Wealth Architects’s iShares Russell 1000 Value ETF IWD Stock Holding History

Wealth Architects’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	$363K	Sell	1,496 -1	-0.1%	-$233	0.03%	173
2026 Q1	$320K	Hold	1,497	–	–	0.03%	171
2025 Q4	$315K	Hold	1,497	–	–	0.03%	176
2025 Q3	$305K	Hold	1,497	–	–	0.03%	179
2025 Q2	$291K	Hold	1,497	–	–	0.03%	174
2025 Q1	$282K	Hold	1,497	–	–	0.03%	184
2024 Q4	$277K	Sell	1,497 -243	-14%	-$46.6K	0.03%	175
2024 Q3	$330K	Hold	1,740	–	–	0.04%	160
2024 Q2	$304K	Hold	1,740	–	–	0.04%	164
2024 Q1	$312K	Hold	1,740	–	–	0.04%	155
2023 Q4	$287K	Buy	1,740 +6	+0.3%	+$927	0.04%	158
2023 Q3	$263K	Buy	1,734 +102	+6%	+$16.2K	0.04%	154
2023 Q2	$258K	Buy	1,632 +6	+0.4%	+$917	0.04%	157
2023 Q1	$248K	Buy	1,626 +16	+1%	+$2.47K	0.04%	156
2022 Q4	$244K	Hold	1,610	–	–	0.05%	149
2022 Q3	$219K	Hold	1,610	–	–	0.05%	152
2022 Q2	$233K	Sell	1,610 -109	-6%	-$17.1K	0.05%	158
2022 Q1	$285K	Buy	1,719 +75	+5%	+$12.3K	0.05%	157
2021 Q4	$276K	Sell	1,644 -2	-0.1%	-$328	0.05%	156
2021 Q3	$258K	Buy	1,646 +6	+0.4%	+$962	0.05%	152
2021 Q2	$260K	Sell	1,640 -16	-1%	-$2.53K	0.05%	149
2021 Q1	$251K	Sell	1,656 -3,974	-71%	-$575K	0.05%	137
2020 Q4	$770K	Buy	5,630 +2,727	+94%	+$350K	0.18%	55
2020 Q3	$343K	Sell	2,903 -1	-0%	-$119	0.09%	102
2020 Q2	$327K	Buy	2,904 +24	+0.8%	+$2.64K	0.09%	102
2020 Q1	$286K	Sell	2,880 -22	-0.8%	-$2.74K	0.1%	98
2019 Q4	$396K	Buy	2,902 +103	+4%	+$13.6K	0.11%	81
2019 Q3	$359K	Buy	2,799 +5	+0.2%	+$635	0.11%	81
2019 Q2	$355K	Sell	2,794 -206	-7%	-$25.8K	0.11%	82
2019 Q1	$370K	Hold	3,000	–	–	0.12%	79
2018 Q4	$333K	Sell	3,000 -10	-0.3%	-$1.2K	0.12%	75
2018 Q3	$381K	Buy	3,010 +461	+18%	+$57.9K	0.12%	76
2018 Q2	$309K	Hold	2,549	–	–	0.1%	85
2018 Q1	$306K	Hold	2,549	–	–	0.1%	85
2017 Q4	$317K	Sell	2,549 -423	-14%	-$51.3K	0.1%	91
2017 Q3	$352K	Buy	2,972 +1	+0%	+$117	0.12%	85
2017 Q2	$345K	Sell	2,971 -1	-0%	-$115	0.13%	82
2017 Q1	$342K	Hold	2,972	–	–	0.14%	79
2016 Q4	$333K	Sell	2,972 -625	-17%	-$67.6K	0.15%	80
2016 Q3	$379K	Buy	3,597 +2	+0.1%	+$211	0.18%	72
2016 Q2	$371K	Hold	3,595	–	–	0.18%	74
2016 Q1	$355K	Buy	3,595 +1	+0%	+$94	0.18%	74
2015 Q4	$352K	Buy	3,594 +1	+0%	+$99	0.17%	79
2015 Q3	$335K	Hold	3,593	–	–	0.18%	81
2015 Q2	$371K	Hold	3,593	–	–	0.2%	74
2015 Q1	$370K	Hold	3,593	–	–	0.21%	61
2014 Q4	$375K	Buy	+3,593	New	+$366K	0.22%	62

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

Wealth Architects's IWD Position: Q2 2026 in Review

Wealth Architects reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.07% in Q2 2026, selling an estimated $233 and leaving 1,496 shares worth $363K. The position accounts for 0.03% of the portfolio, ranked #173.

Wealth Architects first reported a position in IWD in Q4 2014 and has held it in 47 quarters since. The position peaked at $770K in Q4 2020. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Wealth Architects held 1,496 shares of iShares Russell 1000 Value ETF worth $363K as of Q2 2026.
Wealth Architects sold 1 iShares Russell 1000 Value ETF share in Q2 2026, an estimated $233.
iShares Russell 1000 Value ETF made up 0.03% of Wealth Architects's portfolio in Q2 2026, its #173 holding.
Wealth Architects first reported a position in iShares Russell 1000 Value ETF in Q4 2014 and has held it in 47 quarters since.
Wealth Architects's iShares Russell 1000 Value ETF position peaked at $770K in Q4 2020.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Wealth Architects's 13F filing for Q2 2026, filed 23 Jul 2026.