Williams Jones Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Williams Jones Wealth 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	$667K	Buy	2,750 +624	+29%	+$145K	0.01%	333
2026 Q1	$454K	Buy	+2,126	New	+$466K	0.01%	366
2022 Q2	–	Sell	-1,578	Closed	-$262K	–	594
2022 Q1	$262K	Buy	+1,578	New	+$259K	﹤0.01%	443

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

Williams Jones Wealth Management's IWD Position: Q2 2026 in Review

Williams Jones Wealth Management increased its iShares Russell 1000 Value ETF (IWD) stake by 29% in Q2 2026, buying an estimated $145K and bringing the position to 2,750 shares worth $667K. The position accounts for 0.01% of the portfolio, ranked #333.

Williams Jones Wealth Management first reported a position in IWD in Q1 2022 and has held it in 3 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Williams Jones Wealth Management held 2,750 shares of iShares Russell 1000 Value ETF worth $667K as of Q2 2026.
Williams Jones Wealth Management bought 624 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $145K.
iShares Russell 1000 Value ETF made up 0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #333 holding.
Williams Jones Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q1 2022 and has held it in 3 quarters since.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.