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

Heartwood 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	$870K	Sell	3,587 -32	-0.9%	-$7.45K	0.07%	112
2026 Q1	$773K	Buy	3,619 +1,156	+47%	+$253K	0.07%	107
2025 Q4	$518K	Buy	2,463 +210	+9%	+$43.4K	0.05%	116
2025 Q3	$459K	Hold	2,253	–	–	0.04%	121
2025 Q2	$438K	Sell	2,253 -64	-3%	-$11.9K	0.05%	115
2025 Q1	$436K	Sell	2,317 -9	-0.4%	-$1.71K	0.05%	107
2024 Q4	$431K	Hold	2,326	–	–	0.05%	100
2024 Q3	$441K	Sell	2,326 -62	-3%	-$11.3K	0.05%	104
2024 Q2	$417K	Hold	2,388	–	–	0.05%	106
2024 Q1	$428K	Sell	2,388 -72	-3%	-$12.2K	0.05%	95
2023 Q4	$407K	Hold	2,460	–	–	0.05%	92
2023 Q3	$373K	Buy	+2,460	New	+$390K	0.06%	95

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

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

Heartwood Wealth Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.88% in Q2 2026, selling an estimated $7.45K and leaving 3,587 shares worth $870K. The position accounts for 0.07% of the portfolio, ranked #112.

Heartwood Wealth Advisors first reported a position in IWD in Q3 2023 and has held it in 12 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Heartwood Wealth Advisors held 3,587 shares of iShares Russell 1000 Value ETF worth $870K as of Q2 2026.
Heartwood Wealth Advisors sold 32 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $7.45K.
iShares Russell 1000 Value ETF made up 0.07% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #112 holding.
Heartwood Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q3 2023 and has held it in 12 quarters since.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.