Oak Family Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Oak Family 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	$306K	Hold	1,263	–	–	0.08%	95
2026 Q1	$270K	Hold	1,263	–	–	0.08%	97
2025 Q4	$266K	Sell	1,263 -16	-1%	-$3.31K	0.07%	94
2025 Q3	$260K	Hold	1,279	–	–	0.07%	93
2025 Q2	$248K	Sell	1,279 -65	-5%	-$12K	0.08%	88
2025 Q1	$253K	Sell	1,344 -118	-8%	-$22.5K	0.09%	82
2024 Q4	$271K	Sell	1,462 -49	-3%	-$9.4K	0.1%	89
2024 Q3	$287K	Hold	1,511	–	–	0.09%	109
2024 Q2	$264K	Hold	1,511	–	–	0.09%	105
2024 Q1	$271K	Hold	1,511	–	–	0.1%	102
2023 Q4	$250K	Sell	1,511 -100	-6%	-$15.4K	0.11%	104
2023 Q3	$245K	Hold	1,611	–	–	0.12%	94
2023 Q2	$254K	Hold	1,611	–	–	0.12%	102
2023 Q1	$245K	Sell	1,611 -555	-26%	-$85.7K	0.12%	97
2022 Q4	$328K	Hold	2,166	–	–	0.18%	88
2022 Q3	$295K	Hold	2,166	–	–	0.16%	92
2022 Q2	$314K	Sell	2,166 -500	-19%	-$78.2K	0.16%	92
2022 Q1	$443K	Sell	2,666 -222	-8%	-$36.5K	0.17%	84
2021 Q4	$485K	Buy	2,888 +237	+9%	+$38.8K	0.18%	82
2021 Q3	$415K	Sell	2,651 -1,951	-42%	-$313K	0.15%	85
2021 Q2	$730K	Buy	4,602 +1,122	+32%	+$178K	0.3%	52
2021 Q1	$527K	Buy	3,480 +455	+15%	+$65.8K	0.23%	59
2020 Q4	$414K	Buy	+3,025	New	+$388K	0.21%	66

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

Oak Family Advisors's IWD Position: Q2 2026 in Review

Oak Family Advisors held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 1,263 shares worth $306K. The position accounts for 0.08% of the portfolio, ranked #95.

Oak Family Advisors first reported a position in IWD in Q4 2020 and has held it in 23 quarters since. The position peaked at $730K in Q2 2021. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Oak Family Advisors held 1,263 shares of iShares Russell 1000 Value ETF worth $306K as of Q2 2026.
Oak Family Advisors left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.08% of Oak Family Advisors's portfolio in Q2 2026, its #95 holding.
Oak Family Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and has held it in 23 quarters since.
Oak Family Advisors's iShares Russell 1000 Value ETF position peaked at $730K in Q2 2021.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Oak Family Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.