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Watchman Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Watchman 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 		$329K Sell
1,357
-40
-3% -$9.32K 0.07% 64
2026
Q1 		$298K Sell
1,397
-161
-10% -$35.3K 0.07% 65
2025
Q4 		$328K Hold
1,558
– – 0.08% 67
2025
Q3 		$317K Hold
1,558
– – 0.08% 71
2025
Q2 		$303K Hold
1,558
– – 0.08% 68
2025
Q1 		$293K Sell
1,558
-102
-6% -$19.4K 0.08% 74
2024
Q4 		$307K Hold
1,660
– – 0.08% 69
2024
Q3 		$315K Sell
1,660
-328
-16% -$59.8K 0.08% 69
2024
Q2 		$347K Sell
1,988
-216
-10% -$37.8K 0.11% 67
2024
Q1 		$395K Sell
2,204
-1,248
-36% -$211K 0.12% 64
2023
Q4 		$570K Sell
3,452
-1,094
-24% -$169K 0.19% 60
2023
Q3 		$690K Sell
4,546
-281
-6% -$44.6K 0.29% 49
2023
Q2 		$762K Sell
4,827
-1,410
-23% -$216K 0.38% 43
2023
Q1 		$950K Sell
6,237
-500
-7% -$77.2K 0.5% 42
2022
Q4 		$1.02M Sell
6,737
-1,910
-22% -$286K 0.56% 42
2022
Q3 		$1.18M Sell
8,647
-800
-8% -$120K 0.74% 41
2022
Q2 		$1.37M Hold
9,447
– – 0.84% 44
2022
Q1 		$1.57M Sell
9,447
-160
-2% -$26.3K 0.93% 44
2021
Q4 		$1.61M Sell
9,607
-50
-0.5% -$8.19K 0.85% 48
2021
Q3 		$1.51M Sell
9,657
-510
-5% -$81.8K 0.97% 47
2021
Q2 		$1.61M Sell
10,167
-100
-1% -$15.8K 0.94% 49
2021
Q1 		$1.56M Hold
10,267
– – 0.96% 49
2020
Q4 		$1.4M Sell
10,267
-345
-3% -$44.3K 0.93% 48
2020
Q3 		$1.25M Sell
10,612
-2,698
-20% -$320K 0.93% 49
2020
Q2 		$1.5M Buy
13,310
+11,260
+549% +$1.24M 1.24% 40
2020
Q1 		$203K Buy
+2,050
New +$256K 0.21% 71

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 22.96% 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

Watchman Group's IWD Position: Q2 2026 in Review

Watchman Group reduced its iShares Russell 1000 Value ETF (IWD) stake by 2.9% in Q2 2026, selling an estimated $9.32K and leaving 1,357 shares worth $329K. The position accounts for 0.07% of the portfolio, ranked #64.

Watchman Group first reported a position in IWD in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.61M in Q4 2021. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Watchman Group held 1,357 shares of iShares Russell 1000 Value ETF worth $329K as of Q2 2026.
  • Watchman Group sold 40 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $9.32K.
  • iShares Russell 1000 Value ETF made up 0.07% of Watchman Group's portfolio in Q2 2026, its #64 holding.
  • Watchman Group first reported a position in iShares Russell 1000 Value ETF in Q1 2020 and has held it in 26 quarters since.
  • Watchman Group's iShares Russell 1000 Value ETF position peaked at $1.61M in Q4 2021.
  • 1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Watchman Group's 13F filing for Q2 2026, filed 27 Jul 2026.