Vestmark Advisory Solutions’s iShares Russell 1000 Value ETF IWD Stock Holding History

Vestmark Advisory Solutions’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	$6.54M	Sell	30,626 -3,923	-11%	-$859K	0.07%	281
2025 Q4	$7.27M	Buy	34,549 +15,078	+77%	+$3.11M	0.1%	217
2025 Q3	$3.96M	Buy	19,471 +12,516	+180%	+$2.49M	0.08%	262
2025 Q2	$1.35M	Buy	+6,955	New	+$1.29M	0.02%	446
2025 Q1	–	Sell	-9,845	Closed	-$1.82M	–	649
2024 Q4	$1.82M	Buy	+9,845	New	+$1.89M	0.06%	272
2024 Q1	–	Sell	-3,277	Closed	-$542K	–	543
2023 Q4	$542K	Buy	+3,277	New	+$506K	0.03%	339
2023 Q3	–	Sell	-2,536	Closed	-$400K	–	661
2023 Q2	$400K	Buy	2,536 +425	+20%	+$65K	0.02%	637
2023 Q1	$321K	Sell	2,111 -20,590	-91%	-$3.18M	0.01%	682
2022 Q4	$3.44M	Buy	22,701 +4,719	+26%	+$706K	0.17%	169
2022 Q3	$2.44M	Buy	17,982 +14,013	+353%	+$2.11M	0.14%	210
2022 Q2	$575K	Buy	3,969 +1,021	+35%	+$160K	0.03%	511
2022 Q1	$489K	Sell	2,948 -12,321	-81%	-$2.02M	0.03%	539
2021 Q4	$2.56M	Buy	15,269 +13,066	+593%	+$2.14M	0.14%	172
2021 Q3	$345K	Buy	2,203 +505	+30%	+$81K	0.02%	617
2021 Q2	$269K	Buy	+1,698	New	+$269K	0.02%	664
2021 Q1	–	Sell	-6,453	Closed	-$882K	–	733
2020 Q4	$882K	Buy	+6,453	New	+$828K	0.1%	262
2020 Q2	–	Sell	-13,366	Closed	-$1.33M	–	545
2020 Q1	$1.33M	Buy	+13,366	New	+$1.67M	0.26%	116

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

Vestmark Advisory Solutions's IWD Position: Q1 2026 in Review

Vestmark Advisory Solutions reduced its iShares Russell 1000 Value ETF (IWD) stake by 11% in Q1 2026, selling an estimated $859K and leaving 30,626 shares worth $6.54M. The position accounts for 0.07% of the portfolio, ranked #281.

Vestmark Advisory Solutions first reported a position in IWD in Q1 2020 and has held it in 17 quarters since. The position peaked at $7.27M in Q4 2025. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Vestmark Advisory Solutions held 30,626 shares of iShares Russell 1000 Value ETF worth $6.54M as of Q1 2026.
Vestmark Advisory Solutions sold 3,923 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $859K.
iShares Russell 1000 Value ETF made up 0.07% of Vestmark Advisory Solutions's portfolio in Q1 2026, its #281 holding.
Vestmark Advisory Solutions first reported a position in iShares Russell 1000 Value ETF in Q1 2020 and has held it in 17 quarters since.
Vestmark Advisory Solutions's iShares Russell 1000 Value ETF position peaked at $7.27M in Q4 2025.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.