Harmony Asset Management
IWD icon

Harmony Asset Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Harmony Asset Management’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
Q3 		$281K Hold
1,132
– – 0.07% 170
2026
Q2 		$274K Hold
1,132
– – 0.07% 175
2026
Q1 		$242K Hold
1,132
– – 0.07% 178
2025
Q4 		$238K Hold
1,132
– – 0.08% 162
2025
Q3 		$230K Sell
1,132
-200
-15% -$39.8K 0.08% 160
2025
Q2 		$259K Hold
1,332
– – 0.1% 145
2025
Q1 		$251K Hold
1,332
– – 0.11% 141
2024
Q4 		$247K Hold
1,332
– – 0.1% 145
2024
Q3 		$253K Hold
1,332
– – 0.09% 146
2024
Q2 		$232K Hold
1,332
– – 0.1% 145
2024
Q1 		$239K Hold
1,332
– – 0.1% 136
2023
Q4 		$220K Buy
+1,332
New +$206K 0.09% 127

Other funds holding IWD

Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Marquette Asset Management
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Cedar Mountain Advisors
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
Beirne Wealth Consulting Services
Beirne Wealth Consulting Services Shelton, Connecticut $505M AUM 16.24% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Relyea Zuckerberg Hanson
Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Harmony Asset Management's IWD Position: Q3 2026 in Review

Harmony Asset Management held its iShares Russell 1000 Value ETF (IWD) position steady in Q3 2026 at 1,132 shares worth $281K. The position accounts for 0.07% of the portfolio, ranked #170.

Harmony Asset Management first reported a position in IWD in Q4 2023 and has held it in 12 quarters since. 505 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • Harmony Asset Management held 1,132 shares of iShares Russell 1000 Value ETF worth $281K as of Q3 2026.
  • Harmony Asset Management left its iShares Russell 1000 Value ETF share count unchanged in Q3 2026.
  • iShares Russell 1000 Value ETF made up 0.07% of Harmony Asset Management's portfolio in Q3 2026, its #170 holding.
  • Harmony Asset Management first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 12 quarters since.
  • 505 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Harmony Asset Management's 13F filing for Q3 2026, filed 20 Oct 2026.