Beam Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Beam Wealth Advisors’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	$4.28M	Sell	17,671 -2,337	-12%	-$544K	0.94%	22
2026 Q1	$4.28M	Buy	20,008 +1,750	+10%	+$383K	1.06%	17
2025 Q4	$3.84M	Buy	18,258 +406	+2%	+$83.9K	1.05%	21
2025 Q3	$3.63M	Buy	17,852 +4,227	+31%	+$841K	0.99%	25
2025 Q2	$2.65M	Buy	+13,625	New	+$2.52M	0.79%	33
2023 Q2	–	Sell	-3,800	Closed	-$579K	–	112
2023 Q1	$579K	Sell	3,800 -170	-4%	-$26.3K	0.58%	49
2022 Q4	$602K	Buy	+3,970	New	+$594K	0.63%	48

Other funds holding IWD

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 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

Beam Wealth Advisors's IWD Position: Q2 2026 in Review

Beam Wealth Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 12% in Q2 2026, selling an estimated $544K and leaving 17,671 shares worth $4.28M. The position accounts for 0.94% of the portfolio, ranked #22.

Beam Wealth Advisors first reported a position in IWD in Q4 2022 and has held it in 7 quarters since. 934 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Beam Wealth Advisors held 17,671 shares of iShares Russell 1000 Value ETF worth $4.28M as of Q2 2026.
Beam Wealth Advisors sold 2,337 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $544K.
iShares Russell 1000 Value ETF made up 0.94% of Beam Wealth Advisors's portfolio in Q2 2026, its #22 holding.
Beam Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2022 and has held it in 7 quarters since.
934 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Beam Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.