HAFG
IWD icon

Hansen & Associates Financial Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Hansen & Associates Financial Group’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 		– Sell
-1,596
Closed -$344K – 46
2026
Q1 		$344K Sell
1,596
-6,122
-79% -$1.34M 0.19% 39
2025
Q4 		$1.73M Sell
7,718
-166
-2% -$34.3K 0.95% 24
2025
Q3 		$1.63M Buy
+7,884
New +$1.57M 0.68% 27

Other funds holding IWD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
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
7WCP
71 West Capital Partners Boston, Massachusetts $2.89B AUM
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Hansen & Associates Financial Group's IWD Position: Q2 2026 in Review

Hansen & Associates Financial Group sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2026, closing a stake of 1,596 shares — an estimated $344K sold.

Hansen & Associates Financial Group first reported a position in IWD in Q3 2025 and held it in 3 quarters. The position peaked at $1.73M in Q4 2025. 1,361 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Hansen & Associates Financial Group reported no remaining iShares Russell 1000 Value ETF position as of Q2 2026 after selling out during the quarter.
  • Hansen & Associates Financial Group sold 1,596 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $344K.
  • Hansen & Associates Financial Group first reported a position in iShares Russell 1000 Value ETF in Q3 2025 and held it in 3 quarters.
  • Hansen & Associates Financial Group's iShares Russell 1000 Value ETF position peaked at $1.73M in Q4 2025.
  • 1,361 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Hansen & Associates Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.