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

Eldridge 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 		$2.09M Buy
8,630
+450
+6% +$105K 0.41% 40
2026
Q1 		$1.75M Buy
8,180
+1
+0% +$219 0.38% 45
2025
Q4 		$1.72M Hold
8,179
– – 0.38% 46
2025
Q3 		$1.67M Sell
8,179
-2,614
-24% -$520K 0.38% 47
2025
Q2 		$2.1M Hold
10,793
– – 0.44% 45
2025
Q1 		$2.03M Buy
10,793
+551
+5% +$105K 0.47% 48
2024
Q4 		$1.9M Sell
10,242
-73
-0.7% -$14K 0.44% 53
2024
Q3 		$1.96M Sell
10,315
-170
-2% -$31K 0.46% 48
2024
Q2 		$1.83M Buy
10,485
+410
+4% +$71.7K 0.46% 48
2024
Q1 		$1.8M Sell
10,075
-419
-4% -$70.9K 0.46% 50
2023
Q4 		$1.73M Sell
10,494
-34
-0.3% -$5.25K 0.45% 52
2023
Q3 		$1.6M Sell
10,528
-2,014
-16% -$319K 0.53% 40
2023
Q2 		$1.98M Buy
12,542
+51
+0.4% +$7.8K 0.65% 36
2023
Q1 		$1.9M Buy
12,491
+361
+3% +$55.7K 0.66% 38
2022
Q4 		$1.84M Buy
12,130
+52
+0.4% +$7.78K 0.64% 38
2022
Q3 		$1.64M Buy
12,078
+94
+0.8% +$14.1K 0.64% 35
2022
Q2 		$1.74M Buy
11,984
+111
+0.9% +$17.4K 0.65% 32
2022
Q1 		$1.97M Buy
11,873
+695
+6% +$114K 0.67% 29
2021
Q4 		$1.88M Buy
11,178
+792
+8% +$130K 0.62% 27
2021
Q3 		$1.63M Buy
10,386
+2,740
+36% +$439K 0.58% 34
2021
Q2 		$1.21M Buy
7,646
+2,474
+48% +$392K 0.44% 39
2021
Q1 		$784K Buy
5,172
+2,422
+88% +$350K 0.3% 51
2020
Q4 		$376K Buy
2,750
+425
+18% +$54.5K 0.16% 73
2020
Q3 		$275K Buy
2,325
+202
+10% +$24K 0.13% 82
2020
Q2 		$239K Buy
+2,123
New +$233K 0.12% 89

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

Eldridge Investment Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 5.5% in Q2 2026, buying an estimated $105K and bringing the position to 8,630 shares worth $2.09M. The position accounts for 0.41% of the portfolio, ranked #40.

Eldridge Investment Advisors first reported a position in IWD in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.1M in Q2 2025. 1,980 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Eldridge Investment Advisors held 8,630 shares of iShares Russell 1000 Value ETF worth $2.09M as of Q2 2026.
  • Eldridge Investment Advisors bought 450 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $105K.
  • iShares Russell 1000 Value ETF made up 0.41% of Eldridge Investment Advisors's portfolio in Q2 2026, its #40 holding.
  • Eldridge Investment Advisors first reported a position in iShares Russell 1000 Value ETF in Q2 2020 and has held it in 25 quarters since.
  • Eldridge Investment Advisors's iShares Russell 1000 Value ETF position peaked at $2.1M in Q2 2025.
  • 1,980 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Eldridge Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.