Wescott Financial Advisory Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Wescott Financial Advisory Group’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	$600K	Buy	2,475 +2	+0.1%	+$466	0.05%	124
2026 Q1	$528K	Sell	2,473 -480	-16%	-$105K	0.05%	124
2025 Q4	$621K	Sell	2,953 -110	-4%	-$22.7K	0.05%	120
2025 Q3	$624K	Buy	3,063 +4	+0.1%	+$796	0.06%	114
2025 Q2	$594K	Buy	3,059 +5	+0.2%	+$926	0.06%	109
2025 Q1	$575K	Buy	3,054 +4	+0.1%	+$762	0.06%	106
2024 Q4	$565K	Buy	3,050 +5	+0.2%	+$959	0.06%	106
2024 Q3	$578K	Sell	3,045 -271	-8%	-$49.4K	0.06%	105
2024 Q2	$579K	Hold	3,316	–	–	0.07%	106
2024 Q1	$594K	Buy	3,316 +10	+0.3%	+$1.69K	0.07%	102
2023 Q4	$546K	Buy	3,306 +16	+0.5%	+$2.47K	0.08%	97
2023 Q3	$500K	Hold	3,290	–	–	0.09%	97
2023 Q2	$519K	Buy	3,290 +5	+0.2%	+$764	0.09%	98
2023 Q1	$500K	Buy	3,285 +6	+0.2%	+$927	0.11%	94
2022 Q4	$497K	Buy	3,279 +8	+0.2%	+$1.2K	0.11%	94
2022 Q3	$445K	Buy	3,271 +1,226	+60%	+$184K	0.12%	91
2022 Q2	$296K	Hold	2,045	–	–	0.08%	109
2022 Q1	$339K	Hold	2,045	–	–	0.09%	99
2021 Q4	$343K	Hold	2,045	–	–	0.18%	53
2021 Q3	$320K	Buy	2,045 +340	+20%	+$54.5K	0.18%	53
2021 Q2	$272K	Buy	+1,705	New	+$270K	0.16%	53

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

Wescott Financial Advisory Group's IWD Position: Q2 2026 in Review

Wescott Financial Advisory Group increased its iShares Russell 1000 Value ETF (IWD) stake by 0.08% in Q2 2026, buying an estimated $466 and bringing the position to 2,475 shares worth $600K. The position accounts for 0.05% of the portfolio, ranked #124.

Wescott Financial Advisory Group first reported a position in IWD in Q2 2021 and has held it in 21 quarters since. The position peaked at $624K in Q3 2025. 1,979 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Wescott Financial Advisory Group held 2,475 shares of iShares Russell 1000 Value ETF worth $600K as of Q2 2026.
Wescott Financial Advisory Group bought 2 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $466.
iShares Russell 1000 Value ETF made up 0.05% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #124 holding.
Wescott Financial Advisory Group first reported a position in iShares Russell 1000 Value ETF in Q2 2021 and has held it in 21 quarters since.
Wescott Financial Advisory Group's iShares Russell 1000 Value ETF position peaked at $624K in Q3 2025.
1,979 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.