Cardiff Park Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Cardiff Park 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	$1.8M	Buy	7,444 +5	+0.1%	+$1.17K	0.14%	82
2026 Q1	$1.59M	Buy	7,439 +6	+0.1%	+$1.31K	0.13%	88
2025 Q4	$1.56M	Buy	7,433 +46	+0.6%	+$9.5K	0.13%	85
2025 Q3	$1.5M	Buy	7,387 +7	+0.1%	+$1.39K	0.12%	90
2025 Q2	$1.43M	Buy	7,380 +7	+0.1%	+$1.3K	0.12%	91
2025 Q1	$1.39M	Buy	7,373 +4	+0.1%	+$762	0.13%	83
2024 Q4	$1.36M	Buy	7,369 +6	+0.1%	+$1.15K	0.13%	82
2024 Q3	$1.4M	Buy	7,363 +5	+0.1%	+$911	0.13%	78
2024 Q2	$1.28M	Buy	7,358 +5	+0.1%	+$874	0.12%	83
2024 Q1	$1.32M	Buy	7,353 +4	+0.1%	+$677	0.12%	81
2023 Q4	$1.21M	Buy	7,349 +13	+0.2%	+$2.01K	0.13%	77
2023 Q3	$1.11M	Hold	7,336	–	–	0.14%	77
2023 Q2	$1.16M	Buy	7,336 +4	+0.1%	+$612	0.14%	81
2023 Q1	$1.12M	Buy	7,332 +5	+0.1%	+$772	0.15%	81
2022 Q4	$1.11M	Buy	7,327 +7	+0.1%	+$1.05K	0.16%	82
2022 Q3	$995K	Buy	7,320 +7	+0.1%	+$1.05K	0.16%	79
2022 Q2	$1.06M	Buy	7,313 +6	+0.1%	+$939	0.16%	74
2022 Q1	$1.21M	Buy	7,307 +7	+0.1%	+$1.15K	0.17%	65
2021 Q4	$1.23M	Buy	+7,300	New	+$1.2M	0.16%	66

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

Cardiff Park Advisors's IWD Position: Q2 2026 in Review

Cardiff Park Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 0.07% in Q2 2026, buying an estimated $1.17K and bringing the position to 7,444 shares worth $1.8M. The position accounts for 0.14% of the portfolio, ranked #82.

Cardiff Park Advisors first reported a position in IWD in Q4 2021 and has held it in 19 quarters since. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Cardiff Park Advisors held 7,444 shares of iShares Russell 1000 Value ETF worth $1.8M as of Q2 2026.
Cardiff Park Advisors bought 5 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $1.17K.
iShares Russell 1000 Value ETF made up 0.14% of Cardiff Park Advisors's portfolio in Q2 2026, its #82 holding.
Cardiff Park Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and has held it in 19 quarters since.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Cardiff Park Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.