Beaumont Financial Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $842K | Sell |
3,473
-1,504
| -30% | -$350K | 0.05% | 189 |
|
|
2026
Q1 | $1.06M | Buy |
4,977
+6
| +0.1% | +$1.31K | 0.07% | 158 |
|
|
2025
Q4 | $1.05M | Buy |
4,971
+7
| +0.1% | +$1.45K | 0.07% | 159 |
|
|
2025
Q3 | $1.01M | Buy |
4,964
+42
| +0.9% | +$8.36K | 0.07% | 159 |
|
|
2025
Q2 | $956K | Sell |
4,922
-36
| -0.7% | -$6.67K | 0.07% | 154 |
|
|
2025
Q1 | $933K | Buy |
4,958
+6
| +0.1% | +$1.14K | 0.07% | 159 |
|
|
2024
Q4 | $917K | Sell |
4,952
-53
| -1% | -$10.2K | 0.07% | 157 |
|
|
2024
Q3 | $950K | Sell |
5,005
-740
| -13% | -$135K | 0.07% | 151 |
|
|
2024
Q2 | $1M | Buy |
5,745
+786
| +16% | +$137K | 0.08% | 145 |
|
|
2024
Q1 | $888K | Buy |
4,959
+6
| +0.1% | +$1.01K | 0.07% | 153 |
|
|
2023
Q4 | $819K | Buy |
4,953
+207
| +4% | +$32K | 0.07% | 153 |
|
|
2023
Q3 | $720K | Hold |
4,746
| – | – | 0.07% | 146 |
|
|
2023
Q2 | $749K | Buy |
4,746
+6
| +0.1% | +$917 | 0.07% | 159 |
|
|
2023
Q1 | $722K | Buy |
4,740
+8
| +0.2% | +$1.24K | 0.07% | 146 |
|
|
2022
Q4 | $718K | Buy |
4,732
+92
| +2% | +$13.8K | 0.07% | 149 |
|
|
2022
Q3 | $631K | Buy |
4,640
+403
| +10% | +$60.6K | 0.06% | 153 |
|
|
2022
Q2 | $614K | Sell |
4,237
-1,348
| -24% | -$211K | 0.06% | 162 |
|
|
2022
Q1 | $927K | Buy |
5,585
+2,594
| +87% | +$426K | 0.07% | 160 |
|
|
2021
Q4 | $502K | Buy |
2,991
+475
| +19% | +$77.8K | 0.04% | 210 |
|
|
2021
Q3 | $378K | Sell |
2,516
-4,070
| -62% | -$653K | 0.03% | 245 |
|
|
2021
Q2 | $1.04M | Buy |
6,586
+3,628
| +123% | +$574K | 0.08% | 137 |
|
|
2021
Q1 | $448K | Buy |
2,958
+573
| +24% | +$82.9K | 0.04% | 208 |
|
|
2020
Q4 | $326K | Buy |
2,385
+564
| +31% | +$72.3K | 0.03% | 250 |
|
|
2020
Q3 | $215K | Buy |
1,821
+16
| +0.9% | +$1.9K | 0.02% | 295 |
|
|
2020
Q2 | $203K | Buy |
+1,805
| New | +$199K | 0.02% | 268 |
|
|
2020
Q1 | – | Sell |
-2,054
| Closed | -$280K | – | 265 |
|
|
2019
Q4 | $280K | Sell |
2,054
-341
| -14% | -$44.9K | 0.03% | 231 |
|
|
2019
Q3 | $307K | Buy |
2,395
+554
| +30% | +$70.4K | 0.03% | 216 |
|
|
2019
Q2 | $234K | Sell |
1,841
-7,317
| -80% | -$916K | 0.02% | 221 |
|
|
2019
Q1 | $1.13M | Buy |
9,158
+7,323
| +399% | +$880K | 0.12% | 102 |
|
|
2018
Q4 | $204K | Sell |
1,835
-1,459
| -44% | -$175K | 0.03% | 185 |
|
|
2018
Q3 | $417K | Buy |
3,294
+555
| +20% | +$69.7K | 0.04% | 161 |
|
|
2018
Q2 | $332K | Sell |
2,739
-329
| -11% | -$40K | 0.04% | 160 |
|
|
2018
Q1 | $368K | Sell |
3,068
-10,550
| -77% | -$1.32M | 0.04% | 157 |
|
|
2017
Q4 | $1.69M | Buy |
13,618
+10,615
| +353% | +$1.29M | 0.2% | 86 |
|
|
2017
Q3 | $356K | Sell |
3,003
-48
| -2% | -$5.59K | 0.04% | 133 |
|
|
2017
Q2 | $355K | Buy |
3,051
+509
| +20% | +$58.6K | 0.05% | 136 |
|
|
2017
Q1 | $292K | Sell |
2,542
-13,829
| -84% | -$1.59M | 0.04% | 151 |
|
|
2016
Q4 | $1.83M | Sell |
16,371
-21,053
| -56% | -$2.28M | 0.28% | 76 |
|
|
2016
Q3 | $3.95M | Buy |
37,424
+34,518
| +1,188% | +$3.64M | 0.62% | 65 |
|
|
2016
Q2 | $300K | Sell |
2,906
-1,227
| -30% | -$124K | 0.05% | 114 |
|
|
2016
Q1 | $426K | Sell |
4,133
-302
| -7% | -$28.3K | 0.07% | 96 |
|
|
2015
Q4 | $434K | Buy |
+4,435
| New | +$440K | 0.07% | 81 |
|
|
2015
Q2 | – | Sell |
-105,524
| Closed | -$10.9M | – | 148 |
|
|
2015
Q1 | $10.9M | Buy |
105,524
+101,574
| +2,571% | +$10.5M | 0.38% | 54 |
|
|
2014
Q4 | $412K | Sell |
3,950
-210,542
| -98% | -$21.5M | 0.02% | 117 |
|
|
2014
Q3 | $21.5M | Buy |
214,492
+210,542
| +5,330% | +$21.3M | 1.4% | 33 |
|
|
2014
Q2 | $400K | Buy |
+3,950
| New | +$387K | 0.03% | 133 |
|
|
2013
Q4 | – | Sell |
-106,725
| Closed | -$9.2M | – | 155 |
|
|
2013
Q3 | $9.2M | Sell |
106,725
-191,060
| -64% | -$16.6M | 0.82% | 43 |
|
|
2013
Q2 | $25M | Buy |
+297,785
| New | +$24.8M | 2.31% | 8 |
|
Other funds holding IWD
Beaumont Financial Advisors's IWD Position: Q2 2026 in Review
Beaumont Financial Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 30% in Q2 2026, selling an estimated $350K and leaving 3,473 shares worth $842K. The position accounts for 0.05% of the portfolio, ranked #189.
Beaumont Financial Advisors first reported a position in IWD in Q2 2013 and has held it in 48 quarters since. The position peaked at $25M in Q2 2013. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.
- Beaumont Financial Advisors held 3,473 shares of iShares Russell 1000 Value ETF worth $842K as of Q2 2026.
- Beaumont Financial Advisors sold 1,504 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $350K.
- iShares Russell 1000 Value ETF made up 0.05% of Beaumont Financial Advisors's portfolio in Q2 2026, its #189 holding.
- Beaumont Financial Advisors first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 48 quarters since.
- Beaumont Financial Advisors's iShares Russell 1000 Value ETF position peaked at $25M in Q2 2013.
- 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.
Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.