Beverly Hills Private Wealth’s iShares Russell 1000 Value ETF IWD Stock Holding History

Beverly Hills Private Wealth’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	$209K	Buy	+863	New	+$201K	0.04%	238
2024 Q1	–	Sell	-27,582	Closed	-$4.56M	–	372
2023 Q4	$4.56M	Buy	+27,582	New	+$4.26M	1.19%	15
2023 Q1	–	Sell	-2,379	Closed	-$361K	–	288
2022 Q4	$361K	Buy	+2,379	New	+$356K	0.16%	146

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

Beverly Hills Private Wealth's IWD Position: Q2 2026 in Review

Beverly Hills Private Wealth opened a new position in iShares Russell 1000 Value ETF (IWD) in Q2 2026: 863 shares worth $209K. The stake represents 0.04% of the portfolio and ranks #238 among its holdings. This is a return to the name: Beverly Hills Private Wealth previously reported a position in IWD as recently as Q4 2023.

Beverly Hills Private Wealth first reported a position in IWD in Q4 2022 and has held it in 3 quarters since. The position peaked at $4.56M in Q4 2023. 1,975 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Beverly Hills Private Wealth held 863 shares of iShares Russell 1000 Value ETF worth $209K as of Q2 2026.
iShares Russell 1000 Value ETF was a new Beverly Hills Private Wealth position in Q2 2026.
iShares Russell 1000 Value ETF made up 0.04% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #238 holding.
Beverly Hills Private Wealth first reported a position in iShares Russell 1000 Value ETF in Q4 2022 and has held it in 3 quarters since.
Beverly Hills Private Wealth's iShares Russell 1000 Value ETF position peaked at $4.56M in Q4 2023.
1,975 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.