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

Abound 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	$109K	Buy	449 +10	+2%	+$2.33K	0.02%	150
2026 Q1	$93.7K	Buy	439 +7	+2%	+$1.53K	0.02%	156
2025 Q4	$90.8K	Buy	432 +185	+75%	+$38.2K	0.02%	152
2025 Q3	$50.2K	Buy	247 +1	+0.4%	+$199	0.01%	212
2025 Q2	$47.8K	Buy	246 +43	+21%	+$7.96K	0.01%	209
2025 Q1	$38.2K	Buy	203 +1	+0.5%	+$190	0.01%	218
2024 Q4	$37.4K	Buy	202 +1	+0.5%	+$192	0.01%	206
2024 Q3	$38.1K	Buy	201 +7	+4%	+$1.27K	0.01%	213
2024 Q2	$33.8K	Hold	194	–	–	0.01%	194
2024 Q1	$34.7K	Sell	194 -741	-79%	-$125K	0.01%	182
2023 Q4	$154K	Sell	935 -178	-16%	-$27.5K	0.06%	69
2023 Q3	$169K	Buy	1,113 +275	+33%	+$43.6K	0.07%	58
2023 Q2	$132K	Hold	838	–	–	0.06%	65
2023 Q1	$128K	Sell	838 -89	-10%	-$13.7K	0.06%	62
2022 Q4	$141K	Sell	927 -17	-2%	-$2.54K	0.07%	56
2022 Q3	$128K	Buy	944 +28	+3%	+$4.21K	0.07%	51
2022 Q2	$133K	Hold	916	–	–	0.07%	47
2022 Q1	$152K	Sell	916 -167	-15%	-$27.4K	0.11%	46
2021 Q4	$182K	Buy	+1,083	New	+$177K	0.14%	39

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

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

Abound Wealth Management increased its iShares Russell 1000 Value ETF (IWD) stake by 2.3% in Q2 2026, buying an estimated $2.33K and bringing the position to 449 shares worth $109K. The position accounts for 0.02% of the portfolio, ranked #150.

Abound Wealth Management first reported a position in IWD in Q4 2021 and has held it in 19 quarters since. The position peaked at $182K in Q4 2021. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Abound Wealth Management held 449 shares of iShares Russell 1000 Value ETF worth $109K as of Q2 2026.
Abound Wealth Management bought 10 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $2.33K.
iShares Russell 1000 Value ETF made up 0.02% of Abound Wealth Management's portfolio in Q2 2026, its #150 holding.
Abound Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and has held it in 19 quarters since.
Abound Wealth Management's iShares Russell 1000 Value ETF position peaked at $182K in Q4 2021.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.