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Harold Davidson & Associates’s iShares Russell 1000 Value ETF IWD Stock Holding History

Harold Davidson & Associates’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
-1,810
Closed -$387K – 62
2026
Q1 		$387K Buy
+1,810
New +$396K 0.19% 52

Other funds holding IWD

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
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 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

Harold Davidson & Associates's IWD Position: Q2 2026 in Review

Harold Davidson & Associates sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2026, closing a stake of 1,810 shares — an estimated $387K sold.

Harold Davidson & Associates first reported a position in IWD in Q1 2026 and held it in 1 quarter. The position peaked at $387K in Q1 2026. 1,000 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Harold Davidson & Associates reported no remaining iShares Russell 1000 Value ETF position as of Q2 2026 after selling out during the quarter.
  • Harold Davidson & Associates sold 1,810 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $387K.
  • Harold Davidson & Associates first reported a position in iShares Russell 1000 Value ETF in Q1 2026 and held it in 1 quarter.
  • Harold Davidson & Associates's iShares Russell 1000 Value ETF position peaked at $387K in Q1 2026.
  • 1,000 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Harold Davidson & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.