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

GHP 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 		$21.3M Sell
87,962
-42
-0% -$9.78K 0.78% 37
2026
Q1 		$18.8M Sell
88,004
-677
-0.8% -$148K 0.77% 33
2025
Q4 		$18.7M Sell
88,681
-393
-0.4% -$81.2K 0.77% 34
2025
Q3 		$18.1M Sell
89,074
-684
-0.8% -$136K 0.76% 36
2025
Q2 		$17.4M Sell
89,758
-501
-0.6% -$92.8K 0.77% 37
2025
Q1 		$17M Sell
90,259
-921
-1% -$175K 0.82% 28
2024
Q4 		$16.9M Sell
91,180
-309
-0.3% -$59.3K 0.79% 29
2024
Q3 		$17.4M Sell
91,489
-925
-1% -$169K 0.8% 26
2024
Q2 		$16.1M Sell
92,414
-403
-0.4% -$70.5K 0.81% 24
2024
Q1 		$16.6M Buy
92,817
+134
+0.1% +$22.7K 0.82% 24
2023
Q4 		$15.3M Sell
92,683
-888
-0.9% -$137K 0.83% 26
2023
Q3 		$14.1M Sell
93,571
-200
-0.2% -$31.7K 0.85% 23
2023
Q2 		$15.1M Sell
93,771
-2,483
-3% -$380K 0.88% 20
2023
Q1 		$14.7M Sell
96,254
-1,165
-1% -$180K 0.93% 16
2022
Q4 		$14.8M Sell
97,419
-3,226
-3% -$483K 1% 14
2022
Q3 		$13.7M Sell
100,645
-79
-0.1% -$11.9K 1.05% 12
2022
Q2 		$14.6M Buy
100,724
+872
+0.9% +$136K 1.09% 11
2022
Q1 		$16.6M Sell
99,852
-350
-0.3% -$57.5K 1.09% 13
2021
Q4 		$16.8M Buy
100,202
+1,122
+1% +$184K 1.19% 11
2021
Q3 		$15.5M Sell
99,080
-496
-0.5% -$79.5K 1.23% 12
2021
Q2 		$15.8M Buy
99,576
+2,987
+3% +$473K 1.27% 11
2021
Q1 		$14.6M Buy
96,589
+797
+0.8% +$115K 1.27% 12
2020
Q4 		$13.1M Sell
95,792
-720
-0.7% -$92.4K 1.25% 10
2020
Q3 		$11.4M Buy
96,512
+2,053
+2% +$243K 1.29% 10
2020
Q2 		$10.6M Buy
94,459
+291
+0.3% +$32K 1.32% 11
2020
Q1 		$9.34M Buy
94,168
+1,814
+2% +$226K 1.4% 10
2019
Q4 		$12.6M Sell
92,354
-553
-0.6% -$72.9K 1.35% 12
2019
Q3 		$11.9M Sell
92,907
-4,393
-5% -$558K 1.48% 9
2019
Q2 		$12.4M Sell
97,300
-607
-0.6% -$76K 1.51% 8
2019
Q1 		$12.1M Buy
97,907
+1,869
+2% +$225K 1.56% 8
2018
Q4 		$10.7M Sell
96,038
-1,658
-2% -$199K 1.61% 8
2018
Q3 		$12.4M Sell
97,696
-2,889
-3% -$363K 1.65% 8
2018
Q2 		$12.2M Buy
100,585
+501
+0.5% +$60.9K 1.72% 7
2018
Q1 		$12M Sell
100,084
-250
-0.2% -$31.2K 1.7% 10
2017
Q4 		$12.5M Buy
100,334
+270
+0.3% +$32.7K 1.77% 9
2017
Q3 		$11.9M Sell
100,064
-826
-0.8% -$96.2K 1.8% 9
2017
Q2 		$11.7M Sell
100,890
-1,170
-1% -$135K 1.86% 10
2017
Q1 		$11.7M Sell
102,060
-872
-0.8% -$100K 2.01% 8
2016
Q4 		$11.5M Sell
102,932
-906
-0.9% -$97.9K 2.15% 8
2016
Q3 		$11M Sell
103,838
-980
-0.9% -$103K 2.24% 8
2016
Q2 		$10.8M Sell
104,818
-3,568
-3% -$360K 2.33% 8
2016
Q1 		$10.7M Sell
108,386
-681
-0.6% -$63.8K 2.43% 8
2015
Q4 		$10.7M Buy
109,067
+524
+0.5% +$52K 2.58% 8
2015
Q3 		$10.1M Sell
108,543
-789
-0.7% -$78.3K 2.62% 8
2015
Q2 		$11.1M Buy
109,332
+681
+0.6% +$71.4K 2.74% 7
2015
Q1 		$11.2M Sell
108,651
-339
-0.3% -$35.1K 2.93% 7
2014
Q4 		$11.4M Sell
108,990
-4,110
-4% -$419K 3.13% 5
2014
Q3 		$11.3M Sell
113,100
-76
-0.1% -$7.7K 3.34% 5
2014
Q2 		$11.5M Buy
113,176
+1,396
+1% +$137K 3.38% 5
2014
Q1 		$10.8M Buy
111,780
+1,173
+1% +$110K 3.44% 5
2013
Q4 		$10.4M Buy
110,607
+532
+0.5% +$48.2K 3.43% 6
2013
Q3 		$9.49M Buy
110,075
+1,351
+1% +$117K 3.45% 6
2013
Q2 		$9.11M Buy
+108,724
New +$9.06M 3.63% 5

Other funds holding IWD

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

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

GHP Investment Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.05% in Q2 2026, selling an estimated $9.78K and leaving 87,962 shares worth $21.3M. The position accounts for 0.78% of the portfolio, ranked #37.

GHP Investment Advisors first reported a position in IWD in Q2 2013 and has held it in 53 quarters since. 888 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • GHP Investment Advisors held 87,962 shares of iShares Russell 1000 Value ETF worth $21.3M as of Q2 2026.
  • GHP Investment Advisors sold 42 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $9.78K.
  • iShares Russell 1000 Value ETF made up 0.78% of GHP Investment Advisors's portfolio in Q2 2026, its #37 holding.
  • GHP Investment Advisors first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 53 quarters since.
  • 888 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.