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Ballast Rock Private Wealth’s iShares Russell 1000 Value ETF IWD Stock Holding History

Ballast Rock Private Wealth’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 		$256K Buy
+1,057
New +$246K 0.12% 167
2026
Q1 		– Sell
-1,000
Closed -$210K – 181
2025
Q4 		$210K Buy
+1,000
New +$207K 0.13% 168

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Ballast Rock Private Wealth's IWD Position: Q2 2026 in Review

Ballast Rock Private Wealth opened a new position in iShares Russell 1000 Value ETF (IWD) in Q2 2026: 1,057 shares worth $256K. The stake represents 0.12% of the portfolio and ranks #167 among its holdings. This is a return to the name: Ballast Rock Private Wealth previously reported a position in IWD as recently as Q4 2025.

Ballast Rock Private Wealth first reported a position in IWD in Q4 2025 and has held it in 2 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Ballast Rock Private Wealth held 1,057 shares of iShares Russell 1000 Value ETF worth $256K as of Q2 2026.
  • iShares Russell 1000 Value ETF was a new Ballast Rock Private Wealth position in Q2 2026.
  • iShares Russell 1000 Value ETF made up 0.12% of Ballast Rock Private Wealth's portfolio in Q2 2026, its #167 holding.
  • Ballast Rock Private Wealth first reported a position in iShares Russell 1000 Value ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Ballast Rock Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.