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

Hanover 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	$660K	Sell	2,724 -880	-24%	-$205K	0.24%	56
2026 Q1	$770K	Hold	3,604	–	–	0.31%	44
2025 Q4	$758K	Hold	3,604	–	–	0.29%	45
2025 Q3	$734K	Hold	3,604	–	–	0.28%	48
2025 Q2	$700K	Hold	3,604	–	–	0.29%	41
2025 Q1	$678K	Hold	3,604	–	–	0.29%	35
2024 Q4	$667K	Hold	3,604	–	–	0.28%	35
2024 Q3	$684K	Hold	3,604	–	–	0.29%	36
2024 Q2	$629K	Hold	3,604	–	–	0.28%	36
2024 Q1	$646K	Hold	3,604	–	–	0.27%	39
2023 Q4	$596K	Buy	+3,604	New	+$557K	0.29%	33

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

Hanover Advisors's IWD Position: Q2 2026 in Review

Hanover Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 24% in Q2 2026, selling an estimated $205K and leaving 2,724 shares worth $660K. The position accounts for 0.24% of the portfolio, ranked #56.

Hanover Advisors first reported a position in IWD in Q4 2023 and has held it in 11 quarters since. The position peaked at $770K in Q1 2026. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Hanover Advisors held 2,724 shares of iShares Russell 1000 Value ETF worth $660K as of Q2 2026.
Hanover Advisors sold 880 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $205K.
iShares Russell 1000 Value ETF made up 0.24% of Hanover Advisors's portfolio in Q2 2026, its #56 holding.
Hanover Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 11 quarters since.
Hanover Advisors's iShares Russell 1000 Value ETF position peaked at $770K in Q1 2026.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Hanover Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.