Beech Hill Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Beech Hill 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	$376K	Hold	1,549	–	–	0.17%	89
2026 Q1	$331K	Hold	1,549	–	–	0.17%	86
2025 Q4	$326K	Hold	1,549	–	–	0.16%	86
2025 Q3	$315K	Hold	1,549	–	–	0.15%	88
2025 Q2	$301K	Hold	1,549	–	–	0.14%	87
2025 Q1	$291K	Hold	1,549	–	–	0.12%	90
2024 Q4	$287K	Buy	1,549 +75	+5%	+$14.4K	0.11%	92
2024 Q3	$280K	Hold	1,474	–	–	0.11%	92
2024 Q2	$257K	Hold	1,474	–	–	0.11%	95
2024 Q1	$264K	Sell	1,474 -430	-23%	-$72.8K	0.11%	90
2023 Q4	$315K	Buy	1,904 +500	+36%	+$77.2K	0.15%	86
2023 Q3	$213K	Hold	1,404	–	–	0.11%	86
2023 Q2	$222K	Hold	1,404	–	–	0.11%	85
2023 Q1	$214K	Hold	1,404	–	–	0.11%	85
2022 Q4	$213K	Buy	+1,404	New	+$210K	0.12%	83
2022 Q3	–	Sell	-1,404	Closed	-$204K	–	86
2022 Q2	$204K	Hold	1,404	–	–	0.11%	83
2022 Q1	$233K	Buy	1,404 +150	+12%	+$24.6K	0.1%	87
2021 Q4	$211K	Buy	+1,254	New	+$205K	0.08%	87
2018 Q1	–	Sell	-1,705	Closed	-$212K	–	84
2017 Q4	$212K	Buy	1,705 +1	+0.1%	+$121	0.1%	82
2017 Q3	$202K	Sell	1,704 -17	-1%	-$1.98K	0.11%	79
2017 Q2	$200K	Buy	+1,721	New	+$198K	0.11%	83

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

Beech Hill Advisors's IWD Position: Q2 2026 in Review

Beech Hill Advisors held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 1,549 shares worth $376K. The position accounts for 0.17% of the portfolio, ranked #89.

Beech Hill Advisors first reported a position in IWD in Q2 2017 and has held it in 21 quarters since. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Beech Hill Advisors held 1,549 shares of iShares Russell 1000 Value ETF worth $376K as of Q2 2026.
Beech Hill Advisors left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.17% of Beech Hill Advisors's portfolio in Q2 2026, its #89 holding.
Beech Hill Advisors first reported a position in iShares Russell 1000 Value ETF in Q2 2017 and has held it in 21 quarters since.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Beech Hill Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.