BlueChip Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

BlueChip Wealth 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	$1.3M	Hold	5,350	–	–	0.49%	41
2026 Q1	$1.14M	Buy	5,350 +202	+4%	+$44.2K	0.5%	38
2025 Q4	$1.08M	Sell	5,148 -57	-1%	-$11.8K	0.46%	41
2025 Q3	$1.06M	Sell	5,205 -152	-3%	-$30.2K	0.45%	45
2025 Q2	$1.04M	Hold	5,357	–	–	0.46%	47
2025 Q1	$1.01M	Hold	5,357	–	–	0.5%	44
2024 Q4	$992K	Buy	5,357 +88	+2%	+$16.9K	0.55%	38
2024 Q3	$1M	Buy	5,269 +420	+9%	+$76.5K	0.52%	45
2024 Q2	$846K	Sell	4,849 -35	-0.7%	-$6.12K	0.5%	45
2024 Q1	$875K	Buy	4,884 +56	+1%	+$9.48K	0.56%	41
2023 Q4	$798K	Buy	+4,828	New	+$746K	0.56%	44

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

BlueChip Wealth Advisors's IWD Position: Q2 2026 in Review

BlueChip Wealth Advisors held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 5,350 shares worth $1.3M. The position accounts for 0.49% of the portfolio, ranked #41.

BlueChip Wealth Advisors first reported a position in IWD in Q4 2023 and has held it in 11 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

BlueChip Wealth Advisors held 5,350 shares of iShares Russell 1000 Value ETF worth $1.3M as of Q2 2026.
BlueChip Wealth Advisors left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.49% of BlueChip Wealth Advisors's portfolio in Q2 2026, its #41 holding.
BlueChip Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 11 quarters since.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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