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

HT 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
2026 Q2	$563K	Hold	2,322	–	–	0.16%	35
2026 Q1	$496K	Hold	2,322	–	–	0.15%	34
2025 Q4	$488K	Hold	2,322	–	–	0.15%	35
2025 Q3	$473K	Hold	2,322	–	–	0.14%	35
2025 Q2	$451K	Hold	2,322	–	–	0.14%	34
2025 Q1	$437K	Hold	2,322	–	–	0.15%	33
2024 Q4	$430K	Hold	2,322	–	–	0.15%	32
2024 Q3	$441K	Hold	2,322	–	–	0.16%	31
2024 Q2	$405K	Hold	2,322	–	–	0.14%	31
2024 Q1	$416K	Hold	2,322	–	–	0.15%	33
2023 Q4	$384K	Hold	2,322	–	–	0.15%	33
2023 Q3	$353K	Hold	2,322	–	–	0.11%	34
2023 Q2	$366K	Hold	2,322	–	–	0.11%	36
2023 Q1	$354K	Hold	2,322	–	–	0.1%	35
2022 Q4	$352K	Hold	2,322	–	–	0.12%	32
2022 Q3	$316K	Hold	2,322	–	–	0.13%	32
2022 Q2	$337K	Hold	2,322	–	–	0.13%	32
2022 Q1	$385K	Hold	2,322	–	–	0.12%	34
2021 Q4	$390K	Hold	2,322	–	–	0.11%	35
2021 Q3	$363K	Hold	2,322	–	–	0.11%	31
2021 Q2	$368K	Hold	2,322	–	–	0.11%	31
2021 Q1	$352K	Hold	2,322	–	–	0.12%	31
2020 Q4	$317K	Buy	+2,322	New	+$298K	0.11%	33

Other funds holding IWD

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

BWCS

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

SAS

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

HT Partners's IWD Position: Q2 2026 in Review

HT Partners held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 2,322 shares worth $563K. The position accounts for 0.16% of the portfolio, ranked #35.

HT Partners first reported a position in IWD in Q4 2020 and has held it in 23 quarters since. 390 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

HT Partners held 2,322 shares of iShares Russell 1000 Value ETF worth $563K as of Q2 2026.
HT Partners left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.16% of HT Partners's portfolio in Q2 2026, its #35 holding.
HT Partners first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and has held it in 23 quarters since.
390 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on HT Partners's 13F filing for Q2 2026, filed 16 Jul 2026.