Cascade Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Cascade Wealth 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	$1.58M	Hold	6,117	–	–	0.63%	33
2026 Q1	$1.43M	Hold	6,117	–	–	0.63%	28
2025 Q4	$1.34M	Hold	6,117	–	–	0.62%	27
2025 Q3	$1.26M	Sell	6,117 -368	-6%	-$73.2K	0.62%	25
2025 Q2	$1.27M	Buy	6,485 +368	+6%	+$68.2K	0.72%	25
2025 Q1	$1.09M	Hold	6,117	–	–	0.75%	25
2024 Q4	$1.13M	Hold	6,117	–	–	0.77%	26
2024 Q3	$1.16M	Sell	6,117 -80	-1%	-$14.6K	0.83%	26
2024 Q2	$1.11M	Sell	6,197 -319	-5%	-$55.8K	0.82%	26
2024 Q1	$1.12M	Buy	+6,516	New	+$1.1M	0.95%	28

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

Cascade Wealth Advisors's IWD Position: Q2 2026 in Review

Cascade Wealth Advisors held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 6,117 shares worth $1.58M. The position accounts for 0.63% of the portfolio, ranked #33.

Cascade Wealth Advisors first reported a position in IWD in Q1 2024 and has held it in 10 quarters since. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Cascade Wealth Advisors held 6,117 shares of iShares Russell 1000 Value ETF worth $1.58M as of Q2 2026.
Cascade Wealth Advisors left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.63% of Cascade Wealth Advisors's portfolio in Q2 2026, its #33 holding.
Cascade Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q1 2024 and has held it in 10 quarters since.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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