Beaumont Capital Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Beaumont Capital 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
2025 Q2	–	Sell	-2,319	Closed	-$436K	–	57
2025 Q1	$436K	Buy	2,319 +813	+54%	+$155K	0.32%	45
2024 Q4	$279K	Buy	1,506 +283	+23%	+$54.3K	0.21%	46
2024 Q3	$232K	Sell	1,223 -16,036	-93%	-$2.92M	0.17%	44
2024 Q2	$3.01M	Buy	+17,259	New	+$3.02M	2.35%	20
2022 Q2	–	Sell	-2,856	Closed	-$474K	–	36
2022 Q1	$474K	Buy	+2,856	New	+$469K	0.31%	33
2021 Q3	–	Sell	-7,705	Closed	-$1.22M	–	44
2021 Q2	$1.22M	Buy	+7,705	New	+$1.22M	1.2%	20

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Beaumont Capital Management's IWD Position: Q2 2025 in Review

Beaumont Capital Management sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2025, closing a stake of 2,319 shares — an estimated $436K sold.

Beaumont Capital Management first reported a position in IWD in Q2 2021 and held it in 6 quarters. The position peaked at $3.01M in Q2 2024. 1,734 funds tracked by Wall St. Rank hold IWD as of Q2 2025.

Beaumont Capital Management reported no remaining iShares Russell 1000 Value ETF position as of Q2 2025 after selling out during the quarter.
Beaumont Capital Management sold 2,319 iShares Russell 1000 Value ETF shares in Q2 2025, an estimated $436K.
Beaumont Capital Management first reported a position in iShares Russell 1000 Value ETF in Q2 2021 and held it in 6 quarters.
Beaumont Capital Management's iShares Russell 1000 Value ETF position peaked at $3.01M in Q2 2024.
1,734 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2025.

Based on Beaumont Capital Management's 13F filing for Q2 2025, filed 11 Aug 2025.