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IWD icon

Baring Financial’s iShares Russell 1000 Value ETF IWD Stock Holding History

Baring Financial’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 		$484K Buy
1,996
+177
+10% +$41.2K 0.27% 55
2026
Q1 		$389K Buy
1,819
+263
+17% +$57.6K 0.24% 57
2025
Q4 		$327K Sell
1,556
-2,317
-60% -$479K 0.2% 62
2025
Q3 		$788K Buy
3,873
+6
+0.2% +$1.19K 0.54% 41
2025
Q2 		$751K Buy
3,867
+397
+11% +$73.5K 0.56% 40
2025
Q1 		$653K Sell
3,470
-52
-1% -$9.9K 0.55% 40
2024
Q4 		$652K Buy
+3,522
New +$676K 0.58% 43

Other funds holding IWD

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Baring Financial's IWD Position: Q2 2026 in Review

Baring Financial increased its iShares Russell 1000 Value ETF (IWD) stake by 9.7% in Q2 2026, buying an estimated $41.2K and bringing the position to 1,996 shares worth $484K. The position accounts for 0.27% of the portfolio, ranked #55.

Baring Financial first reported a position in IWD in Q4 2024 and has held it in 7 quarters since. The position peaked at $788K in Q3 2025. 562 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Baring Financial held 1,996 shares of iShares Russell 1000 Value ETF worth $484K as of Q2 2026.
  • Baring Financial bought 177 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $41.2K.
  • iShares Russell 1000 Value ETF made up 0.27% of Baring Financial's portfolio in Q2 2026, its #55 holding.
  • Baring Financial first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 7 quarters since.
  • Baring Financial's iShares Russell 1000 Value ETF position peaked at $788K in Q3 2025.
  • 562 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Baring Financial's 13F filing for Q2 2026, filed 8 Jul 2026.