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

Accurate 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 		$1.16M Buy
4,719
+332
+8% +$77.3K 0.11% 201
2026
Q1 		$973K Hold
4,387
– – 0.12% 199
2025
Q4 		$955K Hold
4,387
– – 0.12% 183
2025
Q3 		$891K Hold
4,387
– – 0.12% 185
2025
Q2 		$866K Buy
4,387
+200
+5% +$37K 0.13% 172
2025
Q1 		$737K Sell
4,187
-213
-5% -$40.6K 0.14% 153
2024
Q4 		$808K Sell
4,400
-2,059
-32% -$395K 0.16% 144
2024
Q3 		$1.24M Sell
6,459
-258
-4% -$47K 0.25% 96
2024
Q2 		$1.2M Buy
6,717
+201
+3% +$35.1K 0.29% 83
2024
Q1 		$1.11M Sell
6,516
-5
-0.1% -$846 0.32% 77
2023
Q4 		$1.07M Buy
6,521
+2,270
+53% +$351K 0.33% 74
2023
Q3 		$648K Sell
4,251
-27
-0.6% -$4.28K 0.2% 107
2023
Q2 		$681K Buy
4,278
+27
+0.6% +$4.13K 0.21% 102
2023
Q1 		$650K Hold
4,251
– – 0.22% 102
2022
Q4 		$663K Sell
4,251
-62
-1% -$9.28K 0.24% 83
2022
Q3 		$1.13M Buy
4,313
+525
+14% +$78.9K 0.47% 48
2022
Q2 		$559K Buy
+3,788
New +$593K 0.3% 70

Other funds holding IWD

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
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
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

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

Accurate Wealth Management increased its iShares Russell 1000 Value ETF (IWD) stake by 7.6% in Q2 2026, buying an estimated $77.3K and bringing the position to 4,719 shares worth $1.16M. The position accounts for 0.11% of the portfolio, ranked #201.

Accurate Wealth Management first reported a position in IWD in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.24M in Q3 2024. 819 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Accurate Wealth Management held 4,719 shares of iShares Russell 1000 Value ETF worth $1.16M as of Q2 2026.
  • Accurate Wealth Management bought 332 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $77.3K.
  • iShares Russell 1000 Value ETF made up 0.11% of Accurate Wealth Management's portfolio in Q2 2026, its #201 holding.
  • Accurate Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q2 2022 and has held it in 17 quarters since.
  • Accurate Wealth Management's iShares Russell 1000 Value ETF position peaked at $1.24M in Q3 2024.
  • 819 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.