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

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

JP Morgan Chase

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

Fidelity Investments

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

Financial Engines Advisors

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

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

Baird Financial Group

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return