BHPW
IWD icon

Box Hill Private Wealth’s iShares Russell 1000 Value ETF IWD Stock Holding History

Box Hill 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
Q3 		$512K Buy
2,064
+286
+16% +$72.3K 0.37% 42
2026
Q2 		$431K Buy
1,778
+6
+0.3% +$1.4K 0.35% 43
2026
Q1 		$379K Buy
+1,772
New +$388K 0.37% 40

Other funds holding IWD

SP
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
LA
LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Box Hill Private Wealth's IWD Position: Q3 2026 in Review

Box Hill Private Wealth increased its iShares Russell 1000 Value ETF (IWD) stake by 16% in Q3 2026, buying an estimated $72.3K and bringing the position to 2,064 shares worth $512K. The position accounts for 0.37% of the portfolio, ranked #42.

Box Hill Private Wealth first reported a position in IWD in Q1 2026 and has held it in 3 quarters since. 112 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • Box Hill Private Wealth held 2,064 shares of iShares Russell 1000 Value ETF worth $512K as of Q3 2026.
  • Box Hill Private Wealth bought 286 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $72.3K.
  • iShares Russell 1000 Value ETF made up 0.37% of Box Hill Private Wealth's portfolio in Q3 2026, its #42 holding.
  • Box Hill Private Wealth first reported a position in iShares Russell 1000 Value ETF in Q1 2026 and has held it in 3 quarters since.
  • 112 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Box Hill Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.