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

Bordeaux 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
2025 Q2	$610K	Hold	3,142	–	–	0.08%	76
2025 Q1	$591K	Hold	3,142	–	–	0.11%	77
2024 Q4	$582K	Hold	3,142	–	–	0.09%	81
2024 Q3	$596K	Sell	3,142 -638	-17%	-$116K	0.11%	76
2024 Q2	$659K	Buy	3,780 +75	+2%	+$13.1K	0.13%	69
2024 Q1	$664K	Hold	3,705	–	–	0.22%	50
2023 Q4	$612K	Hold	3,705	–	–	0.21%	53
2023 Q3	$562K	Sell	3,705 -160	-4%	-$25.4K	0.23%	52
2023 Q2	$610K	Hold	3,865	–	–	0.25%	47
2023 Q1	$588K	Hold	3,865	–	–	0.3%	50
2022 Q4	$586K	Hold	3,865	–	–	0.32%	48
2022 Q3	$526K	Sell	3,865 -6	-0.2%	-$902	0.33%	50
2022 Q2	$561K	Sell	3,871 -585	-13%	-$91.5K	0.39%	44
2022 Q1	$740K	Hold	4,456	–	–	0.4%	42
2021 Q4	$748K	Hold	4,456	–	–	0.34%	49
2021 Q3	$697K	Buy	4,456 +6	+0.1%	+$962	0.4%	41
2021 Q2	$706K	Hold	4,450	–	–	0.41%	43
2021 Q1	$674K	Hold	4,450	–	–	0.47%	33
2020 Q4	$608K	Buy	+4,450	New	+$571K	0.46%	35

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bordeaux Wealth Advisors's IWD Position: Q2 2025 in Review

Bordeaux Wealth Advisors held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2025 at 3,142 shares worth $610K. The position accounts for 0.08% of the portfolio, ranked #76.

Bordeaux Wealth Advisors first reported a position in IWD in Q4 2020 and has held it in 19 quarters since. The position peaked at $748K in Q4 2021. 1,735 funds tracked by Wall St. Rank hold IWD as of Q2 2025.

Bordeaux Wealth Advisors held 3,142 shares of iShares Russell 1000 Value ETF worth $610K as of Q2 2025.
Bordeaux Wealth Advisors left its iShares Russell 1000 Value ETF share count unchanged in Q2 2025.
iShares Russell 1000 Value ETF made up 0.08% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #76 holding.
Bordeaux Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and has held it in 19 quarters since.
Bordeaux Wealth Advisors's iShares Russell 1000 Value ETF position peaked at $748K in Q4 2021.
1,735 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.