Sharkey, Howes & Javer’s iShares Russell 1000 Value ETF IWD Stock Holding History

Sharkey, Howes & Javer’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	$1.26M	Buy	5,196 +6	+0.1%	+$1.4K	0.15%	74
2026 Q1	$1.11M	Buy	5,190 +7	+0.1%	+$1.53K	0.15%	78
2025 Q4	$1.09M	Buy	5,183 +9	+0.2%	+$1.86K	0.14%	78
2025 Q3	$1.05M	Buy	5,174 +8	+0.2%	+$1.59K	0.14%	82
2025 Q2	$1M	Sell	5,166 -325	-6%	-$60.2K	0.13%	92
2025 Q1	$1.03M	Buy	5,491 +8	+0.1%	+$1.52K	0.15%	85
2024 Q4	$1.02M	Sell	5,483 -545	-9%	-$105K	0.14%	85
2024 Q3	$1.14M	Buy	6,028 +333	+6%	+$60.7K	0.16%	77
2024 Q2	$994K	Buy	5,695 +651	+13%	+$114K	0.16%	69
2024 Q1	$903K	Hold	5,044	–	–	0.15%	70
2023 Q4	$834K	Hold	5,044	–	–	0.15%	67
2023 Q3	$766K	Sell	5,044 -1,408	-22%	-$223K	0.15%	67
2023 Q2	$1.02M	Sell	6,452 -812	-11%	-$124K	0.19%	60
2023 Q1	$1.11M	Hold	7,264	–	–	0.24%	54
2022 Q4	$1.1M	Hold	7,264	–	–	0.25%	50
2022 Q3	$988K	Hold	7,264	–	–	0.22%	55
2022 Q2	$1.05M	Hold	7,264	–	–	0.26%	45
2022 Q1	$1.21M	Buy	7,264 +588	+9%	+$96.6K	0.28%	43
2021 Q4	$1.12M	Sell	6,676 -2,001	-23%	-$328K	0.25%	45
2021 Q3	$1.36M	Hold	8,677	–	–	0.35%	37
2021 Q2	$1.38M	Hold	8,677	–	–	0.37%	35
2021 Q1	$1.31M	Hold	8,677	–	–	0.41%	34
2020 Q4	$1.19M	Sell	8,677 -2,142	-20%	-$275K	0.4%	31
2020 Q3	$1.28M	Sell	10,819 -1,206	-10%	-$143K	0.49%	30
2020 Q2	$1.35M	Sell	12,025 -472	-4%	-$51.9K	0.6%	28
2020 Q1	$1.24M	Hold	12,497	–	–	0.65%	29
2019 Q4	$1.71M	Hold	12,497	–	–	0.72%	27
2019 Q3	$1.6M	Buy	12,497 +80	+0.6%	+$10.2K	0.69%	27
2019 Q2	$1.58M	Hold	12,417	–	–	0.72%	24
2019 Q1	$1.53M	Hold	12,417	–	–	0.72%	26
2018 Q4	$1.38M	Hold	12,417	–	–	0.9%	14
2018 Q3	$1.57M	Sell	12,417 -4,044	-25%	-$508K	0.82%	15
2018 Q2	$2M	Sell	16,461 -1,176	-7%	-$143K	1.11%	12
2018 Q1	$2.12M	Sell	17,637 -2,201	-11%	-$274K	1.19%	12
2017 Q4	$2.47M	Sell	19,838 -976	-5%	-$118K	1.44%	10
2017 Q3	$2.5M	Sell	20,814 -1,013	-5%	-$118K	1.32%	9
2017 Q2	$2.54M	Sell	21,827 -16,453	-43%	-$1.89M	1.43%	9
2017 Q1	$4.4M	Sell	38,280 -300	-0.8%	-$34.4K	2.33%	8
2016 Q4	$4.32M	Buy	38,580 +31,881	+476%	+$3.45M	2.62%	8
2016 Q3	$708K	Hold	6,699	–	–	0.43%	15
2016 Q2	$691K	Buy	6,699 +334	+5%	+$33.7K	0.43%	15
2016 Q1	$629K	Hold	6,365	–	–	0.46%	17
2015 Q4	$623K	Sell	6,365 -765	-11%	-$75.9K	0.43%	19
2015 Q3	$680K	Buy	+7,130	New	+$708K	0.52%	21
2015 Q2	–	Sell	-7,580	Closed	-$781K	–	222
2015 Q1	$781K	Buy	+7,580	New	+$786K	0.5%	19

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

Sharkey, Howes & Javer's IWD Position: Q2 2026 in Review

Sharkey, Howes & Javer increased its iShares Russell 1000 Value ETF (IWD) stake by 0.12% in Q2 2026, buying an estimated $1.4K and bringing the position to 5,196 shares worth $1.26M. The position accounts for 0.15% of the portfolio, ranked #74.

Sharkey, Howes & Javer first reported a position in IWD in Q1 2015 and has held it in 45 quarters since. The position peaked at $4.4M in Q1 2017. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Sharkey, Howes & Javer held 5,196 shares of iShares Russell 1000 Value ETF worth $1.26M as of Q2 2026.
Sharkey, Howes & Javer bought 6 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $1.4K.
iShares Russell 1000 Value ETF made up 0.15% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #74 holding.
Sharkey, Howes & Javer first reported a position in iShares Russell 1000 Value ETF in Q1 2015 and has held it in 45 quarters since.
Sharkey, Howes & Javer's iShares Russell 1000 Value ETF position peaked at $4.4M in Q1 2017.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.