TH
IWD icon

Team Hewins’s iShares Russell 1000 Value ETF IWD Stock Holding History

Team Hewins’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 		$407K Hold
1,678
– – 0.11% 30
2026
Q1 		$359K Hold
1,678
– – 0.11% 30
2025
Q4 		$353K Hold
1,678
– – 0.11% 29
2025
Q3 		$342K Hold
1,678
– – 0.12% 27
2025
Q2 		$326K Buy
1,678
+14
+0.8% +$2.59K 0.12% 25
2025
Q1 		$313K Sell
1,664
-171
-9% -$32.6K 0.12% 24
2024
Q4 		$340K Hold
1,835
– – 0.13% 24
2024
Q3 		$348K Buy
+1,835
New +$334K 0.13% 24

Other funds holding IWD

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Team Hewins's IWD Position: Q2 2026 in Review

Team Hewins held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 1,678 shares worth $407K. The position accounts for 0.11% of the portfolio, ranked #30.

Team Hewins first reported a position in IWD in Q3 2024 and has held it in 8 quarters since. 1,000 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Team Hewins held 1,678 shares of iShares Russell 1000 Value ETF worth $407K as of Q2 2026.
  • Team Hewins left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Value ETF made up 0.11% of Team Hewins's portfolio in Q2 2026, its #30 holding.
  • Team Hewins first reported a position in iShares Russell 1000 Value ETF in Q3 2024 and has held it in 8 quarters since.
  • 1,000 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Team Hewins's 13F filing for Q2 2026, filed 29 Jul 2026.