William Howard & Co Financial Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

William Howard & Co 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	$940K	Buy	3,878 +13	+0.3%	+$3.03K	0.73%	24
2026 Q1	$826K	Buy	3,865 +14	+0.4%	+$3.07K	0.71%	26
2025 Q4	$810K	Buy	3,851 +19	+0.5%	+$3.92K	0.68%	27
2025 Q3	$780K	Buy	3,832 +17	+0.4%	+$3.38K	0.66%	26
2025 Q2	$741K	Buy	3,815 +17	+0.4%	+$3.15K	0.65%	26
2025 Q1	$715K	Buy	3,798 +16	+0.4%	+$3.05K	0.67%	26
2024 Q4	$700K	Buy	3,782 +20	+0.5%	+$3.84K	0.63%	26
2024 Q3	$714K	Buy	3,762 +20	+0.5%	+$3.64K	0.61%	27
2024 Q2	$653K	Buy	3,742 +15	+0.4%	+$2.62K	0.6%	27
2024 Q1	$668K	Buy	+3,727	New	+$631K	0.63%	25

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

William Howard & Co Financial Advisors's IWD Position: Q2 2026 in Review

William Howard & Co Financial Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 0.34% in Q2 2026, buying an estimated $3.03K and bringing the position to 3,878 shares worth $940K. The position accounts for 0.73% of the portfolio, ranked #24.

William Howard & Co Financial Advisors first reported a position in IWD in Q1 2024 and has held it in 10 quarters since. 1,968 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

William Howard & Co Financial Advisors held 3,878 shares of iShares Russell 1000 Value ETF worth $940K as of Q2 2026.
William Howard & Co Financial Advisors bought 13 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $3.03K.
iShares Russell 1000 Value ETF made up 0.73% of William Howard & Co Financial Advisors's portfolio in Q2 2026, its #24 holding.
William Howard & Co Financial Advisors first reported a position in iShares Russell 1000 Value ETF in Q1 2024 and has held it in 10 quarters since.
1,968 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on William Howard & Co Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.