BFC
IWD icon

Bedel Financial Consulting’s iShares Russell 1000 Value ETF IWD Stock Holding History

Bedel Financial Consulting’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 		$1.33M Buy
5,469
+81
+2% +$18.9K 0.12% 92
2026
Q1 		$1.15M Buy
5,388
+192
+4% +$42K 0.13% 91
2025
Q4 		$1.09M Buy
5,196
+447
+9% +$92.3K 0.12% 97
2025
Q3 		$967K Buy
4,749
+246
+5% +$48.9K 0.12% 100
2025
Q2 		$875K Buy
4,503
+99
+2% +$18.3K 0.12% 102
2025
Q1 		$805K Hold
4,404
– – 0.12% 103
2024
Q4 		$856K Buy
4,404
+57
+1% +$10.9K 0.12% 97
2024
Q3 		$825K Buy
4,347
+76
+2% +$13.8K 0.12% 96
2024
Q2 		$745K Sell
4,271
-106
-2% -$18.5K 0.11% 97
2024
Q1 		$784K Sell
4,377
-121
-3% -$20.5K 0.12% 90
2023
Q4 		$743K Buy
4,498
+1,073
+31% +$166K 0.14% 93
2023
Q3 		$520K Buy
3,425
+301
+10% +$47.7K 0.11% 117
2023
Q2 		$493K Sell
3,124
-2,011
-39% -$307K 0.1% 120
2023
Q1 		$782K Buy
5,135
+2,605
+103% +$402K 0.19% 76
2022
Q4 		$384K Hold
2,530
– – 0.1% 141
2022
Q3 		$380K Sell
2,530
-43
-2% -$6.46K 0.1% 134
2022
Q2 		$373K Buy
2,573
+1,066
+71% +$167K 0.11% 127
2022
Q1 		$250K Buy
1,507
+17
+1% +$2.79K 0.08% 164
2021
Q4 		$250K Sell
1,490
-2
-0.1% -$328 0.08% 169
2021
Q3 		$234K Hold
1,492
– – 0.08% 167
2021
Q2 		$237K Buy
1,492
+48
+3% +$7.6K 0.08% 165
2021
Q1 		$219K Buy
1,444
+195
+16% +$28.2K 0.08% 168
2020
Q4 		$171K Buy
1,249
+150
+14% +$19.2K 0.08% 164
2020
Q3 		$130K Hold
1,099
– – 0.07% 176
2020
Q2 		$124K Hold
1,099
– – 0.07% 171
2020
Q1 		$109K Hold
1,099
– – 0.07% 171
2019
Q4 		$150K Hold
1,099
– – 0.09% 169
2019
Q3 		$141K Hold
1,099
– – 0.08% 168
2019
Q2 		$140K Hold
1,099
– – 0.09% 168
2019
Q1 		$136K Hold
1,099
– – 0.09% 163
2018
Q4 		$122K Hold
1,099
– – 0.09% 165
2018
Q3 		$135K Sell
1,099
-207
-16% -$26K 0.09% 169
2018
Q2 		$159K Hold
1,306
– – 0.12% 154
2018
Q1 		$157K Buy
+1,306
New +$163K 0.12% 156

Other funds holding IWD

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
OC
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
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

Bedel Financial Consulting's IWD Position: Q2 2026 in Review

Bedel Financial Consulting increased its iShares Russell 1000 Value ETF (IWD) stake by 1.5% in Q2 2026, buying an estimated $18.9K and bringing the position to 5,469 shares worth $1.33M. The position accounts for 0.12% of the portfolio, ranked #92.

Bedel Financial Consulting first reported a position in IWD in Q1 2018 and has held it in 34 quarters since. 1,000 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Bedel Financial Consulting held 5,469 shares of iShares Russell 1000 Value ETF worth $1.33M as of Q2 2026.
  • Bedel Financial Consulting bought 81 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $18.9K.
  • iShares Russell 1000 Value ETF made up 0.12% of Bedel Financial Consulting's portfolio in Q2 2026, its #92 holding.
  • Bedel Financial Consulting first reported a position in iShares Russell 1000 Value ETF in Q1 2018 and has held it in 34 quarters since.
  • 1,000 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.