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 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

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

Box Hill Private Wealth's IWD Position: Q2 2026 in Review

Box Hill Private Wealth increased its iShares Russell 1000 Value ETF (IWD) stake by 0.34% in Q2 2026, buying an estimated $1.4K and bringing the position to 1,778 shares worth $431K. The position accounts for 0.35% of the portfolio, ranked #43.

Box Hill Private Wealth first reported a position in IWD in Q1 2026 and has held it in 2 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Box Hill Private Wealth held 1,778 shares of iShares Russell 1000 Value ETF worth $431K as of Q2 2026.
Box Hill Private Wealth bought 6 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $1.4K.
iShares Russell 1000 Value ETF made up 0.35% of Box Hill Private Wealth's portfolio in Q2 2026, its #43 holding.
Box Hill Private Wealth first reported a position in iShares Russell 1000 Value ETF in Q1 2026 and has held it in 2 quarters since.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Box Hill Private Wealth's 13F filing for Q2 2026, filed 2 Jul 2026.