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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Vestor Capital's IWD Position: Q1 2026 in Review

Vestor Capital reduced its iShares Russell 1000 Value ETF (IWD) stake by 54% in Q1 2026, selling an estimated $193K and leaving 750 shares worth $160K. The position accounts for 0.01% of the portfolio, ranked #163.

Vestor Capital first reported a position in IWD in Q2 2017 and has held it in 22 quarters since. The position peaked at $398K in Q2 2023. 1,898 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Vestor Capital held 750 shares of iShares Russell 1000 Value ETF worth $160K as of Q1 2026.
  • Vestor Capital sold 880 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $193K.
  • iShares Russell 1000 Value ETF made up 0.01% of Vestor Capital's portfolio in Q1 2026, its #163 holding.
  • Vestor Capital first reported a position in iShares Russell 1000 Value ETF in Q2 2017 and has held it in 22 quarters since.
  • Vestor Capital's iShares Russell 1000 Value ETF position peaked at $398K in Q2 2023.
  • 1,898 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Vestor Capital's 13F filing for Q1 2026, filed 21 May 2026.