Kondo Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Kondo Wealth 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
2026 Q2	$383K	Sell	1,580 -37	-2%	-$8.62K	0.13%	54
2026 Q1	$346K	Buy	1,617 +4	+0.2%	+$876	0.13%	55
2025 Q4	$339K	Buy	1,613 +4	+0.2%	+$826	0.13%	53
2025 Q3	$328K	Buy	1,609 +4	+0.2%	+$796	0.13%	53
2025 Q2	$315K	Buy	+1,605	New	+$297K	0.14%	53

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

Kondo Wealth Advisors's IWD Position: Q2 2026 in Review

Kondo Wealth Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 2.3% in Q2 2026, selling an estimated $8.62K and leaving 1,580 shares worth $383K. The position accounts for 0.13% of the portfolio, ranked #54.

Kondo Wealth Advisors first reported a position in IWD in Q2 2025 and has held it in 5 quarters since. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Kondo Wealth Advisors held 1,580 shares of iShares Russell 1000 Value ETF worth $383K as of Q2 2026.
Kondo Wealth Advisors sold 37 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $8.62K.
iShares Russell 1000 Value ETF made up 0.13% of Kondo Wealth Advisors's portfolio in Q2 2026, its #54 holding.
Kondo Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q2 2025 and has held it in 5 quarters since.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Kondo Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.