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Relyea Zuckerberg Hanson’s iShares Russell 1000 Value ETF IWD Stock Holding History

Relyea Zuckerberg Hanson’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 		$52.3M Buy
215,569
+9,085
+4% +$2.12M 4.36% 4
2026
Q1 		$44.1M Sell
206,484
-1,375
-0.7% -$301K 4.44% 5
2025
Q4 		$43.7M Sell
207,859
-77
-0% -$15.9K 4.42% 4
2025
Q3 		$42.3M Sell
207,936
-7,805
-4% -$1.55M 4.45% 4
2025
Q2 		$41.9M Sell
215,741
-724
-0.3% -$134K 4.91% 4
2025
Q1 		$40.7M Sell
216,465
-5,831
-3% -$1.11M 5.49% 4
2024
Q4 		$41.2M Buy
222,296
+1,523
+0.7% +$292K 5.53% 4
2024
Q3 		$41.9M Sell
220,773
-787
-0.4% -$143K 6.38% 4
2024
Q2 		$38.7M Buy
221,560
+4,014
+2% +$702K 6.48% 4
2024
Q1 		$39M Buy
217,546
+3,895
+2% +$659K 6.83% 3
2023
Q4 		$35.3M Sell
213,651
-6,979
-3% -$1.08M 6.89% 3
2023
Q3 		$33.5M Buy
220,630
+6,481
+3% +$1.03M 7.64% 3
2023
Q2 		$33.8M Buy
214,149
+2,756
+1% +$421K 7.59% 3
2023
Q1 		$32.2M Buy
211,393
+2,171
+1% +$335K 7.85% 3
2022
Q4 		$31.7M Buy
209,222
+28,463
+16% +$4.26M 9.06% 3
2022
Q3 		$24.6M Buy
180,759
+95,815
+113% +$14.4M 8.87% 3
2022
Q2 		$12.3M Buy
84,944
+64,043
+306% +$10M 4.59% 4
2022
Q1 		$3.47M Buy
20,901
+3,181
+18% +$522K 1.14% 18
2021
Q4 		$2.87M Buy
17,720
+165
+0.9% +$27K 1.04% 18
2021
Q3 		$2.75M Buy
17,555
+160
+0.9% +$25.7K 1.07% 18
2021
Q2 		$2.76M Buy
17,395
+128
+0.7% +$20.3K 1.13% 19
2021
Q1 		$2.71M Buy
17,267
+359
+2% +$51.9K 1.2% 18
2020
Q4 		$2.31M Buy
16,908
+374
+2% +$48K 1.24% 19
2020
Q3 		$2.03M Buy
16,534
+956
+6% +$113K 1.31% 18
2020
Q2 		$1.75M Sell
15,578
-371
-2% -$40.8K 1.4% 19
2020
Q1 		$1.58M Sell
15,949
-6,524
-29% -$813K 1.73% 14
2019
Q4 		$3.07M Buy
+22,473
New +$2.96M 2.94% 10

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

Relyea Zuckerberg Hanson's IWD Position: Q2 2026 in Review

Relyea Zuckerberg Hanson increased its iShares Russell 1000 Value ETF (IWD) stake by 4.4% in Q2 2026, buying an estimated $2.12M and bringing the position to 215,569 shares worth $52.3M. The position accounts for 4.36% of the portfolio, ranked #4.

Relyea Zuckerberg Hanson first reported a position in IWD in Q4 2019 and has held it in 27 quarters since. 1,975 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Relyea Zuckerberg Hanson held 215,569 shares of iShares Russell 1000 Value ETF worth $52.3M as of Q2 2026.
  • Relyea Zuckerberg Hanson bought 9,085 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $2.12M.
  • iShares Russell 1000 Value ETF made up 4.36% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #4 holding.
  • Relyea Zuckerberg Hanson first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,975 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.