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

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return

BWCS

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 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. 550 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.
550 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.