Hexagon Capital Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Hexagon Capital Partners’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 Q2	–	Sell	-49	Closed	-$9.22K	–	897
2025 Q1	$9.22K	Hold	49	–	–	﹤0.01%	1002
2024 Q4	$9.07K	Hold	49	–	–	﹤0.01%	1042
2024 Q3	$9.3K	Hold	49	–	–	﹤0.01%	945
2024 Q2	$8.55K	Hold	49	–	–	﹤0.01%	911
2024 Q1	$8.78K	Hold	49	–	–	﹤0.01%	887
2023 Q4	$8.1K	Hold	49	–	–	﹤0.01%	870
2023 Q3	$7.44K	Hold	49	–	–	﹤0.01%	820
2023 Q2	$7.73K	Hold	49	–	–	﹤0.01%	808
2023 Q1	$7.46K	Hold	49	–	–	﹤0.01%	806
2022 Q4	$7.43K	Sell	49 -390	-89%	-$58.4K	﹤0.01%	809
2022 Q3	$60K	Buy	+439	New	+$66K	0.02%	336

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Hexagon Capital Partners's IWD Position: Q2 2025 in Review

Hexagon Capital Partners sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2025, closing a stake of 49 shares — an estimated $9.22K sold.

Hexagon Capital Partners first reported a position in IWD in Q3 2022 and held it in 11 quarters. The position peaked at $60K in Q3 2022. 1,740 funds tracked by Wall St. Rank hold IWD as of Q2 2025.

Hexagon Capital Partners reported no remaining iShares Russell 1000 Value ETF position as of Q2 2025 after selling out during the quarter.
Hexagon Capital Partners sold 49 iShares Russell 1000 Value ETF shares in Q2 2025, an estimated $9.22K.
Hexagon Capital Partners first reported a position in iShares Russell 1000 Value ETF in Q3 2022 and held it in 11 quarters.
Hexagon Capital Partners's iShares Russell 1000 Value ETF position peaked at $60K in Q3 2022.
1,740 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2025.

Based on Hexagon Capital Partners's 13F filing for Q2 2025, filed 11 Aug 2025.