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Patten & Patten’s iShares Russell 1000 Value ETF IWD Stock Holding History

Patten & Patten’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 		$275K Hold
1,135
– – 0.01% 304
2026
Q1 		$242K Sell
1,135
-14
-1% -$3.07K 0.01% 313
2025
Q4 		$242K Buy
1,149
+1
+0.1% +$207 0.01% 313
2025
Q3 		$234K Hold
1,148
– – 0.01% 317
2025
Q2 		$223K Sell
1,148
-99
-8% -$18.3K 0.01% 300
2025
Q1 		$235K Buy
1,247
+1
+0.1% +$190 0.02% 294
2024
Q4 		$231K Sell
1,246
-98
-7% -$18.8K 0.02% 289
2024
Q3 		$255K Buy
1,344
+1
+0.1% +$182 0.02% 274
2024
Q2 		$234K Buy
1,343
+1
+0.1% +$175 0.02% 283
2024
Q1 		$240K Buy
1,342
+1
+0.1% +$169 0.02% 281
2023
Q4 		$222K Buy
1,341
+3
+0.2% +$463 0.02% 265
2023
Q3 		$203K Hold
1,338
– – 0.02% 270
2023
Q2 		$211K Buy
+1,338
New +$205K 0.02% 263

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Patten & Patten's IWD Position: Q2 2026 in Review

Patten & Patten held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 1,135 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #304.

Patten & Patten first reported a position in IWD in Q2 2023 and has held it in 13 quarters since. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Patten & Patten held 1,135 shares of iShares Russell 1000 Value ETF worth $275K as of Q2 2026.
  • Patten & Patten left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Value ETF made up 0.01% of Patten & Patten's portfolio in Q2 2026, its #304 holding.
  • Patten & Patten first reported a position in iShares Russell 1000 Value ETF in Q2 2023 and has held it in 13 quarters since.
  • 1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Patten & Patten's 13F filing for Q2 2026, filed 5 Aug 2026.