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

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

HCR Wealth Advisors's IWD Position: Q2 2026 in Review

HCR Wealth Advisors opened a new position in iShares Russell 1000 Value ETF (IWD) in Q2 2026: 831 shares worth $202K. The stake represents 0.02% of the portfolio and ranks #257 among its holdings. This is a return to the name: HCR Wealth Advisors previously reported a position in IWD as recently as Q2 2023.

HCR Wealth Advisors first reported a position in IWD in Q4 2016 and has held it in 26 quarters since. The position peaked at $598K in Q2 2019. 1,975 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

HCR Wealth Advisors held 831 shares of iShares Russell 1000 Value ETF worth $202K as of Q2 2026.
iShares Russell 1000 Value ETF was a new HCR Wealth Advisors position in Q2 2026.
iShares Russell 1000 Value ETF made up 0.02% of HCR Wealth Advisors's portfolio in Q2 2026, its #257 holding.
HCR Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2016 and has held it in 26 quarters since.
HCR Wealth Advisors's iShares Russell 1000 Value ETF position peaked at $598K in Q2 2019.
1,975 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.