SRH Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

SRH 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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SRH Advisors's IWD Position: Q1 2026 in Review

SRH Advisors held its iShares Russell 1000 Value ETF (IWD) position steady in Q1 2026 at 370 shares worth $79.1K. The position accounts for 0.02% of the portfolio, ranked #113.

SRH Advisors first reported a position in IWD in Q3 2017 and has held it in 35 quarters since. The position peaked at $92K in Q3 2018. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

SRH Advisors held 370 shares of iShares Russell 1000 Value ETF worth $79.1K as of Q1 2026.
SRH Advisors left its iShares Russell 1000 Value ETF share count unchanged in Q1 2026.
iShares Russell 1000 Value ETF made up 0.02% of SRH Advisors's portfolio in Q1 2026, its #113 holding.
SRH Advisors first reported a position in iShares Russell 1000 Value ETF in Q3 2017 and has held it in 35 quarters since.
SRH Advisors's iShares Russell 1000 Value ETF position peaked at $92K in Q3 2018.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on SRH Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.