Clifford Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Clifford Group’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	$1.78M	Sell	7,358 -579	-7%	-$135K	1.23%	16
2026 Q1	$1.7M	Sell	7,937 -74	-0.9%	-$16.2K	1.31%	15
2025 Q4	$1.69M	Sell	8,011 -23	-0.3%	-$4.75K	1.3%	15
2025 Q3	$1.64M	Sell	8,034 -2	-0%	-$398	1.27%	16
2025 Q2	$1.56M	Sell	8,036 -211	-3%	-$39.1K	1.28%	16
2025 Q1	$1.55M	Sell	8,247 -300	-4%	-$57.1K	1.45%	14
2024 Q4	$1.58M	Sell	8,547 -29	-0.3%	-$5.56K	1.21%	17
2024 Q3	$1.63M	Sell	8,576 -325	-4%	-$59.2K	1.27%	17
2024 Q2	$1.55M	Sell	8,901 -98	-1%	-$17.1K	1.25%	18
2024 Q1	$1.61M	Sell	8,999 -135	-1%	-$22.8K	1.33%	16
2023 Q4	$1.51M	Sell	9,134 -438	-5%	-$67.6K	1.4%	15
2023 Q3	$1.45M	Sell	9,572 -68	-0.7%	-$10.8K	1.58%	14
2023 Q2	$1.52M	Sell	9,640 -406	-4%	-$62.1K	1.63%	13
2023 Q1	$1.53M	Sell	10,046 -513	-5%	-$79.2K	1.85%	14
2022 Q4	$1.6M	Buy	+10,559	New	+$1.58M	2%	11

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

Clifford Group's IWD Position: Q2 2026 in Review

Clifford Group reduced its iShares Russell 1000 Value ETF (IWD) stake by 7.3% in Q2 2026, selling an estimated $135K and leaving 7,358 shares worth $1.78M. The position accounts for 1.23% of the portfolio, ranked #16.

Clifford Group first reported a position in IWD in Q4 2022 and has held it in 15 quarters since. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Clifford Group held 7,358 shares of iShares Russell 1000 Value ETF worth $1.78M as of Q2 2026.
Clifford Group sold 579 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $135K.
iShares Russell 1000 Value ETF made up 1.23% of Clifford Group's portfolio in Q2 2026, its #16 holding.
Clifford Group first reported a position in iShares Russell 1000 Value ETF in Q4 2022 and has held it in 15 quarters since.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Clifford Group's 13F filing for Q2 2026, filed 14 Aug 2026.