West Financial Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

West Financial Advisors’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	$254K	Sell	1,049 -21	-2%	-$4.89K	0.04%	56
2026 Q1	$229K	Hold	1,070	–	–	0.04%	54
2025 Q4	$225K	Hold	1,070	–	–	0.04%	55
2025 Q3	$218K	Hold	1,070	–	–	0.04%	56
2025 Q2	$208K	Hold	1,070	–	–	0.04%	58
2025 Q1	$201K	Hold	1,070	–	–	0.04%	58
2024 Q4	$198K	Buy	1,070 +719	+205%	+$138K	0.04%	59
2024 Q3	$66.6K	Hold	351	–	–	0.01%	77
2024 Q2	$61.2K	Hold	351	–	–	0.01%	75
2024 Q1	$62.9K	Hold	351	–	–	0.01%	77
2023 Q4	$58K	Sell	351 -40	-10%	-$6.18K	0.01%	77
2023 Q3	$59.4K	Hold	391	–	–	0.01%	75
2023 Q2	$61.7K	Hold	391	–	–	0.02%	75
2023 Q1	$59.5K	Hold	391	–	–	0.02%	73
2022 Q4	$59.3K	Hold	391	–	–	0.02%	72
2022 Q3	$53K	Hold	391	–	–	0.02%	97
2022 Q2	$57K	Hold	391	–	–	0.02%	93
2022 Q1	$65K	Hold	391	–	–	0.02%	93
2021 Q4	$66K	Buy	391 +213	+120%	+$34.9K	0.02%	100
2021 Q3	$28K	Hold	178	–	–	0.01%	114
2021 Q2	$28K	Buy	178 +32	+22%	+$5.07K	0.01%	105
2021 Q1	$22K	Hold	146	–	–	0.01%	108
2020 Q4	$20K	Buy	+146	New	+$18.7K	0.01%	112

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

West Financial Advisors's IWD Position: Q2 2026 in Review

West Financial Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 2% in Q2 2026, selling an estimated $4.89K and leaving 1,049 shares worth $254K. The position accounts for 0.04% of the portfolio, ranked #56.

West Financial Advisors first reported a position in IWD in Q4 2020 and has held it in 23 quarters since. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

West Financial Advisors held 1,049 shares of iShares Russell 1000 Value ETF worth $254K as of Q2 2026.
West Financial Advisors sold 21 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $4.89K.
iShares Russell 1000 Value ETF made up 0.04% of West Financial Advisors's portfolio in Q2 2026, its #56 holding.
West Financial Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and has held it in 23 quarters since.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.