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

Axxcess 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 		$4.36M Buy
+17,972
New +$4.19M 0.07% 250
2026
Q1 		– Sell
-15,651
Closed -$3.29M – 706
2025
Q4 		$3.29M Buy
15,651
+2,462
+19% +$509K 0.06% 281
2025
Q3 		$2.69M Buy
13,189
+367
+3% +$73K 0.06% 254
2025
Q2 		$2.49M Buy
12,822
+1,320
+11% +$244K 0.06% 252
2025
Q1 		$2.16M Sell
11,502
-4,539
-28% -$864K 0.06% 252
2024
Q4 		$2.97M Buy
16,041
+705
+5% +$135K 0.07% 200
2024
Q3 		$2.91M Buy
15,336
+1,759
+13% +$320K 0.07% 202
2024
Q2 		$2.37M Sell
13,577
-1,327
-9% -$232K 0.06% 226
2024
Q1 		$2.67M Buy
14,904
+3,926
+36% +$664K 0.07% 207
2023
Q4 		$1.81M Buy
10,978
+3,636
+50% +$562K 0.05% 262
2023
Q3 		$1.11M Buy
7,342
+1,311
+22% +$208K 0.04% 300
2023
Q2 		$952K Buy
6,031
+370
+7% +$56.6K 0.07% 238
2023
Q1 		$862K Sell
5,661
-2,166
-28% -$334K 0.07% 255
2022
Q4 		$1.19M Buy
7,827
+3,364
+75% +$504K 0.1% 197
2022
Q3 		$607K Sell
4,463
-192
-4% -$28.9K 0.06% 276
2022
Q2 		$675K Sell
4,655
-1,532
-25% -$240K 0.06% 250
2022
Q1 		$1.03M Buy
6,187
+1,396
+29% +$229K 0.08% 211
2021
Q4 		$804K Buy
+4,791
New +$785K 0.06% 255

Other funds holding IWD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
7WCP
71 West Capital Partners Boston, Massachusetts $2.89B AUM
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

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

Axxcess Wealth Management opened a new position in iShares Russell 1000 Value ETF (IWD) in Q2 2026: 17,972 shares worth $4.36M. The stake represents 0.07% of the portfolio and ranks #250 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in IWD as recently as Q4 2025.

Axxcess Wealth Management first reported a position in IWD in Q4 2021 and has held it in 18 quarters since. 1,268 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Axxcess Wealth Management held 17,972 shares of iShares Russell 1000 Value ETF worth $4.36M as of Q2 2026.
  • iShares Russell 1000 Value ETF was a new Axxcess Wealth Management position in Q2 2026.
  • iShares Russell 1000 Value ETF made up 0.07% of Axxcess Wealth Management's portfolio in Q2 2026, its #250 holding.
  • Axxcess Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,268 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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