Stonehearth Capital Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Stonehearth Capital Management’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	$376K	Hold	1,553	–	–	0.13%	53
2026 Q1	$332K	Hold	1,553	–	–	0.13%	59
2025 Q4	$327K	Hold	1,553	–	–	0.12%	62
2025 Q3	$316K	Hold	1,553	–	–	0.12%	67
2025 Q2	$302K	Hold	1,553	–	–	0.12%	62
2025 Q1	$292K	Hold	1,553	–	–	0.12%	57
2024 Q4	$288K	Hold	1,553	–	–	0.12%	61
2024 Q3	$295K	Buy	1,553 +374	+32%	+$68.1K	0.12%	59
2024 Q2	$206K	Hold	1,179	–	–	0.09%	74
2024 Q1	$211K	Buy	+1,179	New	+$199K	0.1%	75

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

Stonehearth Capital Management's IWD Position: Q2 2026 in Review

Stonehearth Capital Management held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 1,553 shares worth $376K. The position accounts for 0.13% of the portfolio, ranked #53.

Stonehearth Capital Management first reported a position in IWD in Q1 2024 and has held it in 10 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Stonehearth Capital Management held 1,553 shares of iShares Russell 1000 Value ETF worth $376K as of Q2 2026.
Stonehearth Capital Management left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.13% of Stonehearth Capital Management's portfolio in Q2 2026, its #53 holding.
Stonehearth Capital Management first reported a position in iShares Russell 1000 Value ETF in Q1 2024 and has held it in 10 quarters since.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Stonehearth Capital Management's 13F filing for Q2 2026, filed 7 Jul 2026.