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EWA LLC’s iShares Russell 1000 Value ETF IWD Stock Holding History

EWA LLC’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 		$363K Sell
1,497
-28
-2% -$6.52K 0.07% 185
2026
Q1 		$326K Sell
1,525
-17
-1% -$3.72K 0.07% 158
2025
Q4 		$324K Buy
1,542
+7
+0.5% +$1.45K 0.08% 142
2025
Q3 		$312K Buy
1,535
+7
+0.5% +$1.39K 0.09% 124
2025
Q2 		$297K Buy
1,528
+4
+0.3% +$741 0.09% 122
2025
Q1 		$287K Sell
1,524
-96
-6% -$18.3K 0.11% 100
2024
Q4 		$300K Buy
1,620
+9
+0.6% +$1.73K 0.11% 92
2024
Q3 		$312K Buy
1,611
+9
+0.6% +$1.64K 0.11% 86
2024
Q2 		$289K Buy
1,602
+6
+0.4% +$1.05K 0.12% 83
2024
Q1 		$282K Sell
1,596
-60
-4% -$10.2K 0.13% 79
2023
Q4 		$276K Buy
1,656
+12
+0.7% +$1.85K 0.13% 74
2023
Q3 		$247K Buy
1,644
+39
+2% +$6.19K 0.16% 67
2023
Q2 		$253K Buy
1,605
+6
+0.4% +$917 0.17% 55
2023
Q1 		$240K Buy
+1,599
New +$247K 0.18% 50

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 22.9% 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

EWA LLC's IWD Position: Q2 2026 in Review

EWA LLC reduced its iShares Russell 1000 Value ETF (IWD) stake by 1.8% in Q2 2026, selling an estimated $6.52K and leaving 1,497 shares worth $363K. The position accounts for 0.07% of the portfolio, ranked #185.

EWA LLC first reported a position in IWD in Q1 2023 and has held it in 14 quarters since. 1,981 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • EWA LLC held 1,497 shares of iShares Russell 1000 Value ETF worth $363K as of Q2 2026.
  • EWA LLC sold 28 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $6.52K.
  • iShares Russell 1000 Value ETF made up 0.07% of EWA LLC's portfolio in Q2 2026, its #185 holding.
  • EWA LLC first reported a position in iShares Russell 1000 Value ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,981 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on EWA LLC's 13F filing for Q2 2026, filed 14 Jul 2026.