How many shares of IWD does Cresset Asset Management, LLC own?

As of 2026-Q2, Cresset Asset Management, LLC holds 327,952 shares of IWD (ISHARES TR RUSSELL 1000 VALUE INDEX FUND).

What is Cresset Asset Management, LLC's IWD position worth?

As of 2026-Q2, Cresset Asset Management, LLC's IWD position is worth $79.5M.

Is Cresset Asset Management, LLC buying or selling IWD?

In 2026-Q2, Cresset Asset Management, LLC increased their IWD position (+1.1% change in shares).

When did Cresset Asset Management, LLC first buy IWD?

Based on available 13F filings, Cresset Asset Management, LLC first reported a position in IWD in 2018-Q4. They have held the position across 31 quarters.

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Cresset Asset Management, LLC

IWD
31 quarters

Position history for Cresset Asset Management, LLC's holdings in ISHARES TR RUSSELL 1000 VALUE INDEX FUND

Current Value

$79.5M

Current Shares

327,952

Total Value Change

-$19.4M

Total Shares Change

-562,666

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	327,952	+1.1%	$79.5M	0.3%	$242.43	36
2026-Q1	Increased	324,494	+8.9%	$69.3M	0.3%	$222.27	39
2025-Q4	Increased	297,973	+2.8%	$62.7M	0.3%	$211.94	36
2025-Q3	Increased	289,965	+4.9%	$59M	0.3%	$202.24	37
2025-Q2	Decreased	276,482	-4.8%	$53.7M	0.3%	$191.58	0
2025-Q1	Decreased	290,291	-3.3%	$54.6M	0.3%	$183.74	0
2024-Q4	Decreased	300,081	-7.3%	$55.6M	0.3%	$181.36	0
2024-Q3	Decreased	323,714	-5.4%	$61.4M	0.2%	$184.97	0
2024-Q2	Decreased	342,159	-9.4%	$59.7M	0.3%	$169.57	0
2024-Q1	Decreased	377,806	-69.3%	$67.7M	0.3%	$173.38	0
2023-Q4	Increased	1.2M	+218.1%	$203.3M	1.2%	$159.27	78
2023-Q3	Increased	386,790	+4.6%	$59.1M	0.2%	$145.47	37
2023-Q2	Increased	369,801	+30.4%	$58.4M	0.1%	$149.02	37
2023-Q1	Decreased	283,560	-76.3%	$43.2M	0.9%	$142.61	0
2022-Q4	Increased	1.2M	+25.4%	$180.5M	2.3%	$143.05	64
2022-Q3	Decreased	953,220	-0.3%	$129.6M	1.6%	$128.83	0
2022-Q2	Increased	956,191	+0.6%	$138.4M	1.7%	$135.92	48
2022-Q1	Decreased	950,582	-0.1%	$157.8M	1.6%	$156.21	0
2021-Q4	Increased	951,170	+1.6%	$159.7M	1.5%	$155.10	48
2021-Q3	Increased	936,575	0.0%	$146.6M	2.0%	$146.13	47
2021-Q2	Increased	936,557	+0.1%	$148.6M	2.1%	$144.62	52
2021-Q1	Increased	935,763	+1.1%	$141.8M	2.2%	$138.64	52
2020-Q4	Increased	925,907	0.0%	$126.6M	2.1%	$123.15	51
2020-Q3	Decreased	925,899	-1.4%	$109.4M	2.0%	$105.97	0
2020-Q2	Decreased	939,468	-1.1%	$105.8M	2.3%	$100.03	0
2020-Q1	Decreased	949,936	-0.2%	$94.2M	2.9%	$90.18	0
2019-Q4	Decreased	951,428	-7.6%	$129.9M	3.5%	$120.46	0
2019-Q3	Decreased	1M	-7.7%	$132.1M	4.0%	$112.30	0
2019-Q2	Decreased	1.1M	-5.3%	$142M	4.4%	$110.94	0
2019-Q1	Increased	1.2M	+32.3%	$145.6M	5.6%	$107.08	75
2018-Q4	New	890,618	-	$98.9M	5.9%	$94.94	92

Other major holders of IWD: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/

IWD31 quarters

IWD
31 quarters