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YHB Investment Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

YHB Investment 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 		$596K Buy
2,458
+55
+2% +$12.8K 0.04% 208
2026
Q1 		$513K Sell
2,403
-192
-7% -$42K 0.04% 213
2025
Q4 		$546K Sell
2,595
-25
-1% -$5.16K 0.04% 207
2025
Q3 		$533K Buy
2,620
+10
+0.4% +$1.99K 0.04% 204
2025
Q2 		$507K Buy
2,610
+63
+2% +$11.7K 0.04% 208
2025
Q1 		$479K Sell
2,547
-127
-5% -$24.2K 0.04% 205
2024
Q4 		$495K Buy
2,674
+203
+8% +$38.9K 0.04% 201
2024
Q3 		$469K Hold
2,471
– – 0.04% 205
2024
Q2 		$431K Hold
2,471
– – 0.04% 208
2024
Q1 		$443K Hold
2,471
– – 0.04% 205
2023
Q4 		$408K Hold
2,471
– – 0.04% 201
2023
Q3 		$375K Hold
2,471
– – 0.03% 207
2023
Q2 		$390K Buy
2,471
+211
+9% +$32.3K 0.04% 210
2023
Q1 		$344K Buy
2,260
+15
+0.7% +$2.32K 0.03% 220
2022
Q4 		$340K Buy
2,245
+392
+21% +$58.7K 0.04% 210
2022
Q3 		$252K Hold
1,853
– – 0.03% 237
2022
Q2 		$269K Hold
1,853
– – 0.03% 235
2022
Q1 		$308K Buy
1,853
+100
+6% +$16.4K 0.03% 240
2021
Q4 		$294K Sell
1,753
-357
-17% -$58.5K 0.02% 269
2021
Q3 		$330K Buy
2,110
+637
+43% +$102K 0.03% 233
2021
Q2 		$234K Hold
1,473
– – 0.02% 278
2021
Q1 		$231K Sell
1,473
-25
-2% -$3.62K 0.02% 274
2020
Q4 		$205K Buy
+1,498
New +$192K 0.02% 272

Other funds holding IWD

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

YHB Investment Advisors's IWD Position: Q2 2026 in Review

YHB Investment Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 2.3% in Q2 2026, buying an estimated $12.8K and bringing the position to 2,458 shares worth $596K. The position accounts for 0.04% of the portfolio, ranked #208.

YHB Investment Advisors first reported a position in IWD in Q4 2020 and has held it in 23 quarters since. 695 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • YHB Investment Advisors held 2,458 shares of iShares Russell 1000 Value ETF worth $596K as of Q2 2026.
  • YHB Investment Advisors bought 55 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $12.8K.
  • iShares Russell 1000 Value ETF made up 0.04% of YHB Investment Advisors's portfolio in Q2 2026, its #208 holding.
  • YHB Investment Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and has held it in 23 quarters since.
  • 695 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.