Elwood & Goetz Wealth Advisory Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Elwood & Goetz Wealth Advisory Group’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	$305K	Hold	1,258	–	–	0.05%	119
2026 Q1	$269K	Buy	1,258 +134	+12%	+$29.3K	0.05%	119
2025 Q4	$236K	Sell	1,124 -59	-5%	-$12.2K	0.04%	121
2025 Q3	$241K	Hold	1,183	–	–	0.05%	117
2025 Q2	$230K	Hold	1,183	–	–	0.05%	107
2025 Q1	$223K	Buy	+1,183	New	+$225K	0.05%	91

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

Elwood & Goetz Wealth Advisory Group's IWD Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 1,258 shares worth $305K. The position accounts for 0.05% of the portfolio, ranked #119.

Elwood & Goetz Wealth Advisory Group first reported a position in IWD in Q1 2025 and has held it in 6 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Elwood & Goetz Wealth Advisory Group held 1,258 shares of iShares Russell 1000 Value ETF worth $305K as of Q2 2026.
Elwood & Goetz Wealth Advisory Group left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.05% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #119 holding.
Elwood & Goetz Wealth Advisory Group first reported a position in iShares Russell 1000 Value ETF in Q1 2025 and has held it in 6 quarters since.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.