Zwj Investment Counsel 13F: New $2.2M Stake in IWD

Zwj Investment Counsel has opened a new position in the iShares Russell 1000 Value ETF (IWD) in a filing on October 15, 2026. The firm acquired 9,074 shares, valued at approximately $2,249,717.

What Changed in Zwj Investment Counsel's Position

Zwj Investment Counsel's new investment in the iShares Russell 1000 Value ETF marks a significant addition to its portfolio. This position is fresh, as the fund previously held no shares in the ETF. The recent filings indicate that Zwj Investment Counsel is looking to tap into the potential of large- and mid-cap U.S. equities that the ETF focuses on.

Other Institutional Activity in IWD

This section currently has no additional institutional activity to report. Zwj Investment Counsel's move stands out as significant, given that no other funds have been noted for activity in this ETF.

iShares Russell 1000 Value ETF Stock Down 0.5%

As of October 16, 2026, IWD recently traded around $254.83. This price is about equal to its 50-day moving average and significantly above its 200-day average by 8%. However, it is still below its 52-week high of $260.19 by about 2.1%, suggesting the stock has room to grow. The ETF has a P/E ratio of 21.05 and a dividend yield of 1.42%, reflecting its objective to provide value through dividend income and capital appreciation.

Recent Earnings

There are no recent earnings data available for the iShares Russell 1000 Value ETF, so this section is not applicable.

Dividend

The iShares Russell 1000 Value ETF offers a dividend yield of 1.42%. The ETF's strategy often includes investments in companies that are expected to deliver consistent dividends, appealing to income-focused investors.

Insider Buying and Selling at iShares Russell 1000 Value ETF

Currently, there are no insider transactions to report for the iShares Russell 1000 Value ETF. This lack of insider activity leaves the focus on institutional movements, such as Zwj Investment Counsel's recent stake.

About iShares Russell 1000 Value ETF

The iShares Russell 1000 Value ETF tracks the performance of the large- and mid-cap segments of the U.S. equity market. It utilizes a sampling indexing strategy to manage the fund, often incorporating derivatives to manage exposure to its underlying index constituents. This focus on value stocks is designed to appeal to investors seeking long-term growth with a focus on fundamentals.

Bottom Line

Zwj Investment Counsel's new position in the iShares Russell 1000 Value ETF highlights its strategy to invest in large-cap value stocks. Keep an eye on further institutional activity in this ETF and any upcoming filings from Zwj Investment Counsel for additional insights into its investment strategy. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.