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Beacon Investment Advisory Services’s iShares Russell 1000 Value ETF IWD Stock Holding History

Beacon Investment Advisory Services’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 		$484K Sell
1,995
-210
-10% -$48.9K 0.02% 187
2026
Q1 		$471K Sell
2,205
-21,976
-91% -$4.81M 0.02% 189
2025
Q4 		$5.09M Buy
24,181
+22,053
+1,036% +$4.56M 0.21% 92
2025
Q3 		$433K Sell
2,128
-1,654
-44% -$329K 0.02% 186
2025
Q2 		$735K Buy
+3,782
New +$700K 0.03% 147

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Beacon Investment Advisory Services's IWD Position: Q2 2026 in Review

Beacon Investment Advisory Services reduced its iShares Russell 1000 Value ETF (IWD) stake by 9.5% in Q2 2026, selling an estimated $48.9K and leaving 1,995 shares worth $484K. The position accounts for 0.02% of the portfolio, ranked #187.

Beacon Investment Advisory Services first reported a position in IWD in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.09M in Q4 2025. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Beacon Investment Advisory Services held 1,995 shares of iShares Russell 1000 Value ETF worth $484K as of Q2 2026.
  • Beacon Investment Advisory Services sold 210 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $48.9K.
  • iShares Russell 1000 Value ETF made up 0.02% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #187 holding.
  • Beacon Investment Advisory Services first reported a position in iShares Russell 1000 Value ETF in Q2 2025 and has held it in 5 quarters since.
  • Beacon Investment Advisory Services's iShares Russell 1000 Value ETF position peaked at $5.09M in Q4 2025.
  • 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.