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

CM 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	$22.9M	Hold	94,592	–	–	4.14%	6
2026 Q1	$20.2M	Buy	94,592 +2,971	+3%	+$651K	4.3%	6
2025 Q4	$19.3M	Sell	91,621 -75	-0.1%	-$15.5K	4.35%	6
2025 Q3	$18.7M	Sell	91,696 -373	-0.4%	-$74.2K	4.92%	7
2025 Q2	$17.9M	Hold	92,069	–	–	5.26%	5
2025 Q1	$17.3M	Hold	92,069	–	–	5.54%	5
2024 Q4	$17M	Hold	92,069	–	–	5.57%	5
2024 Q3	$17.5M	Buy	92,069 +88,082	+2,209%	+$16M	5.66%	5
2024 Q2	$696K	Sell	3,987 -88,082	-96%	-$15.4M	0.33%	26
2024 Q1	$16.1M	Buy	92,069 +88,455	+2,448%	+$15M	4.6%	6
2023 Q4	$597K	Hold	3,614	–	–	0.26%	37
2023 Q3	$555K	Hold	3,614	–	–	0.21%	40
2023 Q2	$191K	Buy	+3,614	New	+$552K	0.06%	153
2023 Q1	–	Sell	-4,939	Closed	-$749K	–	426
2022 Q4	$749K	Hold	4,939	–	–	0.38%	25
2022 Q3	$672K	Hold	4,939	–	–	0.37%	28
2022 Q2	$716K	Buy	+4,939	New	+$773K	0.44%	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

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

CM Wealth Advisors held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 94,592 shares worth $22.9M. The position accounts for 4.14% of the portfolio, ranked #6.

CM Wealth Advisors first reported a position in IWD in Q2 2022 and has held it in 16 quarters since. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

CM Wealth Advisors held 94,592 shares of iShares Russell 1000 Value ETF worth $22.9M as of Q2 2026.
CM Wealth Advisors left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 4.14% of CM Wealth Advisors's portfolio in Q2 2026, its #6 holding.
CM Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q2 2022 and has held it in 16 quarters since.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.