Bellevue Asset Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Bellevue Asset 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	$33.9K	Sell	140 -35	-20%	-$8.15K	0.02%	214
2026 Q1	$37.4K	Hold	175	–	–	0.02%	190
2025 Q4	$36.8K	Buy	175 +25	+17%	+$5.16K	0.01%	186
2025 Q3	$30.5K	Hold	150	–	–	0.01%	204
2025 Q2	$29.1K	Hold	150	–	–	0.01%	207
2025 Q1	$28.2K	Hold	150	–	–	0.02%	203
2024 Q4	$27.8K	Hold	150	–	–	0.01%	213
2024 Q3	$28.5K	Hold	150	–	–	0.01%	204
2024 Q2	$26.2K	Hold	150	–	–	0.01%	203
2024 Q1	$26.9K	Hold	150	–	–	0.02%	202
2023 Q4	$24.8K	Hold	150	–	–	0.02%	209
2023 Q3	$22.8K	Hold	150	–	–	0.02%	208
2023 Q2	$23.7K	Hold	150	–	–	0.01%	211
2023 Q1	$22.8K	Hold	150	–	–	0.02%	216
2022 Q4	$22.6K	Hold	150	–	–	0.02%	219
2022 Q3	$21K	Hold	150	–	–	0.02%	234
2022 Q2	$22K	Hold	150	–	–	0.02%	238
2022 Q1	$25K	Hold	150	–	–	0.02%	245
2021 Q4	$25K	Hold	150	–	–	0.01%	255
2021 Q3	$24K	Hold	150	–	–	0.01%	262
2021 Q2	$24K	Hold	150	–	–	0.01%	268
2021 Q1	$23K	Hold	150	–	–	0.01%	275
2020 Q4	$21K	Hold	150	–	–	0.01%	274
2020 Q3	$18K	Sell	150 -50	-25%	-$5.93K	0.01%	271
2020 Q2	$23K	Hold	200	–	–	0.02%	249
2020 Q1	$22K	Hold	200	–	–	0.02%	251
2019 Q4	$27K	Buy	+200	New	+$26.4K	0.02%	226

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 22.9% 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

Bellevue Asset Management's IWD Position: Q2 2026 in Review

Bellevue Asset Management reduced its iShares Russell 1000 Value ETF (IWD) stake by 20% in Q2 2026, selling an estimated $8.15K and leaving 140 shares worth $33.9K. The position accounts for 0.02% of the portfolio, ranked #214.

Bellevue Asset Management first reported a position in IWD in Q4 2019 and has held it in 27 quarters since. The position peaked at $37.4K in Q1 2026. 1,981 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Bellevue Asset Management held 140 shares of iShares Russell 1000 Value ETF worth $33.9K as of Q2 2026.
Bellevue Asset Management sold 35 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $8.15K.
iShares Russell 1000 Value ETF made up 0.02% of Bellevue Asset Management's portfolio in Q2 2026, its #214 holding.
Bellevue Asset Management first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and has held it in 27 quarters since.
Bellevue Asset Management's iShares Russell 1000 Value ETF position peaked at $37.4K in Q1 2026.
1,981 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.