Vise Technologies’s iShares Russell 1000 Value ETF IWD Stock Holding History

Vise Technologies’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	$4.62M	Hold	21,947	–	–	0.09%	181
2025 Q4	$4.62M	Buy	21,947 +14,978	+215%	+$3.09M	0.09%	182
2025 Q3	$1.42M	Sell	6,969 -6,410	-48%	-$1.28M	0.05%	337
2025 Q2	$2.6M	Buy	+13,379	New	+$2.48M	0.11%	201
2024 Q4	$2.22M	Buy	12,002 +9,930	+479%	+$1.9M	0.19%	121
2024 Q3	$393K	Sell	2,072 -270	-12%	-$49.2K	0.05%	365
2024 Q2	$409K	Buy	2,342 +304	+15%	+$53.2K	0.07%	263
2024 Q1	$365K	Buy	2,038 +543	+36%	+$91.9K	0.07%	254
2023 Q4	$247K	Sell	1,495 -1	-0.1%	-$154	0.05%	306
2023 Q3	$227K	Buy	+1,496	New	+$237K	0.06%	294

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

Vise Technologies's IWD Position: Q1 2026 in Review

Vise Technologies held its iShares Russell 1000 Value ETF (IWD) position steady in Q1 2026 at 21,947 shares worth $4.62M. The position accounts for 0.09% of the portfolio, ranked #181.

Vise Technologies first reported a position in IWD in Q3 2023 and has held it in 10 quarters since. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Vise Technologies held 21,947 shares of iShares Russell 1000 Value ETF worth $4.62M as of Q1 2026.
Vise Technologies left its iShares Russell 1000 Value ETF share count unchanged in Q1 2026.
iShares Russell 1000 Value ETF made up 0.09% of Vise Technologies's portfolio in Q1 2026, its #181 holding.
Vise Technologies first reported a position in iShares Russell 1000 Value ETF in Q3 2023 and has held it in 10 quarters since.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.