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Beirne Wealth Consulting Services’s iShares Russell 1000 Value ETF IWD Stock Holding History

Beirne Wealth Consulting Services’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 		$65.9M Buy
271,741
+179,760
+195% +$41.9M 13.11% 1
2026
Q1 		$19.7M Buy
91,981
+4,510
+5% +$988K 5.56% 3
2025
Q4 		$18.4M Sell
87,471
-15,116
-15% -$3.12M 5.33% 5
2025
Q3 		$20.9M Buy
102,587
+1,090
+1% +$217K 5.01% 5
2025
Q2 		$19.7M Sell
101,497
-75,644
-43% -$14M 6.39% 4
2025
Q1 		$33.3M Buy
177,141
+817
+0.5% +$156K 11.87% 2
2024
Q4 		$32.6M Buy
176,324
+931
+0.5% +$179K 11.77% 2
2024
Q3 		$33.3M Buy
175,393
+25,101
+17% +$4.57M 11.69% 2
2024
Q2 		$26.2M Buy
150,292
+8,847
+6% +$1.55M 10.57% 2
2024
Q1 		$25.3M Buy
141,445
+39,861
+39% +$6.74M 10.74% 2
2023
Q4 		$16.8M Buy
101,584
+64,713
+176% +$9.99M 8.31% 3
2023
Q3 		$5.82M Hold
36,871
– – 4.64% 5
2023
Q2 		$5.82M Sell
36,871
-60,058
-62% -$9.18M 4.64% 5
2023
Q1 		$14.8M Sell
96,929
-201
-0.2% -$31K 10.36% 2
2022
Q4 		$14.7M Sell
97,130
-403,391
-81% -$60.4M 7.25% 2
2022
Q3 		$68.1M Buy
500,521
+398,365
+390% +$59.9M 25.88% 1
2022
Q2 		$14.8M Buy
102,156
+15,322
+18% +$2.4M 9.67% 2
2022
Q1 		$14.4M Buy
86,834
+602
+0.7% +$98.9K 8.02% 4
2021
Q4 		$14.5M Buy
86,232
+9,399
+12% +$1.54M 7.93% 4
2021
Q3 		$12M Buy
76,833
+392
+0.5% +$62.8K 6.85% 4
2021
Q2 		$12.1M Sell
76,441
-6,390
-8% -$1.01M 6.66% 4
2021
Q1 		$12.6M Sell
82,831
-2,302
-3% -$333K 7.37% 4
2020
Q4 		$11.6M Buy
85,133
+16,584
+24% +$2.13M 5.76% 4
2020
Q3 		$8.1M Sell
68,549
-813
-1% -$96.4K 4.73% 4
2020
Q2 		$7.81M Buy
69,362
+63,367
+1,057% +$6.97M 6.37% 4
2020
Q1 		$595K Buy
5,995
+5
+0.1% +$623 0.64% 32
2019
Q4 		$817K Sell
5,990
-608
-9% -$80.1K 0.72% 31
2019
Q3 		$846K Buy
6,598
+35
+0.5% +$4.45K 0.7% 40
2019
Q2 		$835K Sell
6,563
-289
-4% -$36.2K 0.75% 40
2019
Q1 		$846K Buy
+6,852
New +$823K 0.66% 42

Other funds holding IWD

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

Beirne Wealth Consulting Services's IWD Position: Q2 2026 in Review

Beirne Wealth Consulting Services increased its iShares Russell 1000 Value ETF (IWD) stake by 195% in Q2 2026, buying an estimated $41.9M and bringing the position to 271,741 shares worth $65.9M. The position accounts for 13.11% of the portfolio, ranked #1.

Beirne Wealth Consulting Services first reported a position in IWD in Q1 2019 and has held it in 30 quarters since. The position peaked at $68.1M in Q3 2022. 595 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Beirne Wealth Consulting Services held 271,741 shares of iShares Russell 1000 Value ETF worth $65.9M as of Q2 2026.
  • Beirne Wealth Consulting Services bought 179,760 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $41.9M.
  • iShares Russell 1000 Value ETF made up 13.11% of Beirne Wealth Consulting Services's portfolio in Q2 2026, its #1 holding.
  • Beirne Wealth Consulting Services first reported a position in iShares Russell 1000 Value ETF in Q1 2019 and has held it in 30 quarters since.
  • Beirne Wealth Consulting Services's iShares Russell 1000 Value ETF position peaked at $68.1M in Q3 2022.
  • 595 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Beirne Wealth Consulting Services's 13F filing for Q2 2026, filed 15 Jul 2026.