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Hantz Financial Services’s iShares Russell 1000 Value ETF IWD Stock Holding History

Hantz Financial Services’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 		$551K Buy
2,274
+500
+28% +$116K 0.01% 687
2026
Q1 		$379K Buy
1,774
+523
+42% +$115K 0.01% 758
2025
Q4 		$263K Buy
1,251
+976
+355% +$202K ﹤0.01% 760
2025
Q3 		$56K Sell
275
-32
-10% -$6.37K ﹤0.01% 1186
2025
Q2 		$60K Buy
307
+143
+87% +$26.5K ﹤0.01% 909
2025
Q1 		$31K Sell
164
-23
-12% -$4.38K ﹤0.01% 771
2024
Q4 		$35K Buy
+187
New +$35.9K ﹤0.01% 698
2024
Q2 		– Sell
-477
Closed -$85K – 1164
2024
Q1 		$85K Buy
477
+55
+13% +$9.31K ﹤0.01% 618
2023
Q4 		$70K Hold
422
– – ﹤0.01% 628
2023
Q3 		$64K Buy
422
+17
+4% +$2.7K ﹤0.01% 615
2023
Q2 		$64K Hold
405
– – ﹤0.01% 600
2023
Q1 		$62K Sell
405
-707
-64% -$109K ﹤0.01% 604
2022
Q4 		$169K Sell
1,112
-147
-12% -$22K 0.01% 549
2022
Q3 		$171K Buy
1,259
+707
+128% +$106K 0.01% 528
2022
Q2 		$80K Buy
552
+89
+19% +$13.9K ﹤0.01% 563
2022
Q1 		$77K Sell
463
-220
-32% -$36.1K ﹤0.01% 583
2021
Q4 		$115K Hold
683
– – ﹤0.01% 538
2021
Q3 		$107K Hold
683
– – ﹤0.01% 528
2021
Q2 		$108K Hold
683
– – ﹤0.01% 512
2021
Q1 		$104K Sell
683
-111
-14% -$16.1K ﹤0.01% 487
2020
Q4 		$109K Buy
794
+144
+22% +$18.5K ﹤0.01% 458
2020
Q3 		$77K Buy
+650
New +$77.1K ﹤0.01% 447
2020
Q2 		– Sell
-649
Closed -$64K – 592
2020
Q1 		$64K Buy
+649
New +$80.9K ﹤0.01% 420

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

Hantz Financial Services's IWD Position: Q2 2026 in Review

Hantz Financial Services increased its iShares Russell 1000 Value ETF (IWD) stake by 28% in Q2 2026, buying an estimated $116K and bringing the position to 2,274 shares worth $551K. The position accounts for 0.01% of the portfolio, ranked #687.

Hantz Financial Services first reported a position in IWD in Q1 2020 and has held it in 23 quarters since. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Hantz Financial Services held 2,274 shares of iShares Russell 1000 Value ETF worth $551K as of Q2 2026.
  • Hantz Financial Services bought 500 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $116K.
  • iShares Russell 1000 Value ETF made up 0.01% of Hantz Financial Services's portfolio in Q2 2026, its #687 holding.
  • Hantz Financial Services first reported a position in iShares Russell 1000 Value ETF in Q1 2020 and has held it in 23 quarters since.
  • 1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.