Anderson Hoagland & Co’s iShares Russell 1000 Value ETF IWD Stock Holding History

Anderson Hoagland & Co’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 Q2	$1.26M	Hold	5,183	–	–	0.1%	109
2026 Q1	$1.11M	Hold	5,183	–	–	0.1%	113
2025 Q4	$1.09M	Hold	5,183	–	–	0.09%	113
2025 Q3	$1.06M	Sell	5,183 -137	-3%	-$27.3K	0.09%	112
2025 Q2	$1.03M	Sell	5,320 -1,020	-16%	-$189K	0.1%	117
2025 Q1	$1.06M	Hold	6,340	–	–	0.13%	108
2024 Q4	$1.21M	Buy	6,340 +5,200	+456%	+$997K	0.12%	109
2024 Q3	$216K	Buy	+1,140	New	+$208K	0.02%	129
2023 Q4	–	Sell	-4,640	Closed	-$704K	–	126
2023 Q3	$704K	Sell	4,640 -3,900	-46%	-$619K	0.09%	102
2023 Q2	$1.35M	Hold	8,540	–	–	0.17%	90
2023 Q1	$1.3M	Hold	8,540	–	–	0.19%	95
2022 Q4	$1.31M	Buy	+8,540	New	+$1.28M	0.19%	93
2021 Q1	–	Sell	-1,712	Closed	-$234K	–	110
2020 Q4	$234K	Buy	+1,712	New	+$220K	0.04%	103

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Anderson Hoagland & Co's IWD Position: Q2 2026 in Review

Anderson Hoagland & Co held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 5,183 shares worth $1.26M. The position accounts for 0.1% of the portfolio, ranked #109.

Anderson Hoagland & Co first reported a position in IWD in Q4 2020 and has held it in 13 quarters since. The position peaked at $1.35M in Q2 2023. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Anderson Hoagland & Co held 5,183 shares of iShares Russell 1000 Value ETF worth $1.26M as of Q2 2026.
Anderson Hoagland & Co left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.1% of Anderson Hoagland & Co's portfolio in Q2 2026, its #109 holding.
Anderson Hoagland & Co first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and has held it in 13 quarters since.
Anderson Hoagland & Co's iShares Russell 1000 Value ETF position peaked at $1.35M in Q2 2023.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Anderson Hoagland & Co's 13F filing for Q2 2026, filed 6 Jul 2026.