HWA
IWD icon

HCR Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

HCR Wealth Advisors’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 		$202K Buy
+831
New +$194K 0.02% 257
2023
Q3 		– Sell
-2,777
Closed -$438K – 179
2023
Q2 		$438K Hold
2,777
– – 0.08% 118
2023
Q1 		$423K Hold
2,777
– – 0.08% 120
2022
Q4 		$421K Hold
2,777
– – 0.09% 121
2022
Q3 		$378K Hold
2,777
– – 0.08% 122
2022
Q2 		$403K Hold
2,777
– – 0.08% 124
2022
Q1 		$461K Hold
2,777
– – 0.08% 130
2021
Q4 		$466K Sell
2,777
-463
-14% -$75.9K 0.07% 143
2021
Q3 		$507K Buy
3,240
+463
+17% +$74.2K 0.08% 133
2021
Q2 		$440K Buy
2,777
+1
+0% +$158 0.08% 137
2021
Q1 		$421K Sell
2,776
-344
-11% -$49.8K 0.08% 135
2020
Q4 		$427K Hold
3,120
– – 0.09% 129
2020
Q3 		$369K Buy
3,120
+15
+0.5% +$1.78K 0.08% 124
2020
Q2 		$349K Buy
3,105
+1
+0% +$110 0.08% 116
2020
Q1 		$308K Hold
3,104
– – 0.09% 117
2019
Q4 		$424K Buy
3,104
+51
+2% +$6.72K 0.1% 113
2019
Q3 		$393K Sell
3,053
-1,644
-35% -$209K 0.13% 107
2019
Q2 		$598K Buy
+4,697
New +$588K 0.17% 89
2019
Q1 		– Sell
-2,286
Closed -$254K – 184
2018
Q4 		$254K Buy
+2,286
New +$274K 0.08% 134
2018
Q3 		– Sell
-1,998
Closed -$251K – 167
2018
Q2 		$251K Hold
1,998
– – 0.08% 144
2018
Q1 		$240K Hold
1,998
– – 0.08% 149
2017
Q4 		$248K Hold
1,998
– – 0.09% 145
2017
Q3 		$237K Hold
1,998
– – 0.1% 140
2017
Q2 		$233K Hold
1,998
– – 0.12% 122
2017
Q1 		$230K Hold
1,998
– – 0.12% 132
2016
Q4 		$224K Buy
+1,998
New +$216K 0.12% 128

Other funds holding IWD

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $776M 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
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return
LA
LWM Advisors El Dorado Hills, California $134M AUM 22.23% 1-Year Est. Return
RIM
Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return