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

Vision Capital Management’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 Q3	$238K	Hold	958	–	–	0.03%	139
2026 Q2	$232K	Hold	958	–	–	0.03%	143
2026 Q1	$205K	Hold	958	–	–	0.03%	146
2025 Q4	$202K	Buy	+958	New	+$198K	0.02%	146
2015 Q2	–	Sell	-3,435	Closed	-$354K	–	68
2015 Q1	$354K	Buy	+3,435	New	+$356K	0.05%	54
2014 Q4	–	Sell	-2,910	Closed	-$291K	–	60
2014 Q3	$291K	Buy	+2,910	New	+$295K	0.04%	53

Other funds holding IWD

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

71 West Capital Partners Boston, Massachusetts $3.06B AUM 23.06% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Vision Capital Management's IWD Position: Q3 2026 in Review

Vision Capital Management held its iShares Russell 1000 Value ETF (IWD) position steady in Q3 2026 at 958 shares worth $238K. The position accounts for 0.03% of the portfolio, ranked #139.

Vision Capital Management first reported a position in IWD in Q3 2014 and has held it in 6 quarters since. The position peaked at $354K in Q1 2015. 1,363 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

Vision Capital Management held 958 shares of iShares Russell 1000 Value ETF worth $238K as of Q3 2026.
Vision Capital Management left its iShares Russell 1000 Value ETF share count unchanged in Q3 2026.
iShares Russell 1000 Value ETF made up 0.03% of Vision Capital Management's portfolio in Q3 2026, its #139 holding.
Vision Capital Management first reported a position in iShares Russell 1000 Value ETF in Q3 2014 and has held it in 6 quarters since.
Vision Capital Management's iShares Russell 1000 Value ETF position peaked at $354K in Q1 2015.
1,363 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Vision Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.