Clear Harbor Asset Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Clear Harbor Asset Management’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	$1.19M	Buy	4,903 +1,592	+48%	+$371K	0.07%	193
2026 Q1	$707K	Buy	3,311 +1,995	+152%	+$437K	0.05%	261
2025 Q4	$277K	Buy	+1,316	New	+$272K	0.02%	369
2020 Q4	–	Sell	-522	Closed	-$61.7K	–	523
2020 Q3	$61.7K	Buy	+522	New	+$61.9K	0.01%	362
2020 Q1	–	Sell	-721	Closed	-$98.4K	–	477
2019 Q4	$98.4K	Buy	+721	New	+$95K	0.02%	343
2014 Q3	–	Sell	-422	Closed	-$43K	–	228
2014 Q2	$43K	Buy	+422	New	+$41.4K	0.01%	223

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

Clear Harbor Asset Management's IWD Position: Q2 2026 in Review

Clear Harbor Asset Management increased its iShares Russell 1000 Value ETF (IWD) stake by 48% in Q2 2026, buying an estimated $371K and bringing the position to 4,903 shares worth $1.19M. The position accounts for 0.07% of the portfolio, ranked #193.

Clear Harbor Asset Management first reported a position in IWD in Q2 2014 and has held it in 6 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Clear Harbor Asset Management held 4,903 shares of iShares Russell 1000 Value ETF worth $1.19M as of Q2 2026.
Clear Harbor Asset Management bought 1,592 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $371K.
iShares Russell 1000 Value ETF made up 0.07% of Clear Harbor Asset Management's portfolio in Q2 2026, its #193 holding.
Clear Harbor Asset Management first reported a position in iShares Russell 1000 Value ETF in Q2 2014 and has held it in 6 quarters since.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Clear Harbor Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.