Brighton Jones LLC’s iShares Russell 1000 Value ETF IWD Stock Holding History

Brighton Jones LLC’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	$8.65M	Buy	35,684 +169	+0.5%	+$39.4K	0.16%	87
2026 Q1	$7.59M	Buy	+35,515	New	+$7.78M	0.17%	76
2025 Q4	–	Sell	-34,090	Closed	-$6.94M	–	505
2025 Q3	$6.94M	Buy	34,090 +280	+0.8%	+$55.7K	0.17%	78
2025 Q2	$6.57M	Buy	33,810 +1,828	+6%	+$339K	0.18%	75
2025 Q1	$6.02M	Sell	31,982 -4,681	-13%	-$891K	0.19%	73
2024 Q4	$6.79M	Buy	36,663 +2,981	+9%	+$572K	0.2%	67
2024 Q3	$6.39M	Sell	33,682 -4,056	-11%	-$739K	0.24%	55
2024 Q2	$6.58M	Buy	37,738 +4,568	+14%	+$799K	0.22%	59
2024 Q1	$5.94M	Buy	33,170 +244	+0.7%	+$41.3K	0.21%	64
2023 Q4	$5.44M	Buy	32,926 +4,404	+15%	+$680K	0.23%	66
2023 Q3	$4.33M	Buy	28,522 +166	+0.6%	+$26.3K	0.22%	67
2023 Q2	$4.48M	Buy	28,356 +760	+3%	+$116K	0.23%	64
2023 Q1	$4.2M	Buy	27,596 +261	+1%	+$40.3K	0.24%	61
2022 Q4	$4.15M	Sell	27,335 -862	-3%	-$129K	0.25%	54
2022 Q3	$3.83M	Sell	28,197 -330	-1%	-$49.6K	0.22%	53
2022 Q2	$4.14M	Buy	28,527 +187	+0.7%	+$29.3K	0.24%	48
2022 Q1	$4.7M	Buy	28,340 +296	+1%	+$48.6K	0.22%	53
2021 Q4	$4.71M	Buy	28,044 +124	+0.4%	+$20.3K	0.22%	52
2021 Q3	$4.37M	Buy	27,920 +5,042	+22%	+$808K	0.23%	50
2021 Q2	$3.63M	Buy	22,878 +3,802	+20%	+$602K	0.19%	55
2021 Q1	$2.89M	Buy	19,076 +2,646	+16%	+$383K	0.17%	60
2020 Q4	$2.25M	Buy	16,430 +1,106	+7%	+$142K	0.14%	69
2020 Q3	$1.81M	Buy	15,324 +767	+5%	+$91K	0.13%	69
2020 Q2	$1.64M	Sell	14,557 -1,088	-7%	-$120K	0.13%	70
2020 Q1	$1.55M	Buy	15,645 +644	+4%	+$80.3K	0.16%	64
2019 Q4	$2.05M	Buy	15,001 +311	+2%	+$41K	0.22%	62
2019 Q3	$1.88M	Sell	14,690 -548	-4%	-$69.6K	0.22%	61
2019 Q2	$1.94M	Buy	15,238 +1,489	+11%	+$186K	0.23%	58
2019 Q1	$1.7M	Buy	13,749 +190	+1%	+$22.8K	0.21%	67
2018 Q4	$1.51M	Sell	13,559 -239	-2%	-$28.6K	0.22%	61
2018 Q3	$1.75M	Buy	13,798 +47	+0.3%	+$5.9K	0.21%	57
2018 Q2	$1.67M	Sell	13,751 -2,087	-13%	-$254K	0.21%	58
2018 Q1	$1.9M	Buy	15,838 +2,117	+15%	+$264K	0.26%	47
2017 Q4	$1.71M	Sell	13,721 -522	-4%	-$63.3K	0.21%	54
2017 Q3	$1.69M	Buy	14,243 +258	+2%	+$30.1K	0.22%	49
2017 Q2	$1.63M	Buy	13,985 +837	+6%	+$96.3K	0.23%	50
2017 Q1	$1.51M	Buy	13,148 +8,437	+179%	+$967K	0.37%	27
2016 Q4	$528K	Sell	4,711 -9,086	-66%	-$982K	0.2%	38
2016 Q3	$1.46M	Sell	13,797 -261	-2%	-$27.5K	0.24%	51
2016 Q2	$1.45M	Sell	14,058 -1,782	-11%	-$180K	0.26%	49
2016 Q1	$1.57M	Sell	15,840 -837	-5%	-$78.4K	0.29%	44
2015 Q4	$1.63M	Buy	16,677 +402	+2%	+$39.9K	0.32%	41
2015 Q3	$1.52M	Buy	16,275 +559	+4%	+$55.5K	0.32%	39
2015 Q2	$1.62M	Buy	15,716 +608	+4%	+$63.8K	0.37%	35
2015 Q1	$1.56M	Sell	15,108 -3	-0%	-$311	0.35%	35
2014 Q4	$1.58M	Sell	15,111 -163	-1%	-$16.6K	0.36%	40
2014 Q3	$1.53M	Buy	15,274 +305	+2%	+$30.9K	0.34%	38
2014 Q2	$1.52M	Buy	14,969 +747	+5%	+$73.3K	0.34%	37
2014 Q1	$1.37M	Sell	14,222 -5,132	-27%	-$481K	0.32%	38
2013 Q4	$1.82M	Buy	19,354 +482	+3%	+$43.7K	0.42%	30
2013 Q3	$1.63M	Buy	18,872 +448	+2%	+$38.9K	0.43%	27
2013 Q2	$1.54M	Buy	+18,424	New	+$1.53M	0.46%	20

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 22.9% 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

Brighton Jones LLC's IWD Position: Q2 2026 in Review

Brighton Jones LLC increased its iShares Russell 1000 Value ETF (IWD) stake by 0.48% in Q2 2026, buying an estimated $39.4K and bringing the position to 35,684 shares worth $8.65M. The position accounts for 0.16% of the portfolio, ranked #87.

Brighton Jones LLC first reported a position in IWD in Q2 2013 and has held it in 52 quarters since. 1,981 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Brighton Jones LLC held 35,684 shares of iShares Russell 1000 Value ETF worth $8.65M as of Q2 2026.
Brighton Jones LLC bought 169 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $39.4K.
iShares Russell 1000 Value ETF made up 0.16% of Brighton Jones LLC's portfolio in Q2 2026, its #87 holding.
Brighton Jones LLC first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 52 quarters since.
1,981 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.