R.H. Investment Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

R.H. Investment Group’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 Q1	$1.15M	Buy	+5,162	New	+$1.13M	0.88%	28

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

R.H. Investment Group's IWD Position: Q1 2026 in Review

R.H. Investment Group opened a new position in iShares Russell 1000 Value ETF (IWD) in Q1 2026: 5,162 shares worth $1.15M. The stake represents 0.88% of the portfolio and ranks #28 among its holdings.

1,898 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

R.H. Investment Group held 5,162 shares of iShares Russell 1000 Value ETF worth $1.15M as of Q1 2026.
iShares Russell 1000 Value ETF was a new R.H. Investment Group position in Q1 2026.
iShares Russell 1000 Value ETF made up 0.88% of R.H. Investment Group's portfolio in Q1 2026, its #28 holding.
1,898 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on R.H. Investment Group's 13F filing for Q1 2026, filed 14 Apr 2026.