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

Hollow Brook 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
2026 Q2	$526K	Hold	2,170	–	–	0.1%	66
2026 Q1	$464K	Hold	2,170	–	–	0.12%	63
2025 Q4	$456K	Hold	2,170	–	–	0.12%	66
2025 Q3	$442K	Hold	2,170	–	–	0.1%	75
2025 Q2	$421K	Hold	2,170	–	–	0.12%	67
2025 Q1	$408K	Hold	2,170	–	–	0.12%	66
2024 Q4	$402K	Hold	2,170	–	–	0.12%	67
2024 Q3	$412K	Buy	+2,170	New	+$395K	0.12%	70
2020 Q1	–	Sell	-1,560	Closed	-$213K	–	50
2019 Q4	$213K	Buy	+1,560	New	+$206K	0.11%	55

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Hollow Brook Wealth Management's IWD Position: Q2 2026 in Review

Hollow Brook Wealth Management held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 2,170 shares worth $526K. The position accounts for 0.1% of the portfolio, ranked #66.

Hollow Brook Wealth Management first reported a position in IWD in Q4 2019 and has held it in 9 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Hollow Brook Wealth Management held 2,170 shares of iShares Russell 1000 Value ETF worth $526K as of Q2 2026.
Hollow Brook Wealth Management left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.1% of Hollow Brook Wealth Management's portfolio in Q2 2026, its #66 holding.
Hollow Brook Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and has held it in 9 quarters since.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Hollow Brook Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.