Cooper/Haims Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Cooper/Haims 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	$207K	Buy	+855	New	+$199K	0.09%	108

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

Cooper/Haims Advisors's IWD Position: Q2 2026 in Review

Cooper/Haims Advisors opened a new position in iShares Russell 1000 Value ETF (IWD) in Q2 2026: 855 shares worth $207K. The stake represents 0.09% of the portfolio and ranks #108 among its holdings.

1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Cooper/Haims Advisors held 855 shares of iShares Russell 1000 Value ETF worth $207K as of Q2 2026.
iShares Russell 1000 Value ETF was a new Cooper/Haims Advisors position in Q2 2026.
iShares Russell 1000 Value ETF made up 0.09% of Cooper/Haims Advisors's portfolio in Q2 2026, its #108 holding.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Cooper/Haims Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.