Baltimore-Washington Financial Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Baltimore-Washington Financial Advisors’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	$817K	Buy	3,370 +69	+2%	+$16.1K	0.03%	106
2026 Q1	$705K	Buy	3,301 +254	+8%	+$55.6K	0.03%	103
2025 Q4	$641K	Buy	3,047 +2,006	+193%	+$414K	0.03%	105
2025 Q3	$212K	Buy	1,041 +1	+0.1%	+$199	0.01%	171
2025 Q2	$202K	Buy	+1,040	New	+$193K	0.01%	169
2015 Q4	–	Sell	-100	Closed	-$9K	–	175
2015 Q3	$9K	Hold	100	–	–	﹤0.01%	199
2015 Q2	$10K	Hold	100	–	–	﹤0.01%	183
2015 Q1	$10K	Sell	100 -17	-15%	-$1.76K	﹤0.01%	209
2014 Q4	$12K	Buy	117 +47	+67%	+$4.79K	﹤0.01%	200
2014 Q3	$7K	Buy	+70	New	+$7.09K	﹤0.01%	235
2014 Q2	–	Sell	-211	Closed	-$20K	–	278
2014 Q1	$20K	Hold	211	–	–	0.01%	179
2013 Q4	$20K	Sell	211 -55	-21%	-$4.99K	0.01%	205
2013 Q3	$23K	Hold	266	–	–	0.01%	147
2013 Q2	$22K	Buy	+266	New	+$22.2K	0.01%	133

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

Baltimore-Washington Financial Advisors's IWD Position: Q2 2026 in Review

Baltimore-Washington Financial Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 2.1% in Q2 2026, buying an estimated $16.1K and bringing the position to 3,370 shares worth $817K. The position accounts for 0.03% of the portfolio, ranked #106.

Baltimore-Washington Financial Advisors first reported a position in IWD in Q2 2013 and has held it in 14 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Baltimore-Washington Financial Advisors held 3,370 shares of iShares Russell 1000 Value ETF worth $817K as of Q2 2026.
Baltimore-Washington Financial Advisors bought 69 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $16.1K.
iShares Russell 1000 Value ETF made up 0.03% of Baltimore-Washington Financial Advisors's portfolio in Q2 2026, its #106 holding.
Baltimore-Washington Financial Advisors first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 14 quarters since.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.