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Hazlett, Burt & Watson’s iShares Russell 1000 Value ETF IWD Stock Holding History

Hazlett, Burt & Watson’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
Q1 		$1M Buy
4,685
+1
+0% +$219 0.31% 81
2025
Q4 		$985K Buy
4,684
+2,235
+91% +$462K 0.31% 77
2025
Q3 		$498K Buy
2,449
+481
+24% +$95.7K 0.18% 125
2025
Q2 		$381K Sell
1,968
-209
-10% -$38.7K 0.16% 133
2025
Q1 		$410K Sell
2,177
-1,236
-36% -$235K 0.18% 115
2024
Q4 		$629K Sell
3,413
-159
-4% -$30.5K 0.28% 81
2024
Q3 		$677K Buy
3,572
+1,479
+71% +$269K 0.31% 69
2024
Q2 		$367K Sell
2,093
-67
-3% -$11.7K 0.19% 112
2024
Q1 		$388K Sell
2,160
-22
-1% -$3.72K 0.23% 93
2023
Q4 		$362K Sell
2,182
-243
-10% -$37.5K 0.24% 91
2023
Q3 		$368K Buy
2,425
+1,262
+109% +$200K 0.27% 80
2023
Q2 		$183K Buy
1,163
+1,052
+948% +$161K 0.14% 149
2023
Q1 		$17K Sell
111
-10
-8% -$1.54K 0.01% 405
2022
Q4 		$19K Buy
121
+1
+0.8% +$150 0.02% 393
2022
Q3 		$16K Buy
120
+1
+0.8% +$150 0.02% 403
2022
Q2 		$17K Buy
119
+10
+9% +$1.56K 0.02% 398
2022
Q1 		$18K Buy
+109
New +$17.9K 0.01% 410

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Hazlett, Burt & Watson's IWD Position: Q1 2026 in Review

Hazlett, Burt & Watson increased its iShares Russell 1000 Value ETF (IWD) stake by 0.02% in Q1 2026, buying an estimated $219 and bringing the position to 4,685 shares worth $1M. The position accounts for 0.31% of the portfolio, ranked #81.

Hazlett, Burt & Watson first reported a position in IWD in Q1 2022 and has held it in 17 quarters since. 1,899 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Hazlett, Burt & Watson held 4,685 shares of iShares Russell 1000 Value ETF worth $1M as of Q1 2026.
  • Hazlett, Burt & Watson bought 1 iShares Russell 1000 Value ETF share in Q1 2026, an estimated $219.
  • iShares Russell 1000 Value ETF made up 0.31% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #81 holding.
  • Hazlett, Burt & Watson first reported a position in iShares Russell 1000 Value ETF in Q1 2022 and has held it in 17 quarters since.
  • 1,899 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.