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

Vestor 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 Q2	$316K	Buy	5,911 +5,161	+688%	+$1.2M	0.02%	137
2026 Q1	$160K	Sell	750 -880	-54%	-$193K	0.01%	163
2025 Q4	$139K	Buy	1,630 +971	+147%	+$201K	0.01%	157
2025 Q3	$134K	Sell	659 -11,274	-94%	-$2.24M	0.01%	179
2025 Q2	$289K	Buy	11,933 +11,274	+1,711%	+$2.09M	0.02%	122
2025 Q1	$124K	Sell	659 -7	-1%	-$1.33K	0.01%	171
2024 Q4	$123K	Hold	666	–	–	0.01%	187
2024 Q3	$126K	Hold	666	–	–	0.01%	162
2024 Q2	$116K	Buy	666 +1	+0.2%	+$175	0.01%	167
2024 Q1	$119K	Sell	665 -269	-29%	-$45.5K	0.01%	175
2023 Q4	$154K	Sell	934 -1,001	-52%	-$155K	0.01%	138
2023 Q3	$294K	Sell	1,935 -586	-23%	-$92.9K	0.03%	110
2023 Q2	$398K	Buy	2,521 +2,038	+422%	+$312K	0.04%	102
2023 Q1	$74K	Buy	483 +169	+54%	+$26.1K	0.01%	185
2022 Q4	$48K	Buy	+314	New	+$47K	0.01%	225
2019 Q4	–	Sell	-344	Closed	-$44K	–	166
2019 Q3	$44K	Hold	344	–	–	0.01%	129
2019 Q2	$44K	Hold	344	–	–	0.01%	124
2019 Q1	$42K	Buy	+344	New	+$41.3K	0.01%	140
2018 Q4	–	Sell	-344	Closed	-$44K	–	119
2018 Q3	$44K	Hold	344	–	–	0.01%	109
2018 Q2	$42K	Hold	344	–	–	0.01%	116
2018 Q1	$41K	Hold	344	–	–	0.01%	117
2017 Q4	$43K	Buy	+344	New	+$41.7K	0.01%	113
2017 Q3	–	Sell	-1,128	Closed	-$131K	–	122
2017 Q2	$131K	Buy	+1,128	New	+$130K	0.03%	88

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

Vestor Capital's IWD Position: Q2 2026 in Review

Vestor Capital increased its iShares Russell 1000 Value ETF (IWD) stake by 688% in Q2 2026, buying an estimated $1.2M and bringing the position to 5,911 shares worth $316K. The position accounts for 0.02% of the portfolio, ranked #137.

Vestor Capital first reported a position in IWD in Q2 2017 and has held it in 23 quarters since. The position peaked at $398K in Q2 2023. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Vestor Capital held 5,911 shares of iShares Russell 1000 Value ETF worth $316K as of Q2 2026.
Vestor Capital bought 5,161 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $1.2M.
iShares Russell 1000 Value ETF made up 0.02% of Vestor Capital's portfolio in Q2 2026, its #137 holding.
Vestor Capital first reported a position in iShares Russell 1000 Value ETF in Q2 2017 and has held it in 23 quarters since.
Vestor Capital's iShares Russell 1000 Value ETF position peaked at $398K in Q2 2023.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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