Atwood & Palmer’s iShares Russell 1000 Value ETF IWD Stock Holding History

Atwood & Palmer’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	$299K	Hold	1,234	–	–	0.02%	146
2026 Q1	$264K	Hold	1,234	–	–	0.01%	148
2025 Q4	$260K	Hold	1,234	–	–	0.01%	139
2025 Q3	$251K	Hold	1,234	–	–	0.01%	146
2025 Q2	$240K	Hold	1,234	–	–	0.02%	144
2025 Q1	$232K	Hold	1,234	–	–	0.02%	143
2024 Q4	$228K	Hold	1,234	–	–	0.02%	140
2024 Q3	$234K	Hold	1,234	–	–	0.02%	139
2024 Q2	$215K	Hold	1,234	–	–	0.02%	140
2024 Q1	$221K	Hold	1,234	–	–	0.02%	137
2023 Q4	$204K	Hold	1,234	–	–	0.02%	147
2023 Q3	$187K	Hold	1,234	–	–	0.02%	144
2023 Q2	$195K	Hold	1,234	–	–	0.02%	149
2023 Q1	$188K	Hold	1,234	–	–	0.02%	143
2022 Q4	$187K	Buy	+1,234	New	+$185K	0.02%	147
2022 Q3	–	Sell	-250	Closed	-$36K	–	386
2022 Q2	$36K	Hold	250	–	–	﹤0.01%	239
2022 Q1	$41K	Hold	250	–	–	﹤0.01%	244
2021 Q4	$42K	Hold	250	–	–	﹤0.01%	245
2021 Q3	$39K	Hold	250	–	–	﹤0.01%	239
2021 Q2	$40K	Buy	+250	New	+$39.6K	﹤0.01%	238
2017 Q2	–	Sell	-3,357	Closed	-$386K	–	323
2017 Q1	$386K	Buy	+3,357	New	+$385K	0.06%	88
2015 Q3	–	Sell	-269	Closed	-$28K	–	449
2015 Q2	$28K	Hold	269	–	–	0.01%	218
2015 Q1	$28K	Hold	269	–	–	0.01%	215
2014 Q4	$29K	Hold	269	–	–	0.01%	226
2014 Q3	$27K	Buy	269 +195	+264%	+$19.7K	0.01%	238
2014 Q2	$7K	Buy	+74	New	+$7.26K	﹤0.01%	283

Other funds holding IWD

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

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 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

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

Atwood & Palmer's IWD Position: Q2 2026 in Review

Atwood & Palmer held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 1,234 shares worth $299K. The position accounts for 0.02% of the portfolio, ranked #146.

Atwood & Palmer first reported a position in IWD in Q2 2014 and has held it in 26 quarters since. The position peaked at $386K in Q1 2017. 695 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Atwood & Palmer held 1,234 shares of iShares Russell 1000 Value ETF worth $299K as of Q2 2026.
Atwood & Palmer left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.02% of Atwood & Palmer's portfolio in Q2 2026, its #146 holding.
Atwood & Palmer first reported a position in iShares Russell 1000 Value ETF in Q2 2014 and has held it in 26 quarters since.
Atwood & Palmer's iShares Russell 1000 Value ETF position peaked at $386K in Q1 2017.
695 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.