CVA Family Office’s iShares Russell 1000 Value ETF IWD Stock Holding History

CVA Family Office’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	$955K	Hold	3,941	–	–	0.09%	126
2026 Q1	$842K	Sell	3,941 -7	-0.2%	-$1.53K	0.09%	127
2025 Q4	$830K	Hold	3,948	–	–	0.1%	119
2025 Q3	$804K	Sell	3,948 -235	-6%	-$46.7K	0.1%	119
2025 Q2	$812K	Hold	4,183	–	–	0.11%	114
2025 Q1	$787K	Hold	4,183	–	–	0.12%	115
2024 Q4	$774K	Hold	4,183	–	–	0.12%	111
2024 Q3	$794K	Sell	4,183 -955	-19%	-$174K	0.13%	111
2024 Q2	$896K	Sell	5,138 -1,372	-21%	-$240K	0.16%	92
2024 Q1	$1.17M	Hold	6,510	–	–	0.21%	79
2023 Q4	$1.08M	Hold	6,510	–	–	0.21%	80
2023 Q3	$988K	Hold	6,510	–	–	0.23%	80
2023 Q2	$1.03M	Sell	6,510 -546	-8%	-$83.5K	0.22%	77
2023 Q1	$1.07M	Buy	7,056 +504	+8%	+$77.8K	0.24%	68
2022 Q4	$994K	Buy	6,552 +314	+5%	+$47K	0.24%	67
2022 Q3	$848K	Hold	6,238	–	–	0.23%	75
2022 Q2	$904K	Hold	6,238	–	–	0.25%	69
2022 Q1	$1.03M	Buy	6,238 +7	+0.1%	+$1.15K	0.25%	69
2021 Q4	$1.05M	Buy	6,231 +1,580	+34%	+$259K	0.26%	63
2021 Q3	$549K	Sell	4,651 -1,580	-25%	-$253K	0.4%	45
2021 Q2	$988K	Buy	6,231 +1,580	+34%	+$250K	0.28%	56
2021 Q1	$705K	Hold	4,651	–	–	0.27%	54
2020 Q4	$636K	Hold	4,651	–	–	0.39%	46
2020 Q3	$549K	Hold	4,651	–	–	0.4%	45
2020 Q2	$524K	Hold	4,651	–	–	0.43%	43
2020 Q1	$461K	Buy	+4,651	New	+$580K	0.47%	45

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

CVA Family Office's IWD Position: Q2 2026 in Review

CVA Family Office held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 3,941 shares worth $955K. The position accounts for 0.09% of the portfolio, ranked #126.

CVA Family Office first reported a position in IWD in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.17M in Q1 2024. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

CVA Family Office held 3,941 shares of iShares Russell 1000 Value ETF worth $955K as of Q2 2026.
CVA Family Office left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.09% of CVA Family Office's portfolio in Q2 2026, its #126 holding.
CVA Family Office first reported a position in iShares Russell 1000 Value ETF in Q1 2020 and has held it in 26 quarters since.
CVA Family Office's iShares Russell 1000 Value ETF position peaked at $1.17M in Q1 2024.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.