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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
Q2 		$6.8M Buy
28,070
+6,123
+28% +$1.43M 0.08% 212
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Vise Technologies's IWD Position: Q2 2026 in Review

Vise Technologies increased its iShares Russell 1000 Value ETF (IWD) stake by 28% in Q2 2026, buying an estimated $1.43M and bringing the position to 28,070 shares worth $6.8M. The position accounts for 0.08% of the portfolio, ranked #212.

Vise Technologies first reported a position in IWD in Q3 2023 and has held it in 11 quarters since. 1,981 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Vise Technologies held 28,070 shares of iShares Russell 1000 Value ETF worth $6.8M as of Q2 2026.
  • Vise Technologies bought 6,123 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $1.43M.
  • iShares Russell 1000 Value ETF made up 0.08% of Vise Technologies's portfolio in Q2 2026, its #212 holding.
  • Vise Technologies first reported a position in iShares Russell 1000 Value ETF in Q3 2023 and has held it in 11 quarters since.
  • 1,981 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.