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

West Paces 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	$248K	Hold	1,024	–	–	0.04%	144
2026 Q1	$219K	Hold	1,024	–	–	0.04%	152
2025 Q4	$215K	Buy	1,024 +493	+93%	+$102K	0.04%	156
2025 Q3	$108K	Hold	531	–	–	0.02%	158
2025 Q2	$103K	Hold	531	–	–	0.02%	160
2025 Q1	$99.9K	Hold	531	–	–	0.02%	185
2024 Q4	$98.3K	Sell	531 -37	-7%	-$7.1K	0.02%	189
2024 Q3	$108K	Hold	568	–	–	0.03%	187
2024 Q2	$99.1K	Hold	568	–	–	0.03%	172
2024 Q1	$102K	Hold	568	–	–	0.03%	176
2023 Q4	$93.9K	Hold	568	–	–	0.03%	178
2023 Q3	$86.2K	Sell	568 -255	-31%	-$40.4K	0.03%	180
2023 Q2	$130K	Hold	823	–	–	0.04%	155
2023 Q1	$125K	Hold	823	–	–	0.04%	153
2022 Q4	$125K	Sell	823 -1,408	-63%	-$211K	0.04%	145
2022 Q3	$303K	Hold	2,231	–	–	0.11%	100
2022 Q2	$323K	Sell	2,231 -2,455	-52%	-$384K	0.11%	97
2022 Q1	$778K	Sell	4,686 -158	-3%	-$25.9K	0.24%	66
2021 Q4	$813K	Sell	4,844 -79	-2%	-$12.9K	0.25%	59
2021 Q3	$770K	Buy	4,923 +71	+1%	+$11.4K	0.27%	57
2021 Q2	$770K	Sell	4,852 -567	-10%	-$89.8K	0.28%	58
2021 Q1	$821K	Hold	5,419	–	–	0.33%	58
2020 Q4	$741K	Sell	5,419 -231	-4%	-$29.6K	0.33%	58
2020 Q3	$667K	Hold	5,650	–	–	0.34%	59
2020 Q2	$636K	Sell	5,650 -85	-1%	-$9.35K	0.34%	60
2020 Q1	$569K	Buy	5,735 +5,393	+1,577%	+$672K	0.36%	56
2019 Q4	$46.7K	Sell	342 -274	-44%	-$36.1K	0.03%	196
2019 Q3	$79K	Buy	+616	New	+$78.3K	0.05%	149

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 Paces Advisors's IWD Position: Q2 2026 in Review

West Paces Advisors held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 1,024 shares worth $248K. The position accounts for 0.04% of the portfolio, ranked #144.

West Paces Advisors first reported a position in IWD in Q3 2019 and has held it in 28 quarters since. The position peaked at $821K in Q1 2021. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

West Paces Advisors held 1,024 shares of iShares Russell 1000 Value ETF worth $248K as of Q2 2026.
West Paces Advisors left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.04% of West Paces Advisors's portfolio in Q2 2026, its #144 holding.
West Paces Advisors first reported a position in iShares Russell 1000 Value ETF in Q3 2019 and has held it in 28 quarters since.
West Paces Advisors's iShares Russell 1000 Value ETF position peaked at $821K in Q1 2021.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on West Paces Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.