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

Greenspring 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	$1.68M	Sell	6,929 -73	-1%	-$17K	0.09%	106
2026 Q1	$1.5M	Buy	7,002 +60	+0.9%	+$13.1K	0.09%	100
2025 Q4	$1.46M	Buy	6,942 +4,902	+240%	+$1.01M	0.09%	101
2025 Q3	$415K	Buy	+2,040	New	+$406K	0.07%	68
2025 Q1	$384K	Hold	2,040	–	–	0.09%	59
2024 Q4	$378K	Hold	2,040	–	–	0.08%	58
2024 Q3	$387K	Hold	2,040	–	–	0.08%	59
2024 Q2	$356K	Hold	2,040	–	–	0.09%	48
2024 Q1	$365K	Hold	2,040	–	–	0.09%	49
2023 Q4	$337K	Hold	2,040	–	–	0.09%	45
2023 Q3	$310K	Hold	2,040	–	–	0.1%	41
2023 Q2	$322K	Sell	2,040 -1,572	-44%	-$240K	0.1%	41
2023 Q1	$550K	Hold	3,612	–	–	0.12%	66
2022 Q4	$548K	Sell	3,612 -735	-17%	-$110K	0.15%	62
2022 Q3	$591K	Buy	4,347 +31	+0.7%	+$4.66K	0.18%	58
2022 Q2	$624K	Sell	4,316 -168	-4%	-$26.3K	0.18%	52
2022 Q1	$744K	Buy	4,484 +32	+0.7%	+$5.25K	0.2%	45
2021 Q4	$748K	Buy	+4,452	New	+$729K	0.19%	42

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 22.9% 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

Greenspring Advisors's IWD Position: Q2 2026 in Review

Greenspring Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 1% in Q2 2026, selling an estimated $17K and leaving 6,929 shares worth $1.68M. The position accounts for 0.09% of the portfolio, ranked #106.

Greenspring Advisors first reported a position in IWD in Q4 2021 and has held it in 18 quarters since. 1,981 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Greenspring Advisors held 6,929 shares of iShares Russell 1000 Value ETF worth $1.68M as of Q2 2026.
Greenspring Advisors sold 73 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $17K.
iShares Russell 1000 Value ETF made up 0.09% of Greenspring Advisors's portfolio in Q2 2026, its #106 holding.
Greenspring Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and has held it in 18 quarters since.
1,981 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Greenspring Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.