DHJJ Financial Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

DHJJ Financial 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	$4.85K	Hold	20	–	–	﹤0.01%	674
2026 Q1	$4.27K	Hold	20	–	–	﹤0.01%	675
2025 Q4	$4.21K	Hold	20	–	–	﹤0.01%	650
2025 Q3	$4.07K	Sell	20 -20	-50%	-$3.98K	﹤0.01%	637
2025 Q2	$7.77K	Hold	40	–	–	﹤0.01%	570
2025 Q1	$7.53K	Hold	40	–	–	﹤0.01%	535
2024 Q4	$7.41K	Sell	40 -15	-27%	-$2.88K	﹤0.01%	525
2024 Q3	$10.4K	Sell	55 -10	-15%	-$1.82K	﹤0.01%	494
2024 Q2	$11.3K	Hold	65	–	–	﹤0.01%	445
2024 Q1	$11.6K	Hold	65	–	–	0.01%	434
2023 Q4	$10.7K	Hold	65	–	–	0.01%	433
2023 Q3	$9.87K	Buy	+65	New	+$10.3K	0.01%	437

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 22.9% 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

DHJJ Financial Advisors's IWD Position: Q2 2026 in Review

DHJJ Financial Advisors held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 20 shares worth $4.85K. The position accounts for ﹤0.01% of the portfolio, ranked #674.

DHJJ Financial Advisors first reported a position in IWD in Q3 2023 and has held it in 12 quarters since. The position peaked at $11.6K in Q1 2024. 1,981 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

DHJJ Financial Advisors held 20 shares of iShares Russell 1000 Value ETF worth $4.85K as of Q2 2026.
DHJJ Financial Advisors left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #674 holding.
DHJJ Financial Advisors first reported a position in iShares Russell 1000 Value ETF in Q3 2023 and has held it in 12 quarters since.
DHJJ Financial Advisors's iShares Russell 1000 Value ETF position peaked at $11.6K in Q1 2024.
1,981 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.