Roehl & Yi Investment Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Roehl & Yi Investment 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	$1.08M	Hold	4,457	–	–	0.36%	59
2026 Q1	$952K	Sell	4,457 -1,000	-18%	-$219K	0.36%	57
2025 Q4	$1.15M	Buy	5,457 +927	+20%	+$191K	0.46%	44
2025 Q3	$922K	Hold	4,530	–	–	0.4%	53
2025 Q2	$880K	Hold	4,530	–	–	0.45%	48
2025 Q1	$852K	Sell	4,530 -514	-10%	-$97.9K	0.46%	49
2024 Q4	$934K	Buy	+5,044	New	+$968K	0.51%	41

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

Roehl & Yi Investment Advisors's IWD Position: Q2 2026 in Review

Roehl & Yi Investment Advisors held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 4,457 shares worth $1.08M. The position accounts for 0.36% of the portfolio, ranked #59.

Roehl & Yi Investment Advisors first reported a position in IWD in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.15M in Q4 2025. 1,974 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Roehl & Yi Investment Advisors held 4,457 shares of iShares Russell 1000 Value ETF worth $1.08M as of Q2 2026.
Roehl & Yi Investment Advisors left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.36% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #59 holding.
Roehl & Yi Investment Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 7 quarters since.
Roehl & Yi Investment Advisors's iShares Russell 1000 Value ETF position peaked at $1.15M in Q4 2025.
1,974 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.