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Gryphon Financial Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Gryphon Financial Partners’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 		$2.16M Sell
8,910
-2,770
-24% -$645K 0.19% 83
2026
Q1 		$2.5M Buy
11,680
+3,214
+38% +$704K 0.26% 63
2025
Q4 		$1.78M Buy
8,466
+83
+1% +$17.1K 0.19% 72
2025
Q3 		$1.71M Buy
8,383
+204
+2% +$40.6K 0.19% 74
2025
Q2 		$1.59M Sell
8,179
-448
-5% -$83K 0.21% 73
2025
Q1 		$1.62M Buy
8,627
+94
+1% +$17.9K 0.23% 62
2024
Q4 		$1.58M Sell
8,533
-99
-1% -$19K 0.23% 62
2024
Q3 		$1.64M Sell
8,632
-763
-8% -$139K 0.22% 59
2024
Q2 		$1.64M Buy
9,395
+1,023
+12% +$179K 0.25% 57
2024
Q1 		$1.5M Sell
8,372
-47
-0.6% -$7.95K 0.25% 59
2023
Q4 		$1.39M Sell
8,419
-121
-1% -$18.7K 0.25% 60
2023
Q3 		$1.3M Sell
8,540
-193
-2% -$30.6K 0.3% 47
2023
Q2 		$1.38M Sell
8,733
-22
-0.3% -$3.36K 0.3% 47
2023
Q1 		$1.33M Sell
8,755
-552
-6% -$85.2K 0.3% 46
2022
Q4 		$1.41M Sell
9,307
-236
-2% -$35.3K 0.34% 38
2022
Q3 		$1.3M Sell
9,543
-114
-1% -$17.1K 0.33% 41
2022
Q2 		$1.4M Buy
9,657
+2
+0% +$313 0.34% 39
2022
Q1 		$1.6M Sell
9,655
-4,672
-33% -$767K 0.33% 42
2021
Q4 		$2.41M Buy
14,327
+8,656
+153% +$1.42M 0.46% 31
2021
Q3 		$888K Buy
+5,671
New +$909K 0.2% 65
2020
Q1 		– Sell
-1,862
Closed -$255K – 162
2019
Q4 		$255K Buy
1,862
+140
+8% +$18.5K 0.07% 148
2019
Q3 		$222K Buy
1,722
+145
+9% +$18.4K 0.06% 149
2019
Q2 		$201K Buy
+1,577
New +$197K 0.06% 143
2018
Q4 		– Sell
-1,784
Closed -$226K – 213
2018
Q3 		$226K Sell
1,784
-180
-9% -$22.6K 0.07% 139
2018
Q2 		$238K Buy
1,964
+145
+8% +$17.6K 0.11% 69
2018
Q1 		$218K Hold
1,819
– – 0.11% 76
2017
Q4 		$227K Buy
+1,819
New +$220K 0.13% 76

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 22.96% 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

Gryphon Financial Partners's IWD Position: Q2 2026 in Review

Gryphon Financial Partners reduced its iShares Russell 1000 Value ETF (IWD) stake by 24% in Q2 2026, selling an estimated $645K and leaving 8,910 shares worth $2.16M. The position accounts for 0.19% of the portfolio, ranked #83.

Gryphon Financial Partners first reported a position in IWD in Q4 2017 and has held it in 27 quarters since. The position peaked at $2.5M in Q1 2026. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Gryphon Financial Partners held 8,910 shares of iShares Russell 1000 Value ETF worth $2.16M as of Q2 2026.
  • Gryphon Financial Partners sold 2,770 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $645K.
  • iShares Russell 1000 Value ETF made up 0.19% of Gryphon Financial Partners's portfolio in Q2 2026, its #83 holding.
  • Gryphon Financial Partners first reported a position in iShares Russell 1000 Value ETF in Q4 2017 and has held it in 27 quarters since.
  • Gryphon Financial Partners's iShares Russell 1000 Value ETF position peaked at $2.5M in Q1 2026.
  • 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Gryphon Financial Partners's 13F filing for Q2 2026, filed 5 Aug 2026.