Stage Harbor Financial’s iShares Russell 1000 Value ETF IWD Stock Holding History

Stage Harbor Financial’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	$3.11M	Hold	12,840	–	–	1.8%	16
2026 Q1	$2.74M	Sell	12,840 -7,409	-37%	-$1.62M	1.82%	16
2025 Q4	$4.26M	Buy	20,249 +184	+0.9%	+$38K	2.87%	12
2025 Q3	$4.09M	Sell	20,065 -639	-3%	-$127K	2.99%	11
2025 Q2	$4.02M	Buy	20,704 +425	+2%	+$78.7K	3.27%	10
2025 Q1	$3.82M	Sell	20,279 -138	-0.7%	-$26.3K	3.23%	10
2024 Q4	$3.78M	Buy	20,417 +44	+0.2%	+$8.44K	3.29%	11
2024 Q3	$3.9M	Sell	20,373 -1,375	-6%	-$250K	3.55%	11
2024 Q2	$3.79M	Hold	21,748	–	–	3.67%	11
2024 Q1	$3.9M	Hold	21,748	–	–	3.54%	12
2023 Q4	$3.59M	Buy	+21,748	New	+$3.36M	3.46%	12

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

Stage Harbor Financial's IWD Position: Q2 2026 in Review

Stage Harbor Financial held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 12,840 shares worth $3.11M. The position accounts for 1.8% of the portfolio, ranked #16.

Stage Harbor Financial first reported a position in IWD in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.26M in Q4 2025. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Stage Harbor Financial held 12,840 shares of iShares Russell 1000 Value ETF worth $3.11M as of Q2 2026.
Stage Harbor Financial left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 1.8% of Stage Harbor Financial's portfolio in Q2 2026, its #16 holding.
Stage Harbor Financial first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 11 quarters since.
Stage Harbor Financial's iShares Russell 1000 Value ETF position peaked at $4.26M in Q4 2025.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Stage Harbor Financial's 13F filing for Q2 2026, filed 7 Aug 2026.