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

Axis 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	$719K	Buy	2,968 +9	+0.3%	+$2.1K	0.35%	74
2026 Q1	$632K	Buy	2,959 +10	+0.3%	+$2.19K	0.34%	82
2025 Q4	$620K	Buy	2,949 +11	+0.4%	+$2.27K	0.34%	78
2025 Q3	$598K	Sell	2,938 -33	-1%	-$6.57K	0.35%	78
2025 Q2	$577K	Sell	2,971 -108	-4%	-$20K	0.38%	72
2025 Q1	$579K	Buy	3,079 +14	+0.5%	+$2.67K	0.43%	67
2024 Q4	$567K	Buy	+3,065	New	+$588K	0.48%	57

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

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

Axis Wealth Partners increased its iShares Russell 1000 Value ETF (IWD) stake by 0.3% in Q2 2026, buying an estimated $2.1K and bringing the position to 2,968 shares worth $719K. The position accounts for 0.35% of the portfolio, ranked #74.

Axis Wealth Partners first reported a position in IWD in Q4 2024 and has held it in 7 quarters since. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Axis Wealth Partners held 2,968 shares of iShares Russell 1000 Value ETF worth $719K as of Q2 2026.
Axis Wealth Partners bought 9 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $2.1K.
iShares Russell 1000 Value ETF made up 0.35% of Axis Wealth Partners's portfolio in Q2 2026, its #74 holding.
Axis Wealth Partners first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 7 quarters since.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Axis Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.