Harvest Investment Services’s iShares Russell 1000 Value ETF IWD Stock Holding History

Harvest Investment 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	$754K	Sell	3,112 -76	-2%	-$17.7K	0.12%	191
2026 Q1	$681K	Sell	3,188 -147	-4%	-$32.2K	0.12%	164
2025 Q4	$701K	Hold	3,335	–	–	0.13%	154
2025 Q3	$679K	Buy	3,335 +85	+3%	+$16.9K	0.14%	164
2025 Q2	$631K	Buy	3,250 +7	+0.2%	+$1.3K	0.14%	165
2025 Q1	$610K	Sell	3,243 -2,408	-43%	-$459K	0.17%	136
2024 Q4	$1.05M	Buy	5,651 +18	+0.3%	+$3.45K	0.26%	99
2024 Q3	$1.07M	Buy	5,633 +170	+3%	+$31K	0.34%	78
2024 Q2	$953K	Buy	+5,463	New	+$955K	0.38%	66

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

Harvest Investment Services's IWD Position: Q2 2026 in Review

Harvest Investment Services reduced its iShares Russell 1000 Value ETF (IWD) stake by 2.4% in Q2 2026, selling an estimated $17.7K and leaving 3,112 shares worth $754K. The position accounts for 0.12% of the portfolio, ranked #191.

Harvest Investment Services first reported a position in IWD in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.07M in Q3 2024. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Harvest Investment Services held 3,112 shares of iShares Russell 1000 Value ETF worth $754K as of Q2 2026.
Harvest Investment Services sold 76 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $17.7K.
iShares Russell 1000 Value ETF made up 0.12% of Harvest Investment Services's portfolio in Q2 2026, its #191 holding.
Harvest Investment Services first reported a position in iShares Russell 1000 Value ETF in Q2 2024 and has held it in 9 quarters since.
Harvest Investment Services's iShares Russell 1000 Value ETF position peaked at $1.07M in Q3 2024.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Harvest Investment Services's 13F filing for Q2 2026, filed 14 Aug 2026.