Vision Capital Management’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
Other funds holding IWD
Vision Capital Management's IWD Position: Q1 2026 in Review
Vision Capital Management held its iShares Russell 1000 Value ETF (IWD) position steady in Q1 2026 at 958 shares worth $205K. The position accounts for 0.03% of the portfolio, ranked #146.
Vision Capital Management first reported a position in IWD in Q3 2014 and has held it in 4 quarters since. The position peaked at $354K in Q1 2015. 1,900 funds tracked by Wall St. Rank hold IWD as of Q1 2026.
- Vision Capital Management held 958 shares of iShares Russell 1000 Value ETF worth $205K as of Q1 2026.
- Vision Capital Management left its iShares Russell 1000 Value ETF share count unchanged in Q1 2026.
- iShares Russell 1000 Value ETF made up 0.03% of Vision Capital Management's portfolio in Q1 2026, its #146 holding.
- Vision Capital Management first reported a position in iShares Russell 1000 Value ETF in Q3 2014 and has held it in 4 quarters since.
- Vision Capital Management's iShares Russell 1000 Value ETF position peaked at $354K in Q1 2015.
- 1,900 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.
Based on Vision Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.