Westside Investment Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Westside Investment Management’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	$83.4K	Hold	344	–	–	0.01%	468
2026 Q1	$73.5K	Hold	344	–	–	0.01%	473
2025 Q4	$72.4K	Hold	344	–	–	0.01%	454
2025 Q3	$70K	Hold	344	–	–	0.01%	465
2025 Q2	$66.8K	Hold	344	–	–	0.01%	409
2025 Q1	$64.7K	Hold	344	–	–	0.01%	364
2024 Q4	$63.7K	Hold	344	–	–	0.01%	369
2024 Q3	$65.3K	Sell	344 -400	-54%	-$72.9K	0.01%	362
2024 Q2	$130K	Buy	744 +344	+86%	+$60.1K	0.03%	274
2024 Q1	$71.6K	Hold	400	–	–	0.02%	334
2023 Q4	$66.1K	Hold	400	–	–	0.02%	325
2023 Q3	$60.7K	Hold	400	–	–	0.02%	321
2023 Q2	$63.1K	Hold	400	–	–	0.02%	323
2023 Q1	$60.9K	Hold	400	–	–	0.02%	330
2022 Q4	$60	Hold	400	–	–	﹤0.01%	402
2022 Q3	$54	Hold	400	–	–	﹤0.01%	407
2022 Q2	$57	Hold	400	–	–	﹤0.01%	400
2022 Q1	$66	Hold	400	–	–	﹤0.01%	395
2021 Q4	$67	Hold	400	–	–	﹤0.01%	380
2021 Q3	$62	Hold	400	–	–	﹤0.01%	376
2021 Q2	$63	Hold	400	–	–	﹤0.01%	363
2021 Q1	$60	Sell	400 -9	-2%	-$1.3K	﹤0.01%	360
2020 Q4	$55	Hold	409	–	–	﹤0.01%	340
2020 Q3	$48	Hold	409	–	–	﹤0.01%	348
2020 Q2	$46	Hold	409	–	–	﹤0.01%	334
2020 Q1	$40	Buy	+409	New	+$51K	﹤0.01%	346
2019 Q2	$115K	Buy	+905	New	+$113K	0.04%	208
2018 Q4	$70.1K	Buy	+631	New	+$75.6K	0.03%	253
2018 Q3	–	Sell	-631	Closed	-$76.6K	–	777
2018 Q2	$76.6K	Sell	631 -492	-44%	-$59.8K	0.03%	252
2018 Q1	$132K	Buy	1,123 +321	+40%	+$40K	0.07%	189
2017 Q4	$101K	Hold	802	–	–	0.06%	218
2017 Q3	$95.9K	Buy	802 +29	+4%	+$3.38K	0.06%	203
2017 Q2	$89.2K	Buy	773 +114	+17%	+$13.1K	0.06%	209
2017 Q1	$75.4K	Buy	+659	New	+$75.6K	0.04%	221

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

Westside Investment Management's IWD Position: Q2 2026 in Review

Westside Investment Management held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 344 shares worth $83.4K. The position accounts for 0.01% of the portfolio, ranked #468.

Westside Investment Management first reported a position in IWD in Q1 2017 and has held it in 34 quarters since. The position peaked at $132K in Q1 2018. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Westside Investment Management held 344 shares of iShares Russell 1000 Value ETF worth $83.4K as of Q2 2026.
Westside Investment Management left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.01% of Westside Investment Management's portfolio in Q2 2026, its #468 holding.
Westside Investment Management first reported a position in iShares Russell 1000 Value ETF in Q1 2017 and has held it in 34 quarters since.
Westside Investment Management's iShares Russell 1000 Value ETF position peaked at $132K in Q1 2018.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.