AP
IWD icon

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

Appleton 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 		$397K Hold
1,639
– – 0.02% 219
2026
Q1 		$350K Hold
1,639
– – 0.02% 216
2025
Q4 		$345K Hold
1,639
– – 0.02% 221
2025
Q3 		$334K Buy
+1,639
New +$326K 0.02% 222

Other funds holding IWD

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 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
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

Appleton Partners's IWD Position: Q2 2026 in Review

Appleton Partners held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 1,639 shares worth $397K. The position accounts for 0.02% of the portfolio, ranked #219.

Appleton Partners first reported a position in IWD in Q3 2025 and has held it in 4 quarters since. 537 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Appleton Partners held 1,639 shares of iShares Russell 1000 Value ETF worth $397K as of Q2 2026.
  • Appleton Partners left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Value ETF made up 0.02% of Appleton Partners's portfolio in Q2 2026, its #219 holding.
  • Appleton Partners first reported a position in iShares Russell 1000 Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 537 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.