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

HUB Investment 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 		$1.97M Buy
8,116
+1,410
+21% +$328K 0.04% 309
2026
Q1 		$1.43M Buy
6,706
+1,517
+29% +$332K 0.03% 297
2025
Q4 		$1.09M Buy
5,189
+10
+0.2% +$2.07K 0.03% 291
2025
Q3 		$1.05M Buy
5,179
+19
+0.4% +$3.78K 0.04% 275
2025
Q2 		$1M Sell
5,160
-452
-8% -$83.7K 0.03% 268
2025
Q1 		$1.06M Hold
5,612
– – 0.04% 224
2024
Q4 		$1.04M Sell
5,612
-189
-3% -$36.3K 0.04% 208
2024
Q3 		$1.1M Buy
5,801
+6
+0.1% +$1.09K 0.05% 196
2024
Q2 		$1.01M Buy
5,795
+122
+2% +$21.3K 0.04% 188
2024
Q1 		$1.02M Buy
5,673
+1,442
+34% +$244K 0.06% 180
2023
Q4 		$699K Buy
4,231
+2,400
+131% +$371K 0.05% 196
2023
Q3 		$278K Hold
1,831
– – 0.04% 201
2023
Q2 		$289K Sell
1,831
-39
-2% -$5.96K 0.05% 193
2023
Q1 		$285K Buy
+1,870
New +$289K 0.06% 173

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

HUB Investment Partners's IWD Position: Q2 2026 in Review

HUB Investment Partners increased its iShares Russell 1000 Value ETF (IWD) stake by 21% in Q2 2026, buying an estimated $328K and bringing the position to 8,116 shares worth $1.97M. The position accounts for 0.04% of the portfolio, ranked #309.

HUB Investment Partners first reported a position in IWD in Q1 2023 and has held it in 14 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • HUB Investment Partners held 8,116 shares of iShares Russell 1000 Value ETF worth $1.97M as of Q2 2026.
  • HUB Investment Partners bought 1,410 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $328K.
  • iShares Russell 1000 Value ETF made up 0.04% of HUB Investment Partners's portfolio in Q2 2026, its #309 holding.
  • HUB Investment Partners first reported a position in iShares Russell 1000 Value ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.