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

Hemington 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
2025 Q3	$1.02M	Sell	5,010 -42	-0.8%	-$8.36K	0.13%	53
2025 Q2	$981K	Sell	5,052 -16	-0.3%	-$2.96K	0.14%	51
2025 Q1	$953K	Sell	5,068 -83	-2%	-$15.8K	0.15%	51
2024 Q4	$953K	Buy	5,151 +1	+0%	+$192	0.24%	50
2024 Q3	$966K	Buy	5,150 +20	+0.4%	+$3.64K	0.26%	49
2024 Q2	$895K	Sell	5,130 -411	-7%	-$71.9K	0.3%	46
2024 Q1	$993K	Buy	5,541 +1,454	+36%	+$246K	0.36%	42
2023 Q4	$675K	Hold	4,087	–	–	0.26%	52
2023 Q3	$620K	Hold	4,087	–	–	0.29%	44
2023 Q2	$645K	Hold	4,087	–	–	0.26%	42
2023 Q1	$622K	Sell	4,087 -26	-0.6%	-$4.01K	0.25%	44
2022 Q4	$623K	Hold	4,113	–	–	0.27%	40
2022 Q3	$559K	Sell	4,113 -5	-0.1%	-$751	0.24%	47
2022 Q2	$597K	Hold	4,118	–	–	0.24%	51
2022 Q1	$684K	Buy	4,118 +338	+9%	+$55.5K	0.23%	50
2021 Q4	$517K	Sell	3,780 -390	-9%	-$63.9K	0.24%	47
2021 Q3	$653K	Sell	4,170 -30	-0.7%	-$4.81K	0.24%	44
2021 Q2	$666K	Sell	4,200 -6	-0.1%	-$950	0.28%	43
2021 Q1	$637K	Buy	4,206 +426	+11%	+$61.6K	0.27%	42
2020 Q4	$517K	Buy	+3,780	New	+$485K	0.24%	47

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Hemington Wealth Management's IWD Position: Q3 2025 in Review

Hemington Wealth Management reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.83% in Q3 2025, selling an estimated $8.36K and leaving 5,010 shares worth $1.02M. The position accounts for 0.13% of the portfolio, ranked #53.

Hemington Wealth Management first reported a position in IWD in Q4 2020 and has held it in 20 quarters since. 1,751 funds tracked by Wall St. Rank hold IWD as of Q3 2025.

Hemington Wealth Management held 5,010 shares of iShares Russell 1000 Value ETF worth $1.02M as of Q3 2025.
Hemington Wealth Management sold 42 iShares Russell 1000 Value ETF shares in Q3 2025, an estimated $8.36K.
iShares Russell 1000 Value ETF made up 0.13% of Hemington Wealth Management's portfolio in Q3 2025, its #53 holding.
Hemington Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and has held it in 20 quarters since.
1,751 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.