KCM Investment Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

KCM Investment 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
2025 Q2	–	Sell	-1,255	Closed	-$236K	–	385
2025 Q1	$236K	Hold	1,255	–	–	0.01%	336
2024 Q4	$232K	Sell	1,255 -1,141	-48%	-$219K	0.01%	338
2024 Q3	$455K	Hold	2,396	–	–	0.02%	273
2024 Q2	$418K	Buy	2,396 +1,087	+83%	+$190K	0.02%	277
2024 Q1	$234K	Sell	1,309 -450	-26%	-$76.1K	0.01%	351
2023 Q4	$291K	Hold	1,759	–	–	0.01%	316
2023 Q3	$267K	Hold	1,759	–	–	0.01%	324
2023 Q2	$278K	Hold	1,759	–	–	0.01%	345
2023 Q1	$268K	Sell	1,759 -1,000	-36%	-$154K	0.01%	363
2022 Q4	$418K	Hold	2,759	–	–	0.02%	281
2022 Q3	$375K	Sell	2,759 -351	-11%	-$52.7K	0.02%	277
2022 Q2	$451K	Sell	3,110 -577	-16%	-$90.3K	0.02%	271
2022 Q1	$612K	Buy	3,687 +577	+19%	+$94.8K	0.02%	259
2021 Q4	$522K	Sell	3,110 -29	-0.9%	-$4.75K	0.02%	286
2021 Q3	$491K	Hold	3,139	–	–	0.02%	272
2021 Q2	$498K	Sell	3,139 -643	-17%	-$102K	0.02%	266
2021 Q1	$573K	Hold	3,782	–	–	0.03%	242
2020 Q4	$517K	Sell	3,782 -350	-8%	-$44.9K	0.02%	236
2020 Q3	$488K	Sell	4,132 -593	-13%	-$70.3K	0.03%	222
2020 Q2	$532K	Sell	4,725 -2,895	-38%	-$318K	0.03%	215
2020 Q1	$756K	Buy	7,620 +193	+3%	+$24.1K	0.05%	179
2019 Q4	$1.01M	Hold	7,427	–	–	0.06%	180
2019 Q3	$953K	Buy	7,427 +1,295	+21%	+$165K	0.06%	177
2019 Q2	$780K	Buy	6,132 +1,500	+32%	+$188K	0.05%	193
2019 Q1	$572K	Hold	4,632	–	–	0.04%	208
2018 Q4	$514K	Sell	4,632 -450	-9%	-$53.9K	0.03%	321
2018 Q3	$643K	Sell	5,082 -100	-2%	-$12.6K	0.04%	304
2018 Q2	$629K	Sell	5,182 -205	-4%	-$24.9K	0.04%	307
2018 Q1	$646K	Hold	5,387	–	–	0.04%	322
2017 Q4	$670K	Buy	5,387 +3,505	+186%	+$425K	0.04%	313
2017 Q3	$223K	Hold	1,882	–	–	0.01%	487
2017 Q2	$219K	Hold	1,882	–	–	0.01%	503
2017 Q1	$216K	Hold	1,882	–	–	0.01%	508
2016 Q4	$211K	Buy	+1,882	New	+$203K	0.01%	505
2016 Q2	–	Sell	-2,471	Closed	-$244K	–	529
2016 Q1	$244K	Buy	2,471 +153	+7%	+$14.3K	0.02%	463
2015 Q4	$227K	Hold	2,318	–	–	0.02%	477
2015 Q3	$216K	Hold	2,318	–	–	0.02%	485
2015 Q2	$239K	Sell	2,318 -687	-23%	-$72K	0.02%	480
2015 Q1	$310K	Hold	3,005	–	–	0.02%	422
2014 Q4	$314K	Hold	3,005	–	–	0.03%	415
2014 Q3	$301K	Sell	3,005 -846	-22%	-$85.7K	0.03%	408
2014 Q2	$390K	Hold	3,851	–	–	0.04%	360
2014 Q1	$372K	Hold	3,851	–	–	0.04%	338
2013 Q4	$363K	Buy	3,851 +155	+4%	+$14.1K	0.04%	333
2013 Q3	$319K	Buy	+3,696	New	+$321K	0.04%	346

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

KCM Investment Advisors's IWD Position: Q2 2025 in Review

KCM Investment Advisors sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2025, closing a stake of 1,255 shares — an estimated $236K sold.

KCM Investment Advisors first reported a position in IWD in Q3 2013 and held it in 45 quarters. The position peaked at $1.01M in Q4 2019. 1,740 funds tracked by Wall St. Rank hold IWD as of Q2 2025.

KCM Investment Advisors reported no remaining iShares Russell 1000 Value ETF position as of Q2 2025 after selling out during the quarter.
KCM Investment Advisors sold 1,255 iShares Russell 1000 Value ETF shares in Q2 2025, an estimated $236K.
KCM Investment Advisors first reported a position in iShares Russell 1000 Value ETF in Q3 2013 and held it in 45 quarters.
KCM Investment Advisors's iShares Russell 1000 Value ETF position peaked at $1.01M in Q4 2019.
1,740 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2025.

Based on KCM Investment Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.