WIC
IWD icon

Whitegate Investment Counselors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Whitegate Investment Counselors’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
Q1 		$1.29M Sell
6,030
-350
-5% -$76.6K 0.41% 34
2025
Q4 		$1.34M Sell
6,380
-99
-2% -$20.4K 0.42% 34
2025
Q3 		$1.32M Sell
6,479
-150
-2% -$29.8K 0.43% 34
2025
Q2 		$1.29M Hold
6,629
– – 0.44% 34
2025
Q1 		$1.25M Sell
6,629
-224
-3% -$42.7K 0.44% 33
2024
Q4 		$1.27M Hold
6,853
– – 0.43% 33
2024
Q3 		$1.3M Sell
6,853
-170
-2% -$31K 0.35% 35
2024
Q2 		$1.23M Sell
7,023
-137
-2% -$24K 0.35% 34
2024
Q1 		$1.28M Hold
7,160
– – 0.36% 34
2023
Q4 		$1.18M Sell
7,160
-5
-0.1% -$772 0.36% 34
2023
Q3 		$1.09M Buy
7,165
+100
+1% +$15.9K 0.36% 33
2023
Q2 		$1.12M Hold
7,065
– – 0.37% 34
2023
Q1 		$1.08M Hold
7,065
– – 0.35% 37
2022
Q4 		$1.07M Hold
7,065
– – 0.37% 37
2022
Q3 		$961K Hold
7,065
– – 0.36% 36
2022
Q2 		$1.02M Hold
7,065
– – 0.37% 36
2022
Q1 		$1.17M Hold
7,065
– – 0.36% 34
2021
Q4 		$1.19M Sell
7,065
-122
-2% -$20K 0.35% 33
2021
Q3 		$1.13M Hold
7,187
– – 0.16% 114
2021
Q2 		$1.14M Hold
7,187
– – 0.16% 111
2021
Q1 		$1.09M Sell
7,187
-13,297
-65% -$1.92M 0.17% 106
2020
Q4 		$2.8M Buy
20,484
+279
+1% +$35.8K 0.45% 61
2020
Q3 		$2.39M Sell
20,205
-5,120
-20% -$607K 0.44% 63
2020
Q2 		$2.85M Buy
25,325
+1,302
+5% +$143K 0.57% 55
2020
Q1 		$2.38M Hold
24,023
– – 0.58% 60
2019
Q4 		$3.28M Buy
24,023
+266
+1% +$35.1K 0.6% 60
2019
Q3 		$3.05M Hold
23,757
– – 0.6% 62
2019
Q2 		$3.02M Buy
23,757
+226
+1% +$28.3K 0.61% 62
2019
Q1 		$2.91M Buy
23,531
+95
+0.4% +$11.4K 0.6% 62
2018
Q4 		$2.6M Buy
23,436
+244
+1% +$29.2K 0.6% 62
2018
Q3 		$2.94M Buy
23,192
+100
+0.4% +$12.6K 0.6% 61
2018
Q2 		$2.8M Sell
23,092
-381
-2% -$46.3K 0.57% 62
2018
Q1 		$2.82M Buy
23,473
+315
+1% +$39.3K 0.6% 57
2017
Q4 		$2.88M Sell
23,158
-1,982
-8% -$240K 0.6% 60
2017
Q3 		$2.98M Buy
25,140
+33
+0.1% +$3.85K 0.66% 51
2017
Q2 		$2.92M Buy
25,107
+75
+0.3% +$8.63K 0.66% 54
2017
Q1 		$2.88M Buy
25,032
+224
+0.9% +$25.7K 0.69% 51
2016
Q4 		$2.78M Buy
24,808
+93
+0.4% +$10.1K 0.74% 49
2016
Q3 		$2.61M Buy
24,715
+109
+0.4% +$11.5K 0.71% 48
2016
Q2 		$2.54M Buy
+24,606
New +$2.48M 0.71% 48
2014
Q1 		$2.47M Buy
+24,992
New +$2.34M 0.68% 51

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Whitegate Investment Counselors's IWD Position: Q1 2026 in Review

Whitegate Investment Counselors reduced its iShares Russell 1000 Value ETF (IWD) stake by 5.5% in Q1 2026, selling an estimated $76.6K and leaving 6,030 shares worth $1.29M. The position accounts for 0.41% of the portfolio, ranked #34.

Whitegate Investment Counselors first reported a position in IWD in Q1 2014 and has held it in 41 quarters since. The position peaked at $3.28M in Q4 2019. 1,898 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Whitegate Investment Counselors held 6,030 shares of iShares Russell 1000 Value ETF worth $1.29M as of Q1 2026.
  • Whitegate Investment Counselors sold 350 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $76.6K.
  • iShares Russell 1000 Value ETF made up 0.41% of Whitegate Investment Counselors's portfolio in Q1 2026, its #34 holding.
  • Whitegate Investment Counselors first reported a position in iShares Russell 1000 Value ETF in Q1 2014 and has held it in 41 quarters since.
  • Whitegate Investment Counselors's iShares Russell 1000 Value ETF position peaked at $3.28M in Q4 2019.
  • 1,898 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Whitegate Investment Counselors's 13F filing for Q1 2026, filed 27 Apr 2026.