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

Balboa 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	$1.88M	Buy	7,746 +4,012	+107%	+$935K	0.26%	67
2026 Q1	$798K	Sell	3,734 -279	-7%	-$61.1K	0.13%	129
2025 Q4	$844K	Sell	4,013 -22	-0.5%	-$4.54K	0.14%	118
2025 Q3	$821K	Sell	4,035 -1,692	-30%	-$337K	0.14%	116
2025 Q2	$1.11M	Buy	+5,727	New	+$1.06M	0.22%	83
2023 Q3	–	Sell	-1,523	Closed	-$240K	–	298
2023 Q2	$240K	Sell	1,523 -1,226	-45%	-$187K	0.08%	199
2023 Q1	$418K	Sell	2,749 -4,862	-64%	-$751K	0.16%	129
2022 Q4	$1.15M	Buy	7,611 +3,996	+111%	+$598K	0.52%	44
2022 Q3	$492K	Buy	+3,615	New	+$543K	0.22%	91

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

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

Balboa Wealth Partners increased its iShares Russell 1000 Value ETF (IWD) stake by 107% in Q2 2026, buying an estimated $935K and bringing the position to 7,746 shares worth $1.88M. The position accounts for 0.26% of the portfolio, ranked #67.

Balboa Wealth Partners first reported a position in IWD in Q3 2022 and has held it in 9 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Balboa Wealth Partners held 7,746 shares of iShares Russell 1000 Value ETF worth $1.88M as of Q2 2026.
Balboa Wealth Partners bought 4,012 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $935K.
iShares Russell 1000 Value ETF made up 0.26% of Balboa Wealth Partners's portfolio in Q2 2026, its #67 holding.
Balboa Wealth Partners first reported a position in iShares Russell 1000 Value ETF in Q3 2022 and has held it in 9 quarters since.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.