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HB Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

HB Wealth 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 		$59.3M Buy
244,415
+8,104
+3% +$1.89M 0.33% 41
2026
Q1 		$50.5M Buy
236,311
+1,595
+0.7% +$349K 0.33% 45
2025
Q4 		$49.4M Buy
234,716
+28,062
+14% +$5.8M 0.32% 42
2025
Q3 		$42.1M Buy
206,654
+25,070
+14% +$4.99M 0.28% 50
2025
Q2 		$35.3M Buy
181,584
+6,145
+4% +$1.14M 0.28% 49
2025
Q1 		$33M Buy
175,439
+10,159
+6% +$1.93M 0.28% 50
2024
Q4 		$30.6M Buy
165,280
+1,360
+0.8% +$261K 0.31% 39
2024
Q3 		$31.1M Buy
163,920
+7,006
+4% +$1.28M 0.33% 36
2024
Q2 		$27.4M Sell
156,914
-28
-0% -$4.9K 0.32% 35
2024
Q1 		$28.1M Sell
156,942
-2,709
-2% -$458K 0.35% 34
2023
Q4 		$26.4M Buy
159,651
+91,942
+136% +$14.2M 0.38% 29
2023
Q3 		$10.3M Sell
67,709
-99
-0.1% -$15.7K 0.17% 67
2023
Q2 		$10.7M Sell
67,808
-1,173
-2% -$179K 0.17% 64
2023
Q1 		$10.5M Sell
68,981
-586
-0.8% -$90.5K 0.18% 64
2022
Q4 		$10.5M Buy
69,567
+18,914
+37% +$2.83M 0.19% 61
2022
Q3 		$6.89M Buy
50,653
+1,501
+3% +$226K 0.15% 73
2022
Q2 		$7.13M Buy
49,152
+845
+2% +$132K 0.15% 71
2022
Q1 		$8.02M Buy
48,307
+3,835
+9% +$630K 0.15% 69
2021
Q4 		$7.47M Buy
+44,472
New +$7.29M 0.15% 55

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

HB Wealth Management's IWD Position: Q2 2026 in Review

HB Wealth Management increased its iShares Russell 1000 Value ETF (IWD) stake by 3.4% in Q2 2026, buying an estimated $1.89M and bringing the position to 244,415 shares worth $59.3M. The position accounts for 0.33% of the portfolio, ranked #41.

HB Wealth Management first reported a position in IWD in Q4 2021 and has held it in 19 quarters since. 1,981 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • HB Wealth Management held 244,415 shares of iShares Russell 1000 Value ETF worth $59.3M as of Q2 2026.
  • HB Wealth Management bought 8,104 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $1.89M.
  • iShares Russell 1000 Value ETF made up 0.33% of HB Wealth Management's portfolio in Q2 2026, its #41 holding.
  • HB Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,981 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.