First Foundation Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

First Foundation 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	$2.45M	Buy	10,114 +4,638	+85%	+$1.08M	0.09%	133
2026 Q1	$1.17M	Buy	5,476 +299	+6%	+$65.5K	0.05%	174
2025 Q4	$1.09M	Sell	5,177 -300	-5%	-$62K	0.04%	168
2025 Q3	$1.12M	Buy	5,477 +142	+3%	+$28.2K	0.04%	174
2025 Q2	$1.04M	Buy	5,335 +143	+3%	+$26.5K	0.04%	186
2025 Q1	$977K	Sell	5,192 -546	-10%	-$104K	0.04%	168
2024 Q4	$1.06M	Sell	5,738 -116	-2%	-$22.3K	0.04%	168
2024 Q3	$1.11M	Buy	5,854 +584	+11%	+$106K	0.04%	168
2024 Q2	$919K	Buy	5,270 +113	+2%	+$19.8K	0.04%	173
2024 Q1	$924K	Sell	5,157 -447	-8%	-$75.6K	0.04%	180
2023 Q4	$926K	Sell	5,604 -5,541	-50%	-$856K	0.04%	177
2023 Q3	$1.69M	Buy	11,145 +4,348	+64%	+$690K	0.08%	134
2023 Q2	$1.07M	Sell	6,797 -401	-6%	-$61.3K	0.05%	173
2023 Q1	$1.1M	Buy	7,198 +2,509	+54%	+$387K	0.05%	171
2022 Q4	$711K	Buy	4,689 +17	+0.4%	+$2.54K	0.03%	209
2022 Q3	$635K	Sell	4,672 -210	-4%	-$31.6K	0.03%	209
2022 Q2	$708K	Buy	4,882 +1,600	+49%	+$250K	0.03%	207
2022 Q1	$545K	Hold	3,282	–	–	0.02%	248
2021 Q4	$551K	Sell	3,282 -90	-3%	-$14.7K	0.02%	252
2021 Q3	$528K	Sell	3,372 -612	-15%	-$98.1K	0.02%	270
2021 Q2	$632K	Sell	3,984 -1,953	-33%	-$309K	0.02%	254
2021 Q1	$900K	Buy	5,937 +3,370	+131%	+$488K	0.04%	215
2020 Q4	$351K	Hold	2,567	–	–	0.02%	310
2020 Q3	$303K	Sell	2,567 -375	-13%	-$44.5K	0.01%	293
2020 Q2	$331K	Sell	2,942 -603	-17%	-$66.3K	0.02%	267
2020 Q1	$352K	Sell	3,545 -3,004	-46%	-$374K	0.02%	262
2019 Q4	$894K	Buy	6,549 +3,245	+98%	+$428K	0.04%	181
2019 Q3	$424K	Buy	3,304 +5	+0.2%	+$635	0.02%	244
2019 Q2	$420K	Buy	3,299 +442	+15%	+$55.3K	0.02%	241
2019 Q1	$353K	Sell	2,857 -5,070	-64%	-$609K	0.02%	248
2018 Q4	$880K	Buy	7,927 +5,496	+226%	+$659K	0.06%	197
2018 Q3	$308K	Hold	2,431	–	–	0.02%	286
2018 Q2	$295K	Hold	2,431	–	–	0.02%	269
2018 Q1	$292K	Sell	2,431 -450	-16%	-$56.1K	0.02%	269
2017 Q4	$358K	Hold	2,881	–	–	0.02%	252
2017 Q3	$341K	Hold	2,881	–	–	0.02%	235
2017 Q2	$335K	Hold	2,881	–	–	0.02%	243
2017 Q1	$331K	Buy	+2,881	New	+$330K	0.02%	246
2016 Q2	–	Sell	-3,980	Closed	-$393K	–	301
2016 Q1	$393K	Sell	3,980 -531	-12%	-$49.7K	0.03%	197
2015 Q4	$441K	Buy	+4,511	New	+$448K	0.03%	187
2015 Q2	–	Sell	-3,386	Closed	-$349K	–	255
2015 Q1	$349K	Buy	+3,386	New	+$351K	0.03%	173

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

First Foundation Advisors's IWD Position: Q2 2026 in Review

First Foundation Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 85% in Q2 2026, buying an estimated $1.08M and bringing the position to 10,114 shares worth $2.45M. The position accounts for 0.09% of the portfolio, ranked #133.

First Foundation Advisors first reported a position in IWD in Q1 2015 and has held it in 41 quarters since. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

First Foundation Advisors held 10,114 shares of iShares Russell 1000 Value ETF worth $2.45M as of Q2 2026.
First Foundation Advisors bought 4,638 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $1.08M.
iShares Russell 1000 Value ETF made up 0.09% of First Foundation Advisors's portfolio in Q2 2026, its #133 holding.
First Foundation Advisors first reported a position in iShares Russell 1000 Value ETF in Q1 2015 and has held it in 41 quarters since.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on First Foundation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.