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Heritage Family Offices’s iShares Russell 1000 Value ETF IWD Stock Holding History

Heritage Family Offices’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 		$248K Hold
1,025
– – 0.1% 183
2026
Q1 		$219K Hold
1,025
– – 0.1% 178
2025
Q4 		$216K Hold
1,025
– – 0.1% 189
2025
Q3 		$209K Buy
+1,025
New +$204K 0.1% 187

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 22.96% 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

Heritage Family Offices's IWD Position: Q2 2026 in Review

Heritage Family Offices held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 1,025 shares worth $248K. The position accounts for 0.1% of the portfolio, ranked #183.

Heritage Family Offices first reported a position in IWD in Q3 2025 and has held it in 4 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Heritage Family Offices held 1,025 shares of iShares Russell 1000 Value ETF worth $248K as of Q2 2026.
  • Heritage Family Offices left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Value ETF made up 0.1% of Heritage Family Offices's portfolio in Q2 2026, its #183 holding.
  • Heritage Family Offices first reported a position in iShares Russell 1000 Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.