q1	$200K	Buy	+1,063	New	+$202K	﹤0.01%	212
2024 Q1	–	Sell	-1,467	Closed	-$242K	–	221
2023 Q4	$242K	Buy	+1,467	New	+$227K	0.01%	190

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

Vaughan David Investments's IWD Position: Q2 2026 in Review

Vaughan David Investments held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 1,063 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #222.

Vaughan David Investments first reported a position in IWD in Q4 2023 and has held it in 7 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Vaughan David Investments held 1,063 shares of iShares Russell 1000 Value ETF worth $258K as of Q2 2026.
Vaughan David Investments left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.01% of Vaughan David Investments's portfolio in Q2 2026, its #222 holding.
Vaughan David Investments first reported a position in iShares Russell 1000 Value ETF in Q4 2023 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 Vaughan David Investments's 13F filing for Q2 2026, filed 11 Aug 2026.