JSF Financial’s iShares Russell 1000 Value ETF IWD Stock Holding History

JSF Financial’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	$1.36M	Buy	5,608 +3,035	+118%	+$707K	0.22%	61
2026 Q1	$550K	Sell	2,573 -371	-13%	-$81.2K	0.11%	87
2025 Q4	$619K	Sell	2,944 -140	-5%	-$28.9K	0.13%	80
2025 Q3	$628K	Sell	3,084 -18	-0.6%	-$3.58K	0.14%	80
2025 Q2	$602K	Buy	3,102 +602	+24%	+$111K	0.14%	82
2025 Q1	$470K	Buy	2,500 +1	+0%	+$190	0.12%	80
2024 Q4	$463K	Sell	2,499 -110	-4%	-$21.1K	0.12%	85
2024 Q3	$495K	Buy	2,609 +5	+0.2%	+$911	0.14%	73
2024 Q2	$454K	Sell	2,604 -213	-8%	-$37.2K	0.14%	75
2024 Q1	$505K	Buy	2,817 +25	+0.9%	+$4.23K	0.16%	72
2023 Q4	$461K	Buy	2,792 +30	+1%	+$4.63K	0.16%	69
2023 Q3	$419K	Sell	2,762 -590	-18%	-$93.6K	0.16%	70
2023 Q2	$529K	Sell	3,352 -172	-5%	-$26.3K	0.19%	62
2023 Q1	$537K	Sell	3,524 -567	-14%	-$87.6K	0.2%	72
2022 Q4	$620K	Buy	4,091 +6	+0.1%	+$898	0.23%	61
2022 Q3	$555K	Sell	4,085 -336	-8%	-$50.5K	0.21%	56
2022 Q2	$641K	Sell	4,421 -39	-0.9%	-$6.1K	0.29%	50
2022 Q1	$740K	Sell	4,460 -772	-15%	-$127K	0.31%	44
2021 Q4	$879K	Buy	5,232 +590	+13%	+$96.7K	0.43%	32
2021 Q3	$727K	Sell	4,642 -32	-0.7%	-$5.13K	0.36%	34
2021 Q2	$741K	Buy	4,674 +423	+10%	+$67K	0.44%	28
2021 Q1	$644K	Buy	4,251 +378	+10%	+$54.7K	0.4%	29
2020 Q4	$530K	Sell	3,873 -244	-6%	-$31.3K	0.37%	33
2020 Q3	$486K	Buy	4,117 +516	+14%	+$61.2K	0.38%	33
2020 Q2	$406K	Buy	3,601 +451	+14%	+$49.6K	0.35%	36
2020 Q1	$312K	Buy	3,150 +1,216	+63%	+$152K	0.32%	44
2019 Q4	$264K	Sell	1,934 -160	-8%	-$21.1K	0.26%	52
2019 Q3	$269K	Hold	2,094	–	–	0.29%	45
2019 Q2	$266K	Sell	2,094 -330	-14%	-$41.3K	0.29%	48
2019 Q1	$299K	Sell	2,424 -1,189	-33%	-$143K	0.33%	44
2018 Q4	$401K	Buy	+3,613	New	+$433K	0.41%	34

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

JSF Financial's IWD Position: Q2 2026 in Review

JSF Financial increased its iShares Russell 1000 Value ETF (IWD) stake by 118% in Q2 2026, buying an estimated $707K and bringing the position to 5,608 shares worth $1.36M. The position accounts for 0.22% of the portfolio, ranked #61.

JSF Financial first reported a position in IWD in Q4 2018 and has held it in 31 quarters since. 1,977 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

JSF Financial held 5,608 shares of iShares Russell 1000 Value ETF worth $1.36M as of Q2 2026.
JSF Financial bought 3,035 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $707K.
iShares Russell 1000 Value ETF made up 0.22% of JSF Financial's portfolio in Q2 2026, its #61 holding.
JSF Financial first reported a position in iShares Russell 1000 Value ETF in Q4 2018 and has held it in 31 quarters since.
1,977 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on JSF Financial's 13F filing for Q2 2026, filed 28 Jul 2026.