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

Bannerman Wealth Management Group’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 		$1.89M Sell
7,804
-38
-0.5% -$8.85K 1.1% 13
2026
Q1 		$1.68M Sell
7,842
-130
-2% -$28.5K 1.13% 14
2025
Q4 		$1.68M Sell
7,972
-23
-0.3% -$4.75K 1.19% 14
2025
Q3 		$1.63M Sell
7,995
-395
-5% -$78.6K 1.2% 14
2025
Q2 		$1.63M Sell
8,390
-409
-5% -$75.7K 1.25% 15
2025
Q1 		$1.66M Sell
8,799
-141
-2% -$26.9K 1.35% 13
2024
Q4 		$1.66M Buy
+8,940
New +$1.71M 1.37% 13

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

Bannerman Wealth Management Group's IWD Position: Q2 2026 in Review

Bannerman Wealth Management Group reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.48% in Q2 2026, selling an estimated $8.85K and leaving 7,804 shares worth $1.89M. The position accounts for 1.1% of the portfolio, ranked #13.

Bannerman Wealth Management Group first reported a position in IWD in Q4 2024 and has held it in 7 quarters since. 1,981 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Bannerman Wealth Management Group held 7,804 shares of iShares Russell 1000 Value ETF worth $1.89M as of Q2 2026.
  • Bannerman Wealth Management Group sold 38 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $8.85K.
  • iShares Russell 1000 Value ETF made up 1.1% of Bannerman Wealth Management Group's portfolio in Q2 2026, its #13 holding.
  • Bannerman Wealth Management Group first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,981 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Bannerman Wealth Management Group's 13F filing for Q2 2026, filed 8 Jul 2026.