Van Hulzen Asset Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Van Hulzen Asset 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
2025 Q1	–	Sell	-81	Closed	-$15K	–	697
2024 Q4	$15K	Buy	+81	New	+$15.5K	﹤0.01%	724
2020 Q3	–	Sell	-2,734	Closed	-$308K	–	275
2020 Q2	$308K	Sell	2,734 -2,503	-48%	-$275K	0.05%	188
2020 Q1	$519K	Sell	5,237 -914	-15%	-$114K	0.11%	118
2019 Q4	$839K	Buy	6,151 +28	+0.5%	+$3.69K	0.16%	98
2019 Q3	$785K	Buy	6,123 +2,162	+55%	+$275K	0.17%	98
2019 Q2	$504K	Buy	3,961 +20	+0.5%	+$2.5K	0.11%	133
2019 Q1	$487K	Hold	3,941	–	–	0.13%	116
2018 Q4	$438K	Sell	3,941 -205	-5%	-$24.6K	0.13%	121
2018 Q3	$525K	Buy	4,146 +549	+15%	+$69K	0.14%	119
2018 Q2	$437K	Buy	+3,597	New	+$437K	0.13%	107

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

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

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

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

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

Van Hulzen Asset Management's IWD Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2025, closing a stake of 81 shares — an estimated $15K sold.

Van Hulzen Asset Management first reported a position in IWD in Q2 2018 and held it in 10 quarters. The position peaked at $839K in Q4 2019. 1,714 funds tracked by Wall St. Rank hold IWD as of Q1 2025.

Van Hulzen Asset Management reported no remaining iShares Russell 1000 Value ETF position as of Q1 2025 after selling out during the quarter.
Van Hulzen Asset Management sold 81 iShares Russell 1000 Value ETF shares in Q1 2025, an estimated $15K.
Van Hulzen Asset Management first reported a position in iShares Russell 1000 Value ETF in Q2 2018 and held it in 10 quarters.
Van Hulzen Asset Management's iShares Russell 1000 Value ETF position peaked at $839K in Q4 2019.
1,714 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.