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

HHM 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	$133K	Sell	549 -9	-2%	-$2.1K	0.01%	256
2026 Q1	$119K	Buy	558 +304	+120%	+$66.6K	0.01%	252
2025 Q4	$53.4K	Hold	254	–	–	0.01%	347
2025 Q3	$51.7K	Hold	254	–	–	0.01%	373
2025 Q2	$49.3K	Buy	254 +5	+2%	+$926	0.01%	379
2025 Q1	$46.9K	Hold	249	–	–	0.01%	373
2024 Q4	$46.1K	Hold	249	–	–	0.01%	370
2024 Q3	$47.3K	Hold	249	–	–	0.01%	353
2024 Q2	$43.4K	Buy	249 +60	+32%	+$10.5K	0.01%	358
2024 Q1	$33.9K	Hold	189	–	–	0.01%	348
2023 Q4	$31.2K	Buy	189 +71	+60%	+$11K	0.01%	353
2023 Q3	$17.9K	Sell	118 -262	-69%	-$41.6K	﹤0.01%	418
2023 Q2	$60K	Hold	380	–	–	0.01%	262
2023 Q1	$57.9K	Hold	380	–	–	0.01%	257
2022 Q4	$57.6K	Hold	380	–	–	0.01%	227
2022 Q3	$52K	Sell	380 -191	-33%	-$28.7K	0.01%	227
2022 Q2	$83K	Hold	571	–	–	0.02%	207
2022 Q1	$95K	Hold	571	–	–	0.02%	226
2021 Q4	$96K	Hold	571	–	–	0.02%	222
2021 Q3	$89K	Hold	571	–	–	0.02%	219
2021 Q2	$91K	Hold	571	–	–	0.02%	217
2021 Q1	$87K	Buy	571 +181	+46%	+$26.2K	0.03%	205
2020 Q4	$53K	Sell	390 -52	-12%	-$6.67K	0.02%	252
2020 Q3	$52K	Hold	442	–	–	0.02%	219
2020 Q2	$50K	Hold	442	–	–	0.02%	226
2020 Q1	$44K	Buy	+442	New	+$55.1K	0.02%	217

Other funds holding IWD

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

HHM Wealth Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 1.6% in Q2 2026, selling an estimated $2.1K and leaving 549 shares worth $133K. The position accounts for 0.01% of the portfolio, ranked #256.

HHM Wealth Advisors first reported a position in IWD in Q1 2020 and has held it in 26 quarters since. 739 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

HHM Wealth Advisors held 549 shares of iShares Russell 1000 Value ETF worth $133K as of Q2 2026.
HHM Wealth Advisors sold 9 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $2.1K.
iShares Russell 1000 Value ETF made up 0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #256 holding.
HHM Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q1 2020 and has held it in 26 quarters since.
739 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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