St. Clair Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

St. Clair 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	–	Sell	-13,039	Closed	-$2.79M	–	80
2026 Q1	$2.79M	Buy	+13,039	New	+$2.86M	0.74%	30
2025 Q2	–	Sell	-1,389	Closed	-$261K	–	81
2025 Q1	$261K	Sell	1,389 -728	-34%	-$139K	0.07%	74
2024 Q4	$392K	Buy	+2,117	New	+$406K	0.11%	69
2023 Q1	–	Sell	-1,885	Closed	-$286K	–	81
2022 Q4	$286K	Buy	+1,885	New	+$282K	0.18%	51
2022 Q1	–	Sell	-4,818	Closed	-$809K	–	45
2021 Q4	$809K	Buy	+4,818	New	+$789K	0.46%	24

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

St. Clair Advisors's IWD Position: Q2 2026 in Review

St. Clair Advisors sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2026, closing a stake of 13,039 shares — an estimated $2.79M sold.

St. Clair Advisors first reported a position in IWD in Q4 2021 and held it in 5 quarters. The position peaked at $2.79M in Q1 2026. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

St. Clair Advisors reported no remaining iShares Russell 1000 Value ETF position as of Q2 2026 after selling out during the quarter.
St. Clair Advisors sold 13,039 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $2.79M.
St. Clair Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and held it in 5 quarters.
St. Clair Advisors's iShares Russell 1000 Value ETF position peaked at $2.79M in Q1 2026.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on St. Clair Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.