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

Nvest 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	$1.18M	Sell	4,867 -77	-2%	-$17.9K	0.37%	59
2026 Q1	$1.06M	Buy	4,944 +104	+2%	+$22.8K	0.39%	59
2025 Q4	$1.02M	Buy	4,840 +3,258	+206%	+$673K	0.42%	55
2025 Q3	$322K	Sell	1,582 -2,731	-63%	-$543K	0.19%	101
2025 Q2	$838K	Buy	4,313 +8	+0.2%	+$1.48K	0.44%	55
2025 Q1	$810K	Sell	4,305 -11	-0.3%	-$2.1K	0.43%	53
2024 Q4	$799K	Buy	4,316 +86	+2%	+$16.5K	0.41%	62
2024 Q3	$803K	Sell	4,230 -27	-0.6%	-$4.92K	0.46%	57
2024 Q2	$743K	Hold	4,257	–	–	0.46%	50
2024 Q1	$762K	Buy	4,257 +335	+9%	+$56.7K	0.51%	49
2023 Q4	$648K	Sell	3,922 -9	-0.2%	-$1.39K	0.51%	43
2023 Q3	$597K	Buy	3,931 +176	+5%	+$27.9K	0.56%	36
2023 Q2	$593K	Buy	3,755 +1,716	+84%	+$262K	0.52%	38
2023 Q1	$311K	Buy	+2,039	New	+$315K	0.32%	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

Nvest Financial's IWD Position: Q2 2026 in Review

Nvest Financial reduced its iShares Russell 1000 Value ETF (IWD) stake by 1.6% in Q2 2026, selling an estimated $17.9K and leaving 4,867 shares worth $1.18M. The position accounts for 0.37% of the portfolio, ranked #59.

Nvest Financial first reported a position in IWD in Q1 2023 and has held it in 14 quarters since. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Nvest Financial held 4,867 shares of iShares Russell 1000 Value ETF worth $1.18M as of Q2 2026.
Nvest Financial sold 77 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $17.9K.
iShares Russell 1000 Value ETF made up 0.37% of Nvest Financial's portfolio in Q2 2026, its #59 holding.
Nvest Financial first reported a position in iShares Russell 1000 Value ETF in Q1 2023 and has held it in 14 quarters since.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Nvest Financial's 13F filing for Q2 2026, filed 30 Jul 2026.