SRH 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
Q2 | $89.7K | Hold |
370
| – | – | 0.02% | 115 |
|
|
2026
Q1 | $79.1K | Hold |
370
| – | – | 0.02% | 113 |
|
|
2025
Q4 | $77.8K | Hold |
370
| – | – | 0.02% | 112 |
|
|
2025
Q3 | $75.3K | Hold |
370
| – | – | 0.02% | 110 |
|
|
2025
Q2 | $71.9K | Hold |
370
| – | – | 0.02% | 105 |
|
|
2025
Q1 | $69.6K | Hold |
370
| – | – | 0.02% | 105 |
|
|
2024
Q4 | $68.5K | Hold |
370
| – | – | 0.02% | 110 |
|
|
2024
Q3 | $70.2K | Hold |
370
| – | – | 0.02% | 108 |
|
|
2024
Q2 | $64.6K | Hold |
370
| – | – | 0.02% | 109 |
|
|
2024
Q1 | $66.3K | Hold |
370
| – | – | 0.02% | 113 |
|
|
2023
Q4 | $61.1K | Hold |
370
| – | – | 0.02% | 113 |
|
|
2023
Q3 | $56.2K | Hold |
370
| – | – | 0.03% | 106 |
|
|
2023
Q2 | $56.3K | Hold |
370
| – | – | 0.03% | 107 |
|
|
2023
Q1 | $56K | Hold |
370
| – | – | 0.03% | 107 |
|
|
2022
Q4 | $56K | Hold |
370
| – | – | 0.03% | 109 |
|
|
2022
Q3 | $50K | Hold |
370
| – | – | 0.07% | 112 |
|
|
2022
Q2 | $54K | Hold |
370
| – | – | 0.07% | 113 |
|
|
2022
Q1 | $61K | Hold |
370
| – | – | 0.07% | 120 |
|
|
2021
Q4 | $62K | Hold |
370
| – | – | 0.07% | 123 |
|
|
2021
Q3 | $58K | Hold |
370
| – | – | 0.07% | 118 |
|
|
2021
Q2 | $59K | Hold |
370
| – | – | 0.07% | 114 |
|
|
2021
Q1 | $56K | Hold |
370
| – | – | 0.08% | 108 |
|
|
2020
Q4 | $51K | Hold |
370
| – | – | 0.08% | 110 |
|
|
2020
Q3 | $44K | Hold |
370
| – | – | 0.08% | 104 |
|
|
2020
Q2 | $42K | Hold |
370
| – | – | 0.1% | 90 |
|
|
2020
Q1 | $37K | Hold |
370
| – | – | 0.1% | 86 |
|
|
2019
Q4 | $51K | Hold |
370
| – | – | 0.16% | 79 |
|
|
2019
Q3 | $47K | Hold |
370
| – | – | 0.16% | 81 |
|
|
2019
Q2 | $47K | Hold |
370
| – | – | 0.16% | 82 |
|
|
2019
Q1 | $46K | Hold |
370
| – | – | 0.16% | 83 |
|
|
2018
Q4 | $41K | Sell |
370
-360
| -49% | -$43.1K | 0.16% | 85 |
|
|
2018
Q3 | $92K | Hold |
730
| – | – | 0.32% | 62 |
|
|
2018
Q2 | $89K | Hold |
730
| – | – | 0.33% | 61 |
|
|
2018
Q1 | $88K | Buy |
730
+370
| +103% | +$46.1K | 0.35% | 57 |
|
|
2017
Q4 | $45K | Hold |
360
| – | – | 0.18% | 80 |
|
|
2017
Q3 | $43K | Buy |
+360
| New | +$41.9K | 0.18% | 82 |
|
Other funds holding IWD
SRH Advisors's IWD Position: Q2 2026 in Review
SRH Advisors held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 370 shares worth $89.7K. The position accounts for 0.02% of the portfolio, ranked #115.
SRH Advisors first reported a position in IWD in Q3 2017 and has held it in 36 quarters since. The position peaked at $92K in Q3 2018. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.
- SRH Advisors held 370 shares of iShares Russell 1000 Value ETF worth $89.7K as of Q2 2026.
- SRH Advisors left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
- iShares Russell 1000 Value ETF made up 0.02% of SRH Advisors's portfolio in Q2 2026, its #115 holding.
- SRH Advisors first reported a position in iShares Russell 1000 Value ETF in Q3 2017 and has held it in 36 quarters since.
- SRH Advisors's iShares Russell 1000 Value ETF position peaked at $92K in Q3 2018.
- 1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.
Based on SRH Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.