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

Edgemoor 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	$608K	Hold	2,506	–	–	0.04%	117
2026 Q1	$535K	Hold	2,506	–	–	0.04%	117
2025 Q4	$527K	Sell	2,506 -1,445	-37%	-$298K	0.04%	122
2025 Q3	$804K	Buy	3,951 +1,445	+58%	+$287K	0.06%	108
2025 Q2	$487K	Hold	2,506	–	–	0.04%	121
2025 Q1	$472K	Sell	2,506 -400	-14%	-$76.2K	0.04%	119
2024 Q4	$538K	Hold	2,906	–	–	0.05%	113
2024 Q3	$552K	Hold	2,906	–	–	0.05%	112
2024 Q2	$507K	Hold	2,906	–	–	0.05%	112
2024 Q1	$520K	Hold	2,906	–	–	0.05%	110
2023 Q4	$480K	Hold	2,906	–	–	0.05%	113
2023 Q3	$441K	Buy	2,906 +1,400	+93%	+$222K	0.05%	115
2023 Q2	$238K	Hold	1,506	–	–	0.03%	146
2023 Q1	$229K	Sell	1,506 -445	-23%	-$68.7K	0.03%	146
2022 Q4	$296K	Buy	1,951 +445	+30%	+$66.6K	0.04%	136
2022 Q3	$205K	Hold	1,506	–	–	0.03%	140
2022 Q2	$218K	Hold	1,506	–	–	0.03%	147
2022 Q1	$250K	Buy	+1,506	New	+$247K	0.03%	144

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

Edgemoor Investment Advisors's IWD Position: Q2 2026 in Review

Edgemoor Investment Advisors held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 2,506 shares worth $608K. The position accounts for 0.04% of the portfolio, ranked #117.

Edgemoor Investment Advisors first reported a position in IWD in Q1 2022 and has held it in 18 quarters since. The position peaked at $804K in Q3 2025. 1,981 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Edgemoor Investment Advisors held 2,506 shares of iShares Russell 1000 Value ETF worth $608K as of Q2 2026.
Edgemoor Investment Advisors left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.04% of Edgemoor Investment Advisors's portfolio in Q2 2026, its #117 holding.
Edgemoor Investment Advisors first reported a position in iShares Russell 1000 Value ETF in Q1 2022 and has held it in 18 quarters since.
Edgemoor Investment Advisors's iShares Russell 1000 Value ETF position peaked at $804K in Q3 2025.
1,981 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Edgemoor Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.