Hardy Reed’s iShares Russell 1000 Value ETF IWD Stock Holding History

Hardy Reed’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	$7.19M	Hold	29,678	–	–	0.46%	30
2026 Q1	$6.34M	Hold	29,678	–	–	0.46%	30
2025 Q4	$6.24M	Hold	29,678	–	–	0.45%	31
2025 Q3	$6.04M	Hold	29,678	–	–	0.44%	31
2025 Q2	$5.76M	Hold	29,678	–	–	0.46%	30
2025 Q1	$5.58M	Hold	29,678	–	–	0.49%	27
2024 Q4	$5.49M	Hold	29,678	–	–	0.48%	30
2024 Q3	$5.63M	Hold	29,678	–	–	0.5%	27
2024 Q2	$5.18M	Hold	29,678	–	–	0.52%	29
2024 Q1	$5.32M	Sell	29,678 -1,500	-5%	-$254K	0.66%	22
2023 Q4	$5.15M	Buy	31,178 +1,407	+5%	+$217K	0.7%	21
2023 Q3	$4.52M	Buy	29,771 +93	+0.3%	+$14.8K	0.82%	14
2023 Q2	$4.68M	Hold	29,678	–	–	0.83%	15
2023 Q1	$4.52M	Hold	29,678	–	–	0.8%	20
2022 Q4	$4.5M	Hold	29,678	–	–	0.85%	18
2022 Q3	$4.04M	Hold	29,678	–	–	0.89%	12
2022 Q2	$4.3M	Hold	29,678	–	–	0.92%	12
2022 Q1	$4.93M	Hold	29,678	–	–	0.92%	12
2021 Q4	$4.98M	Hold	29,678	–	–	0.82%	16
2021 Q3	$4.64M	Hold	29,678	–	–	0.83%	16
2021 Q2	$4.71M	Hold	29,678	–	–	0.84%	16
2021 Q1	$4.5M	Hold	29,678	–	–	0.86%	16
2020 Q4	$4.06M	Buy	29,678 +354	+1%	+$45.4K	0.85%	15
2020 Q3	$3.46M	Hold	29,324	–	–	0.87%	16
2020 Q2	$3.3M	Hold	29,324	–	–	1.17%	16
2020 Q1	$2.91M	Hold	29,324	–	–	1.33%	16
2019 Q4	$4M	Hold	29,324	–	–	1.49%	17
2019 Q3	$3.76M	Hold	29,324	–	–	1.5%	18
2019 Q2	$3.73M	Hold	29,324	–	–	1.47%	17
2019 Q1	$3.62M	Hold	29,324	–	–	1.33%	18
2018 Q4	$3.26M	Buy	+29,324	New	+$3.51M	1.33%	17

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

Hardy Reed's IWD Position: Q2 2026 in Review

Hardy Reed held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 29,678 shares worth $7.19M. The position accounts for 0.46% of the portfolio, ranked #30.

Hardy Reed first reported a position in IWD in Q4 2018 and has held it in 31 quarters since. 1,980 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Hardy Reed held 29,678 shares of iShares Russell 1000 Value ETF worth $7.19M as of Q2 2026.
Hardy Reed left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.46% of Hardy Reed's portfolio in Q2 2026, its #30 holding.
Hardy Reed first reported a position in iShares Russell 1000 Value ETF in Q4 2018 and has held it in 31 quarters since.
1,980 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Hardy Reed's 13F filing for Q2 2026, filed 3 Aug 2026.