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

BCGM Wealth Management’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 		$399K Buy
1,645
+1
+0.1% +$233 0.08% 129
2026
Q1 		$351K Buy
1,644
+15
+0.9% +$3.29K 0.09% 131
2025
Q4 		$343K Buy
1,629
+1
+0.1% +$207 0.09% 134
2025
Q3 		$331K Sell
1,628
-27
-2% -$5.37K 0.09% 136
2025
Q2 		$321K Buy
1,655
+30
+2% +$5.56K 0.09% 131
2025
Q1 		$306K Buy
1,625
+2
+0.1% +$381 0.09% 130
2024
Q4 		$301K Sell
1,623
-64
-4% -$12.3K 0.1% 129
2024
Q3 		$320K Buy
1,687
+1
+0.1% +$182 0.1% 127
2024
Q2 		$294K Buy
1,686
+2
+0.1% +$350 0.1% 125
2024
Q1 		$302K Buy
1,684
+1
+0.1% +$169 0.11% 116
2023
Q4 		$278K Buy
+1,683
New +$260K 0.11% 112

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

BCGM Wealth Management's IWD Position: Q2 2026 in Review

BCGM Wealth Management increased its iShares Russell 1000 Value ETF (IWD) stake by 0.06% in Q2 2026, buying an estimated $233 and bringing the position to 1,645 shares worth $399K. The position accounts for 0.08% of the portfolio, ranked #129.

BCGM Wealth Management first reported a position in IWD in Q4 2023 and has held it in 11 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • BCGM Wealth Management held 1,645 shares of iShares Russell 1000 Value ETF worth $399K as of Q2 2026.
  • BCGM Wealth Management bought 1 iShares Russell 1000 Value ETF share in Q2 2026, an estimated $233.
  • iShares Russell 1000 Value ETF made up 0.08% of BCGM Wealth Management's portfolio in Q2 2026, its #129 holding.
  • BCGM Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on BCGM Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.