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

Beacon Financial Strategies’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 		$581K Sell
2,395
-10
-0.4% -$2.33K 0.29% 20
2026
Q1 		$514K Sell
2,405
-51
-2% -$11.2K 0.29% 19
2025
Q4 		$517K Buy
2,456
+2
+0.1% +$413 0.29% 19
2025
Q3 		$500K Sell
2,454
-674
-22% -$134K 0.29% 19
2025
Q2 		$608K Buy
3,128
+4
+0.1% +$741 0.38% 14
2025
Q1 		$588K Sell
3,124
-35
-1% -$6.67K 0.4% 15
2024
Q4 		$585K Sell
3,159
-11
-0.3% -$2.11K 0.39% 15
2024
Q3 		$602K Sell
3,170
-30
-0.9% -$5.46K 0.41% 15
2024
Q2 		$558K Buy
3,200
+3
+0.1% +$525 0.4% 14
2024
Q1 		$573K Buy
3,197
+3
+0.1% +$508 0.41% 13
2023
Q4 		$528K Buy
3,194
+9
+0.3% +$1.39K 0.41% 14
2023
Q3 		$484K Hold
3,185
– – 0.42% 14
2023
Q2 		$503K Buy
3,185
+3
+0.1% +$459 0.41% 18
2023
Q1 		$485K Buy
3,182
+3
+0.1% +$463 0.42% 16
2022
Q4 		$482K Buy
3,179
+10
+0.3% +$1.5K 0.44% 15
2022
Q3 		$431K Hold
3,169
– – 0.41% 16
2022
Q2 		$459K Buy
3,169
+3
+0.1% +$469 0.43% 15
2022
Q1 		$525K Buy
3,166
+3
+0.1% +$493 0.45% 16
2021
Q4 		$531K Buy
3,163
+7
+0.2% +$1.15K 0.45% 16
2021
Q3 		$494K Sell
3,156
-1,550
-33% -$249K 0.45% 15
2021
Q2 		$746K Buy
+4,706
New +$745K 0.64% 12

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

Beacon Financial Strategies's IWD Position: Q2 2026 in Review

Beacon Financial Strategies reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.42% in Q2 2026, selling an estimated $2.33K and leaving 2,395 shares worth $581K. The position accounts for 0.29% of the portfolio, ranked #20.

Beacon Financial Strategies first reported a position in IWD in Q2 2021 and has held it in 21 quarters since. The position peaked at $746K in Q2 2021. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Beacon Financial Strategies held 2,395 shares of iShares Russell 1000 Value ETF worth $581K as of Q2 2026.
  • Beacon Financial Strategies sold 10 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $2.33K.
  • iShares Russell 1000 Value ETF made up 0.29% of Beacon Financial Strategies's portfolio in Q2 2026, its #20 holding.
  • Beacon Financial Strategies first reported a position in iShares Russell 1000 Value ETF in Q2 2021 and has held it in 21 quarters since.
  • Beacon Financial Strategies's iShares Russell 1000 Value ETF position peaked at $746K in Q2 2021.
  • 1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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