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

WestHill 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 		$2.42M Hold
9,980
– – 0.41% 20
2026
Q1 		$2.13M Sell
9,980
-276
-3% -$60.4K 0.41% 21
2025
Q4 		$2.16M Sell
10,256
-6
-0.1% -$1.24K 0.41% 20
2025
Q3 		$2.09M Sell
10,262
-64
-0.6% -$12.7K 0.41% 20
2025
Q2 		$2.01M Sell
10,326
-82
-0.8% -$15.2K 0.43% 20
2025
Q1 		$1.96M Sell
10,408
-112
-1% -$21.3K 0.45% 20
2024
Q4 		$1.95M Sell
10,520
-399
-4% -$76.5K 0.44% 21
2024
Q3 		$2.07M Sell
10,919
-246
-2% -$44.8K 0.46% 20
2024
Q2 		$1.95M Buy
11,165
+222
+2% +$38.8K 0.47% 20
2024
Q1 		$1.96M Sell
10,943
-143
-1% -$24.2K 0.48% 20
2023
Q4 		$1.83M Sell
11,086
-69
-0.6% -$10.7K 0.49% 20
2023
Q3 		$1.69M Sell
11,155
-74
-0.7% -$11.7K 0.49% 20
2023
Q2 		$1.77M Sell
11,229
-123
-1% -$18.8K 0.5% 20
2023
Q1 		$1.73M Sell
11,352
-165
-1% -$25.5K 0.52% 20
2022
Q4 		$1.75M Buy
11,517
+301
+3% +$45.1K 0.56% 19
2022
Q3 		$1.52M Buy
11,216
+39
+0.3% +$5.86K 0.52% 19
2022
Q2 		$1.62M Sell
11,177
-43
-0.4% -$6.73K 0.53% 20
2022
Q1 		$1.86M Buy
11,220
+798
+8% +$131K 0.54% 20
2021
Q4 		$1.75M Buy
10,422
+156
+2% +$25.6K 0.49% 21
2021
Q3 		$1.61M Buy
+10,266
New +$1.65M 0.5% 20
2021
Q1 		$1.56M Sell
10,318
-1,325
-11% -$192K 0.56% 18
2020
Q4 		$1.59M Buy
+11,643
New +$1.49M 0.63% 16

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

WestHill Financial Advisors held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 9,980 shares worth $2.42M. The position accounts for 0.41% of the portfolio, ranked #20.

WestHill Financial Advisors first reported a position in IWD in Q4 2020 and has held it in 22 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • WestHill Financial Advisors held 9,980 shares of iShares Russell 1000 Value ETF worth $2.42M as of Q2 2026.
  • WestHill Financial Advisors left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Value ETF made up 0.41% of WestHill Financial Advisors's portfolio in Q2 2026, its #20 holding.
  • WestHill Financial Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and has held it in 22 quarters since.
  • 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on WestHill Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.