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SC&H Financial Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

SC&H Financial 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 		$493K Sell
2,033
-121
-6% -$28.2K 0.07% 96
2026
Q1 		$460K Buy
2,154
+6
+0.3% +$1.31K 0.07% 96
2025
Q4 		$452K Sell
2,148
-493
-19% -$102K 0.07% 94
2025
Q3 		$538K Buy
2,641
+6
+0.2% +$1.19K 0.09% 88
2025
Q2 		$512K Buy
2,635
+5
+0.2% +$926 0.09% 88
2025
Q1 		$495K Buy
2,630
+5
+0.2% +$952 0.1% 89
2024
Q4 		$486K Buy
2,625
+6
+0.2% +$1.15K 0.1% 90
2024
Q3 		$497K Buy
2,619
+7
+0.3% +$1.27K 0.11% 90
2024
Q2 		$456K Buy
2,612
+5
+0.2% +$874 0.11% 88
2024
Q1 		$467K Buy
2,607
+5
+0.2% +$846 0.12% 91
2023
Q4 		$430K Buy
2,602
+14
+0.5% +$2.16K 0.12% 95
2023
Q3 		$393K Hold
2,588
– – 0.13% 100
2023
Q2 		$408K Buy
2,588
+5
+0.2% +$764 0.14% 101
2023
Q1 		$393K Buy
2,583
+5
+0.2% +$772 0.14% 99
2022
Q4 		$391K Buy
2,578
+8
+0.3% +$1.2K 0.16% 95
2022
Q3 		$350K Buy
2,570
+10
+0.4% +$1.5K 0.18% 96
2022
Q2 		$371K Sell
2,560
-98
-4% -$15.3K 0.17% 99
2022
Q1 		$441K Buy
+2,658
New +$437K 0.21% 96

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

SC&H Financial Advisors's IWD Position: Q2 2026 in Review

SC&H Financial Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 5.6% in Q2 2026, selling an estimated $28.2K and leaving 2,033 shares worth $493K. The position accounts for 0.07% of the portfolio, ranked #96.

SC&H Financial Advisors first reported a position in IWD in Q1 2022 and has held it in 18 quarters since. The position peaked at $538K in Q3 2025. 1,975 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • SC&H Financial Advisors held 2,033 shares of iShares Russell 1000 Value ETF worth $493K as of Q2 2026.
  • SC&H Financial Advisors sold 121 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $28.2K.
  • iShares Russell 1000 Value ETF made up 0.07% of SC&H Financial Advisors's portfolio in Q2 2026, its #96 holding.
  • SC&H Financial Advisors first reported a position in iShares Russell 1000 Value ETF in Q1 2022 and has held it in 18 quarters since.
  • SC&H Financial Advisors's iShares Russell 1000 Value ETF position peaked at $538K in Q3 2025.
  • 1,975 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.