13F

IWD ISHARES RUSSELL 1000 VALUE E

2026Q1 · CUSIP 464287598

🟡 Fading · Price holds, watch
Holders
1,891
Δ holders QoQ
-12
Breadth percentile
Top 88%
Whale holders
169
Δ whales
-8
Inst. holding value
$55.4B
New positions
135
Closed positions
147
Price momentum (1Q)
Put / Call
6/4

Breadth history (34 quarters)

2018Q1: Δ-21 · h=835 2018Q2: Δ+7 · h=842 2018Q3: Δ+17 · h=859 2018Q4: Δ+94 · h=953 2019Q1: Δ+8 · h=961 2019Q2: Δ+6 · h=967 2019Q3: Δ+1 · h=968 2019Q4: Δ+142 · h=1110 2020Q1: Δ-116 · h=994 2020Q2: Δ-10 · h=984 2020Q3: Δ+16 · h=1000 2020Q4: Δ+152 · h=1152 2021Q1: Δ+46 · h=1198 2021Q2: Δ+24 · h=1222 2021Q3: Δ+5 · h=1227 2021Q4: Δ+163 · h=1390 2022Q1: Δ-9 · h=1381 2022Q2: Δ-35 · h=1346 2022Q3: Δ-26 · h=1320 2022Q4: Δ+130 · h=1450 2023Q1: Δ-38 · h=1412 2023Q2: Δ+10 · h=1422 2023Q3: Δ+23 · h=1445 2023Q4: Δ+111 · h=1556 2024Q1: Δ-13 · h=1543 2024Q2: Δ-17 · h=1526 2024Q3: Δ+55 · h=1581 2024Q4: Δ+152 · h=1733 2025Q1: Δ-15 · h=1718 2025Q2: Δ+15 · h=1733 2025Q3: Δ+18 · h=1751 2025Q4: Δ+152 · h=1903 2026Q1: Δ-12 · h=1891 2018Q1: holders=835 2018Q2: holders=842 2018Q3: holders=859 2018Q4: holders=953 2019Q1: holders=961 2019Q2: holders=967 2019Q3: holders=968 2019Q4: holders=1110 2020Q1: holders=994 2020Q2: holders=984 2020Q3: holders=1000 2020Q4: holders=1152 2021Q1: holders=1198 2021Q2: holders=1222 2021Q3: holders=1227 2021Q4: holders=1390 2022Q1: holders=1381 2022Q2: holders=1346 2022Q3: holders=1320 2022Q4: holders=1450 2023Q1: holders=1412 2023Q2: holders=1422 2023Q3: holders=1445 2023Q4: holders=1556 2024Q1: holders=1543 2024Q2: holders=1526 2024Q3: holders=1581 2024Q4: holders=1733 2025Q1: holders=1718 2025Q2: holders=1733 2025Q3: holders=1751 2025Q4: holders=1903 2026Q1: holders=1891 -163 -81.5 +0 +81.5 +163 75113751999 18Q119Q120Q121Q122Q123Q124Q125Q126Q1 Δ holders (bar) Holders (line)

Past Lit Events & Aftermath 15 lit events

Period Percentile Next-1Q return Next-2Q return
2025Q4 Top 2%
2025Q3 Top 19%
2024Q4 Top 2%
2024Q3 Top 3%
2023Q4 Top 3%
2023Q3 Top 7%
2022Q4 Top 1%
2021Q4 Top 2%
2021Q2 Top 11%
2021Q1 Top 5%
2020Q4 Top 2%
2020Q3 Top 16%
2019Q4 Top 2%
2018Q4 Top 1%
2018Q3 Top 13%
Put holders / Call holders: 6 / 4