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

Woodward 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	$594K	Hold	2,450	–	–	0.2%	36
2026 Q1	$513K	Hold	2,450	–	–	0.2%	37
2025 Q4	$515K	Hold	2,450	–	–	0.19%	36
2025 Q3	$499K	Hold	2,450	–	–	0.19%	36
2025 Q2	$476K	Hold	2,450	–	–	0.2%	39
2025 Q1	$461K	Hold	2,450	–	–	0.22%	37
2024 Q4	$454K	Hold	2,450	–	–	0.22%	38
2024 Q3	$465K	Hold	2,450	–	–	0.23%	38
2024 Q2	$425K	Hold	2,450	–	–	0.24%	39
2024 Q1	$437K	Hold	2,450	–	–	0.26%	38
2023 Q4	$405K	Hold	2,450	–	–	0.27%	36
2023 Q3	$372K	Hold	2,450	–	–	0.28%	36
2023 Q2	$387K	Hold	2,450	–	–	0.29%	36
2023 Q1	$373K	Hold	2,450	–	–	0.31%	35
2022 Q4	$372K	Hold	2,450	–	–	0.32%	35
2022 Q3	$333K	Hold	2,450	–	–	0.31%	35
2022 Q2	$355K	Buy	2,450 +98	+4%	+$15.3K	0.33%	34
2022 Q1	$390K	Hold	2,352	–	–	0.4%	25
2021 Q4	$395K	Buy	+2,352	New	+$385K	0.4%	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 22.9% 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

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

Woodward Financial Advisors held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 2,450 shares worth $594K. The position accounts for 0.2% of the portfolio, ranked #36.

Woodward Financial Advisors first reported a position in IWD in Q4 2021 and has held it in 19 quarters since. 1,981 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Woodward Financial Advisors held 2,450 shares of iShares Russell 1000 Value ETF worth $594K as of Q2 2026.
Woodward Financial Advisors left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.2% of Woodward Financial Advisors's portfolio in Q2 2026, its #36 holding.
Woodward Financial Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and has held it in 19 quarters since.
1,981 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Woodward Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.