StoneX Group Inc. IWD holdings history
ISHARES RUSSELL 1000 VALUE E · CUSIP 464287598 · CIK 913760
As of 2026-06-30, StoneX Group Inc. reported 364.57K IWD (shares), valued at $88.38M, or 3.56% of its reported non-derivative portfolio. Filed 2026-08-12.
Verify history & sources →Shares increased 1.53%; reported value increased 15.20%, and weight changed -0.57 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 3.56% | 364,575 | SEC filing ↗Filed Aug 12, 2026 |
| Q1 2026 | 4.13% | 359,068 | SEC filing ↗Filed May 14, 2026 |
| Q4 2025 | 3.26% | 357,505 | SEC filing ↗Filed Feb 12, 2026 |
| Q3 2025 | 3.12% | 351,697 | SEC filing ↗Filed Nov 14, 2025 |
| Q2 2025 | 3.23% | 342,228 | SEC filing ↗Filed Aug 13, 2025 |
| Q1 2025 | 3.44% | 333,681 | SEC filing ↗Filed Aug 13, 2025Amended |
| Q4 2024 | 3.33% | 327,433 | SEC filing ↗Filed Aug 13, 2025Amended |
| Q3 2024 | 4.49% | 325,558 | SEC filing ↗Filed Aug 13, 2025Amended |
| Q2 2024 | 4.33% | 310,947 | SEC filing ↗Filed Aug 13, 2025Amended |
| Q1 2024 | 4.84% | 301,462 | SEC filing ↗Filed Aug 13, 2025Amended |
| Q4 2023 | 4.85% | 295,402 | SEC filing ↗Filed Aug 13, 2025Amended |
| Q3 2023 | 4.74% | 286,781 | SEC filing ↗Filed Aug 13, 2025Amended |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 4.74% | 286,781 | $43.82M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Aug 13, 2025 |
| Q4 2023 | 4.85% | 295,402 | $48.82M | Shares increased 3.01%; reported value increased 11.40%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2025 |
| Q1 2024 | 4.84% | 301,462 | $53.99M | Shares increased 2.05%; reported value increased 10.61%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2025 |
| Q2 2024 | 4.33% | 310,947 | $54.25M | Shares increased 3.15%; reported value increased 0.47%, and weight changed -0.51 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2025 |
| Q3 2024 | 4.49% | 325,558 | $61.79M | Shares increased 4.70%; reported value increased 13.90%, and weight changed +0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2025 |
| Q4 2024 | 3.33% | 327,433 | $60.62M | Shares increased 0.58%; reported value decreased 1.90%, and weight changed -1.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2025 |
| Q1 2025 | 3.44% | 333,681 | $62.79M | Shares increased 1.91%; reported value increased 3.58%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2025 |
| Q2 2025 | 3.23% | 342,228 | $66.47M | Shares increased 2.56%; reported value increased 5.87%, and weight changed -0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2025 |
| Q3 2025 | 3.12% | 351,697 | $71.60M | Shares increased 2.77%; reported value increased 7.72%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2025 |
| Q4 2025 | 3.26% | 357,505 | $75.20M | Shares increased 1.65%; reported value increased 5.02%, and weight changed +0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 12, 2026 |
| Q1 2026 | 4.13% | 359,068 | $76.72M | Shares increased 0.44%; reported value increased 2.02%, and weight changed +0.87 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2026 |
| Q2 2026 | 3.56% | 364,575 | $88.38M | Shares increased 1.53%; reported value increased 15.20%, and weight changed -0.57 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 2026 |
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