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Beaird Harris Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Beaird Harris Wealth Management’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 		$248K Sell
1,023
-118
-10% -$27.5K 0.02% 129
2026
Q1 		$244K Sell
1,141
-2
-0.2% -$438 0.02% 122
2025
Q4 		$240K Sell
1,143
-230
-17% -$47.5K 0.02% 124
2025
Q3 		$280K Buy
1,373
+35
+3% +$6.96K 0.02% 116
2025
Q2 		$260K Sell
1,338
-31
-2% -$5.74K 0.02% 120
2025
Q1 		$258K Sell
1,369
-133
-9% -$25.3K 0.02% 116
2024
Q4 		$278K Buy
1,502
+1
+0.1% +$192 0.02% 115
2024
Q3 		$285K Sell
1,501
-83
-5% -$15.1K 0.02% 119
2024
Q2 		$276K Buy
1,584
+60
+4% +$10.5K 0.03% 108
2024
Q1 		$273K Sell
1,524
-51
-3% -$8.63K 0.03% 101
2023
Q4 		$260K Sell
1,575
-68
-4% -$10.5K 0.03% 96
2023
Q3 		$249K Sell
1,643
-25
-1% -$3.96K 0.03% 87
2023
Q2 		$263K Sell
1,668
-36
-2% -$5.5K 0.03% 85
2023
Q1 		$259K Buy
1,704
+2
+0.1% +$309 0.05% 79
2022
Q4 		$258K Sell
1,702
-71
-4% -$10.6K 0.05% 76
2022
Q3 		$241K Sell
1,773
-53
-3% -$7.96K 0.05% 71
2022
Q2 		$265K Sell
1,826
-227
-11% -$35.5K 0.07% 58
2022
Q1 		$341K Sell
2,053
-13
-0.6% -$2.13K 0.12% 60
2021
Q4 		$347K Buy
+2,066
New +$338K 0.13% 81

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

Beaird Harris Wealth Management's IWD Position: Q2 2026 in Review

Beaird Harris Wealth Management reduced its iShares Russell 1000 Value ETF (IWD) stake by 10% in Q2 2026, selling an estimated $27.5K and leaving 1,023 shares worth $248K. The position accounts for 0.02% of the portfolio, ranked #129.

Beaird Harris Wealth Management first reported a position in IWD in Q4 2021 and has held it in 19 quarters since. The position peaked at $347K in Q4 2021. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Beaird Harris Wealth Management held 1,023 shares of iShares Russell 1000 Value ETF worth $248K as of Q2 2026.
  • Beaird Harris Wealth Management sold 118 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $27.5K.
  • iShares Russell 1000 Value ETF made up 0.02% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #129 holding.
  • Beaird Harris Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and has held it in 19 quarters since.
  • Beaird Harris Wealth Management's iShares Russell 1000 Value ETF position peaked at $347K in Q4 2021.
  • 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.