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Walsh & Associates’s iShares Russell 1000 Value ETF IWD Stock Holding History

Walsh & Associates’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 		$1.38M Buy
5,702
+18
+0.3% +$4.19K 1.13% 18
2026
Q1 		$1.21M Sell
5,684
-214
-4% -$46.9K 1.2% 17
2025
Q4 		$1.24M Buy
+5,898
New +$1.22M 1.22% 16

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Walsh & Associates's IWD Position: Q2 2026 in Review

Walsh & Associates increased its iShares Russell 1000 Value ETF (IWD) stake by 0.32% in Q2 2026, buying an estimated $4.19K and bringing the position to 5,702 shares worth $1.38M. The position accounts for 1.13% of the portfolio, ranked #18.

Walsh & Associates first reported a position in IWD in Q4 2025 and has held it in 3 quarters since. 1,967 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Walsh & Associates held 5,702 shares of iShares Russell 1000 Value ETF worth $1.38M as of Q2 2026.
  • Walsh & Associates bought 18 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $4.19K.
  • iShares Russell 1000 Value ETF made up 1.13% of Walsh & Associates's portfolio in Q2 2026, its #18 holding.
  • Walsh & Associates first reported a position in iShares Russell 1000 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,967 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.