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

Hamilton Point 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	$617K	Hold	2,547	–	–	0.09%	95
2026 Q1	$544K	Buy	2,547 +20	+0.8%	+$4.38K	0.08%	92
2025 Q4	$532K	Sell	2,527 -60	-2%	-$12.4K	0.08%	97
2025 Q3	$527K	Buy	2,587 +614	+31%	+$122K	0.08%	95
2025 Q2	$383K	Buy	1,973 +8	+0.4%	+$1.48K	0.06%	103
2025 Q1	$370K	Hold	1,965	–	–	0.07%	98
2024 Q4	$364K	Hold	1,965	–	–	0.06%	100
2024 Q3	$373K	Hold	1,965	–	–	0.07%	99
2024 Q2	$343K	Hold	1,965	–	–	0.07%	100
2024 Q1	$352K	Hold	1,965	–	–	0.07%	100
2023 Q4	$325K	Hold	1,965	–	–	0.07%	106
2023 Q3	$300K	Hold	1,965	–	–	0.07%	100
2023 Q2	$310K	Hold	1,965	–	–	0.07%	101
2023 Q1	$299K	Buy	+1,965	New	+$303K	0.07%	98

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

Hamilton Point Investment Advisors's IWD Position: Q2 2026 in Review

Hamilton Point Investment Advisors held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 2,547 shares worth $617K. The position accounts for 0.09% of the portfolio, ranked #95.

Hamilton Point Investment Advisors first reported a position in IWD in Q1 2023 and has held it in 14 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Hamilton Point Investment Advisors held 2,547 shares of iShares Russell 1000 Value ETF worth $617K as of Q2 2026.
Hamilton Point Investment Advisors left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.09% of Hamilton Point Investment Advisors's portfolio in Q2 2026, its #95 holding.
Hamilton Point Investment Advisors first reported a position in iShares Russell 1000 Value ETF in Q1 2023 and has held it in 14 quarters since.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Hamilton Point Investment Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.