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

Barnes 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 		$255K Sell
1,052
-31
-3% -$7.22K 0.12% 160
2026
Q1 		$231K Sell
1,083
-17
-2% -$3.72K 0.12% 170
2025
Q4 		$231K Buy
1,100
+2
+0.2% +$413 0.12% 159
2025
Q3 		$224K Sell
1,098
-8
-0.7% -$1.59K 0.12% 164
2025
Q2 		$215K Sell
1,106
-1
-0.1% -$185 0.13% 152
2025
Q1 		$208K Buy
+1,107
New +$211K 0.13% 153

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

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

Barnes Wealth Management Group reduced its iShares Russell 1000 Value ETF (IWD) stake by 2.9% in Q2 2026, selling an estimated $7.22K and leaving 1,052 shares worth $255K. The position accounts for 0.12% of the portfolio, ranked #160.

Barnes Wealth Management Group first reported a position in IWD in Q1 2025 and has held it in 6 quarters since. 695 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Barnes Wealth Management Group held 1,052 shares of iShares Russell 1000 Value ETF worth $255K as of Q2 2026.
  • Barnes Wealth Management Group sold 31 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $7.22K.
  • iShares Russell 1000 Value ETF made up 0.12% of Barnes Wealth Management Group's portfolio in Q2 2026, its #160 holding.
  • Barnes Wealth Management Group first reported a position in iShares Russell 1000 Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 695 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.