BCS Private Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
Other funds holding IWD
BCS Private Wealth Management's IWD Position: Q2 2026 in Review
BCS Private Wealth Management increased its iShares Russell 1000 Value ETF (IWD) stake by 35% in Q2 2026, buying an estimated $213K and bringing the position to 3,515 shares worth $852K. The position accounts for 0.26% of the portfolio, ranked #69.
BCS Private Wealth Management first reported a position in IWD in Q2 2025 and has held it in 5 quarters since. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.
- BCS Private Wealth Management held 3,515 shares of iShares Russell 1000 Value ETF worth $852K as of Q2 2026.
- BCS Private Wealth Management bought 915 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $213K.
- iShares Russell 1000 Value ETF made up 0.26% of BCS Private Wealth Management's portfolio in Q2 2026, its #69 holding.
- BCS Private Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q2 2025 and has held it in 5 quarters since.
- 1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.
Based on BCS Private Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.