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

AAF 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 		$746K Sell
3,076
-57
-2% -$13.3K 0.28% 28
2026
Q1 		$669K Sell
3,133
-178
-5% -$39K 0.27% 28
2025
Q4 		$696K Sell
3,311
-37
-1% -$7.64K 0.29% 27
2025
Q3 		$682K Sell
3,348
-224
-6% -$44.6K 0.31% 23
2025
Q2 		$694K Buy
3,572
+715
+25% +$132K 0.32% 25
2025
Q1 		$537K Sell
2,857
-109
-4% -$20.8K 0.29% 28
2024
Q4 		$549K Buy
2,966
+4
+0.1% +$767 0.28% 29
2024
Q3 		$562K Buy
2,962
+3
+0.1% +$547 0.28% 28
2024
Q2 		$516K Buy
2,959
+171
+6% +$29.9K 0.27% 31
2024
Q1 		$499K Buy
2,788
+5
+0.2% +$846 0.28% 28
2023
Q4 		$460K Sell
2,783
-167
-6% -$25.8K 0.27% 30
2023
Q3 		$448K Sell
2,950
-125
-4% -$19.8K 0.29% 28
2023
Q2 		$485K Buy
3,075
+483
+19% +$73.8K 0.3% 27
2023
Q1 		$395K Buy
2,592
+59
+2% +$9.11K 0.26% 31
2022
Q4 		$384K Buy
2,533
+9
+0.4% +$1.35K 0.27% 28
2022
Q3 		$343K Buy
2,524
+11
+0.4% +$1.65K 0.27% 27
2022
Q2 		$364K Buy
2,513
+6
+0.2% +$939 0.27% 24
2022
Q1 		$416K Buy
2,507
+5
+0.2% +$821 0.27% 22
2021
Q4 		$420K Sell
2,502
-46
-2% -$7.54K 0.3% 16
2021
Q3 		$399K Buy
2,548
+7
+0.3% +$1.12K 0.3% 16
2021
Q2 		$403K Sell
2,541
-420
-14% -$66.5K 0.31% 17
2021
Q1 		$449K Sell
2,961
-9
-0.3% -$1.3K 0.38% 14
2020
Q4 		$406K Buy
+2,970
New +$381K 0.37% 17

Other funds holding IWD

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 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

AAF Wealth Management's IWD Position: Q2 2026 in Review

AAF Wealth Management reduced its iShares Russell 1000 Value ETF (IWD) stake by 1.8% in Q2 2026, selling an estimated $13.3K and leaving 3,076 shares worth $746K. The position accounts for 0.28% of the portfolio, ranked #28.

AAF Wealth Management first reported a position in IWD in Q4 2020 and has held it in 23 quarters since. 1,000 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • AAF Wealth Management held 3,076 shares of iShares Russell 1000 Value ETF worth $746K as of Q2 2026.
  • AAF Wealth Management sold 57 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $13.3K.
  • iShares Russell 1000 Value ETF made up 0.28% of AAF Wealth Management's portfolio in Q2 2026, its #28 holding.
  • AAF Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,000 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on AAF Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.