HAM
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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
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

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

Harmony Asset Management's IWD Position: Q2 2026 in Review

Harmony Asset Management held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 1,132 shares worth $274K. The position accounts for 0.07% of the portfolio, ranked #175.

Harmony Asset Management first reported a position in IWD in Q4 2023 and has held it in 11 quarters since. 445 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Harmony Asset Management held 1,132 shares of iShares Russell 1000 Value ETF worth $274K as of Q2 2026.
  • Harmony Asset Management left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Value ETF made up 0.07% of Harmony Asset Management's portfolio in Q2 2026, its #175 holding.
  • Harmony Asset Management first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 445 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Harmony Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.