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Richard W. Paul & Associates’s iShares Russell 1000 Value ETF IWD Stock Holding History

Richard W. Paul & Associates’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 		$6.55K Hold
27
– – ﹤0.01% 244
2026
Q1 		$5.77K Hold
27
– – ﹤0.01% 233
2025
Q4 		$5.68K Sell
27
-34
-56% -$7.02K ﹤0.01% 231
2025
Q3 		$12.4K Sell
61
-65
-52% -$12.9K ﹤0.01% 216
2025
Q2 		$24.5K Buy
126
+4
+3% +$741 0.01% 209
2025
Q1 		$23K Sell
122
-131
-52% -$24.9K 0.01% 211
2024
Q4 		$46.8K Sell
253
-26
-9% -$4.99K 0.02% 212
2024
Q3 		$53K Sell
279
-9
-3% -$1.64K 0.02% 211
2024
Q2 		$50.2K Sell
288
-85
-23% -$14.9K 0.02% 209
2024
Q1 		$66.8K Sell
373
-180
-33% -$30.5K 0.03% 206
2023
Q4 		$91.3K Sell
553
-167
-23% -$25.8K 0.04% 191
2023
Q3 		$109K Sell
720
-24
-3% -$3.81K 0.05% 174
2023
Q2 		$117K Buy
744
+14
+2% +$2.14K 0.05% 188
2023
Q1 		$111K Sell
730
-3
-0.4% -$463 0.05% 190
2022
Q4 		$111K Buy
+733
New +$110K 0.06% 189

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

Richard W. Paul & Associates's IWD Position: Q2 2026 in Review

Richard W. Paul & Associates held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 27 shares worth $6.55K. The position accounts for ﹤0.01% of the portfolio, ranked #244.

Richard W. Paul & Associates first reported a position in IWD in Q4 2022 and has held it in 15 quarters since. The position peaked at $117K in Q2 2023. 1,967 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Richard W. Paul & Associates held 27 shares of iShares Russell 1000 Value ETF worth $6.55K as of Q2 2026.
  • Richard W. Paul & Associates left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Value ETF made up ﹤0.01% of Richard W. Paul & Associates's portfolio in Q2 2026, its #244 holding.
  • Richard W. Paul & Associates first reported a position in iShares Russell 1000 Value ETF in Q4 2022 and has held it in 15 quarters since.
  • Richard W. Paul & Associates's iShares Russell 1000 Value ETF position peaked at $117K in Q2 2023.
  • 1,967 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.