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

Cahill Financial 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 		$665K Buy
2,745
+1
+0% +$233 0.06% 159
2026
Q1 		$586K Buy
2,744
+2
+0.1% +$438 0.06% 162
2025
Q4 		$577K Buy
2,742
+1
+0% +$207 0.06% 161
2025
Q3 		$558K Buy
2,741
+2
+0.1% +$398 0.06% 166
2025
Q2 		$532K Buy
2,739
+2
+0.1% +$370 0.07% 159
2025
Q1 		$515K Buy
2,737
+1
+0% +$190 0.07% 162
2024
Q4 		$507K Buy
2,736
+2
+0.1% +$384 0.07% 158
2024
Q3 		$519K Sell
2,734
-5,406
-66% -$985K 0.07% 164
2024
Q2 		$1.42M Sell
8,140
-534
-6% -$93.4K 0.19% 93
2024
Q1 		$1.55M Sell
8,674
-244
-3% -$41.3K 0.21% 88
2023
Q4 		$1.47M Sell
8,918
-233
-3% -$36K 0.22% 90
2023
Q3 		$1.39M Sell
9,151
-230
-2% -$36.5K 0.23% 90
2023
Q2 		$1.48M Sell
9,381
-471
-5% -$72K 0.24% 88
2023
Q1 		$1.5M Sell
9,852
-106
-1% -$16.4K 0.27% 83
2022
Q4 		$1.51M Sell
9,958
-273
-3% -$40.9K 0.29% 82
2022
Q3 		$1.39M Sell
10,231
-455
-4% -$68.4K 0.29% 80
2022
Q2 		$1.55M Sell
10,686
-397
-4% -$62.1K 0.33% 71
2022
Q1 		$1.84M Sell
11,083
-2,694
-20% -$442K 0.35% 68
2021
Q4 		$2.31M Sell
13,777
-2,647
-16% -$434K 0.45% 54
2021
Q3 		$2.57M Sell
16,424
-5,318
-24% -$853K 0.53% 47
2021
Q2 		$3.45M Sell
21,742
-2,930
-12% -$464K 0.78% 30
2021
Q1 		$3.74M Buy
24,672
+1,757
+8% +$254K 0.91% 25
2020
Q4 		$3.13M Buy
22,915
+1,203
+6% +$154K 0.79% 30
2020
Q3 		$2.56M Buy
21,712
+729
+3% +$86.5K 0.92% 25
2020
Q2 		$2.36M Buy
20,983
+428
+2% +$47.1K 0.91% 26
2020
Q1 		$2.04M Buy
20,555
+1,116
+6% +$139K 0.95% 29
2019
Q4 		$2.65M Buy
19,439
+1,010
+5% +$133K 0.96% 29
2019
Q3 		$2.36M Buy
18,429
+707
+4% +$89.8K 0.92% 28
2019
Q2 		$2.25M Buy
17,722
+1,025
+6% +$128K 0.89% 29
2019
Q1 		$2.06M Buy
16,697
+522
+3% +$62.7K 0.86% 31
2018
Q4 		$1.8M Buy
16,175
+419
+3% +$50.2K 0.9% 29
2018
Q3 		$2M Buy
15,756
+541
+4% +$67.9K 0.88% 31
2018
Q2 		$1.85M Buy
15,215
+412
+3% +$50.1K 0.85% 31
2018
Q1 		$1.78M Buy
14,803
+296
+2% +$36.9K 0.85% 35
2017
Q4 		$1.8M Buy
14,507
+271
+2% +$32.8K 0.91% 31
2017
Q3 		$1.69M Buy
14,236
+666
+5% +$77.6K 0.89% 32
2017
Q2 		$1.58M Sell
13,570
-258
-2% -$29.7K 0.87% 32
2017
Q1 		$1.59M Buy
13,828
+315
+2% +$36.1K 0.92% 32
2016
Q4 		$1.51M Buy
13,513
+24
+0.2% +$2.59K 0.92% 33
2016
Q3 		$1.43M Buy
13,489
+206
+2% +$21.7K 0.93% 33
2016
Q2 		$1.37M Buy
13,283
+550
+4% +$55.5K 0.96% 31
2016
Q1 		$1.26M Buy
12,733
+1,077
+9% +$101K 0.94% 32
2015
Q4 		$1.14M Buy
11,656
+370
+3% +$36.7K 0.93% 35
2015
Q3 		$1.05M Buy
11,286
+1,376
+14% +$137K 0.86% 37
2015
Q2 		$1.02M Buy
9,910
+346
+4% +$36.3K 0.77% 38
2015
Q1 		$986K Sell
9,564
-1,311
-12% -$136K 0.75% 38
2014
Q4 		$1.14M Sell
10,875
-166
-2% -$16.9K 0.88% 36
2014
Q3 		$1.11M Buy
11,041
+1,116
+11% +$113K 0.88% 37
2014
Q2 		$1.01M Buy
9,925
+1,921
+24% +$188K 0.79% 38
2014
Q1 		$773K Buy
8,004
+3,306
+70% +$310K 0.66% 41
2013
Q4 		$443K Buy
+4,698
New +$426K 0.38% 65

Other funds holding IWD

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Cahill Financial Advisors's IWD Position: Q2 2026 in Review

Cahill Financial Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 0.04% in Q2 2026, buying an estimated $233 and bringing the position to 2,745 shares worth $665K. The position accounts for 0.06% of the portfolio, ranked #159.

Cahill Financial Advisors first reported a position in IWD in Q4 2013 and has held it in 51 quarters since. The position peaked at $3.74M in Q1 2021. 1,608 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Cahill Financial Advisors held 2,745 shares of iShares Russell 1000 Value ETF worth $665K as of Q2 2026.
  • Cahill Financial Advisors bought 1 iShares Russell 1000 Value ETF share in Q2 2026, an estimated $233.
  • iShares Russell 1000 Value ETF made up 0.06% of Cahill Financial Advisors's portfolio in Q2 2026, its #159 holding.
  • Cahill Financial Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2013 and has held it in 51 quarters since.
  • Cahill Financial Advisors's iShares Russell 1000 Value ETF position peaked at $3.74M in Q1 2021.
  • 1,608 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.