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Accretive Wealth Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Accretive Wealth Partners’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 		$548K Buy
2,259
+76
+3% +$17.7K 0.13% 117
2026
Q1 		$466K Buy
2,183
+22
+1% +$4.82K 0.13% 126
2025
Q4 		$455K Hold
2,161
– – 0.13% 112
2025
Q3 		$440K Hold
2,161
– – 0.13% 110
2025
Q2 		$420K Sell
2,161
-190
-8% -$35.2K 0.14% 112
2025
Q1 		$430K Buy
+2,351
New +$448K 0.15% 110

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Accretive Wealth Partners's IWD Position: Q2 2026 in Review

Accretive Wealth Partners increased its iShares Russell 1000 Value ETF (IWD) stake by 3.5% in Q2 2026, buying an estimated $17.7K and bringing the position to 2,259 shares worth $548K. The position accounts for 0.13% of the portfolio, ranked #117.

Accretive Wealth Partners first reported a position in IWD in Q1 2025 and has held it in 6 quarters since. 1,977 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Accretive Wealth Partners held 2,259 shares of iShares Russell 1000 Value ETF worth $548K as of Q2 2026.
  • Accretive Wealth Partners bought 76 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $17.7K.
  • iShares Russell 1000 Value ETF made up 0.13% of Accretive Wealth Partners's portfolio in Q2 2026, its #117 holding.
  • Accretive Wealth Partners first reported a position in iShares Russell 1000 Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,977 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Accretive Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.