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

Bluesphere 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	$248K	Buy	1,023 +2	+0.2%	+$466	0.08%	102
2026 Q1	$218K	Buy	1,021 +31	+3%	+$6.79K	0.08%	113
2025 Q4	$208K	Buy	990 +4	+0.4%	+$826	0.09%	95
2025 Q3	$201K	Buy	+986	New	+$196K	0.09%	93
2025 Q2	–	Sell	-1,095	Closed	-$206K	–	92
2025 Q1	$206K	Buy	1,095 +4	+0.4%	+$762	0.12%	83
2024 Q4	$202K	Buy	1,091 +5	+0.5%	+$959	0.1%	103
2024 Q3	$206K	Buy	+1,086	New	+$198K	0.1%	97

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

Bluesphere Advisors's IWD Position: Q2 2026 in Review

Bluesphere Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 0.2% in Q2 2026, buying an estimated $466 and bringing the position to 1,023 shares worth $248K. The position accounts for 0.08% of the portfolio, ranked #102.

Bluesphere Advisors first reported a position in IWD in Q3 2024 and has held it in 7 quarters since. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Bluesphere Advisors held 1,023 shares of iShares Russell 1000 Value ETF worth $248K as of Q2 2026.
Bluesphere Advisors bought 2 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $466.
iShares Russell 1000 Value ETF made up 0.08% of Bluesphere Advisors's portfolio in Q2 2026, its #102 holding.
Bluesphere Advisors first reported a position in iShares Russell 1000 Value ETF in Q3 2024 and has held it in 7 quarters since.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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