Cornell Pochily Investment Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Cornell Pochily Investment 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	$840K	Hold	3,464	–	–	0.23%	90
2026 Q1	$740K	Buy	+3,464	New	+$759K	0.22%	91
2025 Q4	–	Sell	-3,464	Closed	-$705K	–	187
2025 Q3	$705K	Hold	3,464	–	–	0.21%	98
2025 Q2	$673K	Buy	3,464 +50	+1%	+$9.26K	0.22%	101
2025 Q1	$642K	Hold	3,414	–	–	0.23%	102
2024 Q4	$632K	Hold	3,414	–	–	0.22%	101
2024 Q3	$648K	Buy	3,414 +200	+6%	+$36.4K	0.23%	103
2024 Q2	$561K	Buy	3,214 +334	+12%	+$58.4K	0.21%	104
2024 Q1	$516K	Hold	2,880	–	–	0.2%	104
2023 Q4	$476K	Hold	2,880	–	–	0.2%	114
2023 Q3	$437K	Sell	2,880 -25	-0.9%	-$3.96K	0.19%	117
2023 Q2	$458K	Sell	2,905 -20	-0.7%	-$3.06K	0.19%	118
2023 Q1	$445K	Hold	2,925	–	–	0.19%	120
2022 Q4	$444K	Buy	2,925 +500	+21%	+$74.8K	0.2%	121
2022 Q3	$330K	Hold	2,425	–	–	0.14%	131
2022 Q2	$352K	Hold	2,425	–	–	0.16%	131
2022 Q1	$403K	Hold	2,425	–	–	0.16%	125
2021 Q4	$407K	Hold	2,425	–	–	0.16%	124
2021 Q3	$380K	Hold	2,425	–	–	0.16%	124
2021 Q2	$385K	Buy	+2,425	New	+$384K	0.17%	124

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

Cornell Pochily Investment Advisors's IWD Position: Q2 2026 in Review

Cornell Pochily Investment Advisors held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 3,464 shares worth $840K. The position accounts for 0.23% of the portfolio, ranked #90.

Cornell Pochily Investment Advisors first reported a position in IWD in Q2 2021 and has held it in 20 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Cornell Pochily Investment Advisors held 3,464 shares of iShares Russell 1000 Value ETF worth $840K as of Q2 2026.
Cornell Pochily Investment Advisors left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.23% of Cornell Pochily Investment Advisors's portfolio in Q2 2026, its #90 holding.
Cornell Pochily Investment Advisors first reported a position in iShares Russell 1000 Value ETF in Q2 2021 and has held it in 20 quarters since.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Cornell Pochily Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.