Voisard Asset Management Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Voisard Asset Management Group’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	$264K	Buy	1,090 +92	+9%	+$21.4K	0.05%	98
2026 Q1	$213K	Hold	998	–	–	0.05%	97
2025 Q4	$210K	Hold	998	–	–	0.05%	95
2025 Q3	$203K	Buy	+998	New	+$199K	0.05%	94
2024 Q4	–	Sell	-998	Closed	-$189K	–	372
2024 Q3	$189K	Hold	998	–	–	0.08%	91
2024 Q2	$174K	Buy	998 +13	+1%	+$2.27K	0.09%	66
2024 Q1	$176K	Hold	985	–	–	0.1%	56
2023 Q4	$163K	Buy	+985	New	+$152K	0.1%	58

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Voisard Asset Management Group's IWD Position: Q2 2026 in Review

Voisard Asset Management Group increased its iShares Russell 1000 Value ETF (IWD) stake by 9.2% in Q2 2026, buying an estimated $21.4K and bringing the position to 1,090 shares worth $264K. The position accounts for 0.05% of the portfolio, ranked #98.

Voisard Asset Management Group first reported a position in IWD in Q4 2023 and has held it in 8 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Voisard Asset Management Group held 1,090 shares of iShares Russell 1000 Value ETF worth $264K as of Q2 2026.
Voisard Asset Management Group bought 92 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $21.4K.
iShares Russell 1000 Value ETF made up 0.05% of Voisard Asset Management Group's portfolio in Q2 2026, its #98 holding.
Voisard Asset Management Group first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 8 quarters since.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Voisard Asset Management Group's 13F filing for Q2 2026, filed 13 Jul 2026.