Sand Hill Global Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $559K | Buy |
2,614
+92
| +4% | +$20.1K | 0.02% | 139 |
|
|
2025
Q4 | $530K | Hold |
2,522
| – | – | 0.02% | 141 |
|
|
2025
Q3 | $513K | Sell |
2,522
-294
| -10% | -$58.5K | 0.02% | 143 |
|
|
2025
Q2 | $547K | Buy |
2,816
+73
| +3% | +$13.5K | 0.02% | 141 |
|
|
2025
Q1 | $516K | Sell |
2,743
-52
| -2% | -$9.9K | 0.02% | 143 |
|
|
2024
Q4 | $517K | Hold |
2,795
| – | – | 0.02% | 139 |
|
|
2024
Q3 | $530K | Buy |
2,795
+203
| +8% | +$37K | 0.02% | 137 |
|
|
2024
Q2 | $452K | Sell |
2,592
-114
| -4% | -$19.9K | 0.02% | 142 |
|
|
2024
Q1 | $485K | Sell |
2,706
-156
| -5% | -$26.4K | 0.02% | 121 |
|
|
2023
Q4 | $473K | Sell |
2,862
-341
| -11% | -$52.7K | 0.02% | 126 |
|
|
2023
Q3 | $486K | Buy |
3,203
+247
| +8% | +$39.2K | 0.03% | 116 |
|
|
2023
Q2 | $467K | Sell |
2,956
-121
| -4% | -$18.5K | 0.02% | 119 |
|
|
2023
Q1 | $469K | Sell |
3,077
-1,464
| -32% | -$226K | 0.03% | 120 |
|
|
2022
Q4 | $689K | Buy |
4,541
+1,633
| +56% | +$244K | 0.04% | 110 |
|
|
2022
Q3 | $396K | Sell |
2,908
-735
| -20% | -$110K | 0.02% | 124 |
|
|
2022
Q2 | $528K | Buy |
3,643
+628
| +21% | +$98.2K | 0.03% | 112 |
|
|
2022
Q1 | $501K | Sell |
3,015
-224
| -7% | -$36.8K | 0.03% | 109 |
|
|
2021
Q4 | $544K | Buy |
3,239
+327
| +11% | +$53.6K | 0.03% | 110 |
|
|
2021
Q3 | $456K | Hold |
2,912
| – | – | 0.03% | 113 |
|
|
2021
Q2 | $462K | Hold |
2,912
| – | – | 0.03% | 111 |
|
|
2021
Q1 | $441K | Sell |
2,912
-144
| -5% | -$20.8K | 0.03% | 99 |
|
|
2020
Q4 | $418K | Buy |
3,056
+121
| +4% | +$15.5K | 0.03% | 103 |
|
|
2020
Q3 | $347K | Hold |
2,935
| – | – | 0.03% | 103 |
|
|
2020
Q2 | $331K | Sell |
2,935
-237
| -7% | -$26.1K | 0.03% | 103 |
|
|
2020
Q1 | $315K | Sell |
3,172
-600
| -16% | -$74.8K | 0.03% | 101 |
|
|
2019
Q4 | $515K | Buy |
3,772
+424
| +13% | +$55.9K | 0.05% | 103 |
|
|
2019
Q3 | $429K | Sell |
3,348
-427
| -11% | -$54.3K | 0.04% | 103 |
|
|
2019
Q2 | $480K | Buy |
3,775
+74
| +2% | +$9.26K | 0.05% | 79 |
|
|
2019
Q1 | $457K | Sell |
3,701
-358,549
| -99% | -$43.1M | 0.05% | 77 |
|
|
2018
Q4 | $40.2M | Sell |
362,250
-72,316
| -17% | -$8.67M | 4.33% | 5 |
|
|
2018
Q3 | $55M | Sell |
434,566
-2,956
| -0.7% | -$371K | 5.24% | 6 |
|
|
2018
Q2 | $53.1M | Buy |
437,522
+374,604
| +595% | +$45.5M | 5.24% | 5 |
|
|
2018
Q1 | $7.55M | Sell |
62,918
-582,146
| -90% | -$72.6M | 7.29% | 3 |
|
|
2017
Q4 | $80.2M | Sell |
645,064
-7,511
| -1% | -$910K | 7.98% | 3 |
|
|
2017
Q3 | $77.3M | Buy |
652,575
+15,290
| +2% | +$1.78M | 8.25% | 3 |
|
|
2017
Q2 | $74.2M | Buy |
637,285
+4,387
| +0.7% | +$505K | 8.45% | 3 |
|
|
2017
Q1 | $72.7M | Buy |
+632,898
| New | +$72.6M | 9.41% | 3 |
|
Other funds holding IWD
Sand Hill Global Advisors's IWD Position: Q1 2026 in Review
Sand Hill Global Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 3.6% in Q1 2026, buying an estimated $20.1K and bringing the position to 2,614 shares worth $559K. The position accounts for 0.02% of the portfolio, ranked #139.
Sand Hill Global Advisors first reported a position in IWD in Q1 2017 and has held it in 37 quarters since. The position peaked at $80.2M in Q4 2017. 1,898 funds tracked by Wall St. Rank hold IWD as of Q1 2026.
- Sand Hill Global Advisors held 2,614 shares of iShares Russell 1000 Value ETF worth $559K as of Q1 2026.
- Sand Hill Global Advisors bought 92 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $20.1K.
- iShares Russell 1000 Value ETF made up 0.02% of Sand Hill Global Advisors's portfolio in Q1 2026, its #139 holding.
- Sand Hill Global Advisors first reported a position in iShares Russell 1000 Value ETF in Q1 2017 and has held it in 37 quarters since.
- Sand Hill Global Advisors's iShares Russell 1000 Value ETF position peaked at $80.2M in Q4 2017.
- 1,898 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.
Based on Sand Hill Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.