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Belpointe Asset Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Belpointe Asset 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
2026
Q2 		$1.34M Sell
5,525
-339
-6% -$79K 0.04% 400
2026
Q1 		$1.25M Sell
5,864
-281
-5% -$61.5K 0.05% 371
2025
Q4 		$1.29M Buy
6,145
+940
+18% +$194K 0.05% 341
2025
Q3 		$1.06M Buy
5,205
+209
+4% +$41.6K 0.04% 389
2025
Q2 		$970K Buy
4,996
+461
+10% +$85.4K 0.04% 363
2025
Q1 		$853K Buy
4,535
+2,121
+88% +$404K 0.04% 380
2024
Q4 		$455K Sell
2,414
-53
-2% -$10.2K 0.03% 532
2024
Q3 		$468K Buy
2,467
+419
+20% +$76.3K 0.03% 520
2024
Q2 		$357K Sell
2,048
-581
-22% -$102K 0.02% 535
2024
Q1 		$471K Buy
2,629
+541
+26% +$91.5K 0.04% 447
2023
Q4 		$345K Buy
+2,088
New +$322K 0.03% 479
2023
Q2 		– Sell
-3,087
Closed -$470K – 1968
2023
Q1 		$470K Sell
3,087
-290
-9% -$44.8K 0.03% 588
2022
Q4 		$512K Buy
3,377
+49
+1% +$7.33K 0.03% 527
2022
Q3 		$453K Sell
3,328
-1,143
-26% -$172K 0.03% 541
2022
Q2 		$648K Buy
4,471
+1,109
+33% +$173K 0.04% 400
2022
Q1 		$558K Sell
3,362
-759
-18% -$125K 0.03% 508
2021
Q4 		$692K Buy
4,121
+942
+30% +$154K 0.04% 422
2021
Q3 		$497K Buy
3,179
+319
+11% +$51.1K 0.03% 509
2021
Q2 		$454K Sell
2,860
-78
-3% -$12.3K 0.03% 530
2021
Q1 		$445K Sell
2,938
-573
-16% -$82.9K 0.04% 471
2020
Q4 		$480K Buy
3,511
+1,317
+60% +$169K 0.04% 417
2020
Q3 		$259K Buy
2,194
+238
+12% +$28.2K 0.03% 486
2020
Q2 		$220K Buy
1,956
+556
+40% +$61.1K 0.03% 498
2020
Q1 		$139K Buy
1,400
+307
+28% +$38.3K 0.02% 523
2019
Q4 		$149K Buy
+1,093
New +$144K 0.02% 633
2019
Q1 		– Sell
-954
Closed -$106K – 500
2018
Q4 		$106K Buy
954
+84
+10% +$10.1K 0.03% 477
2018
Q3 		$110K Buy
+870
New +$109K 0.02% 622

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

Belpointe Asset Management's IWD Position: Q2 2026 in Review

Belpointe Asset Management reduced its iShares Russell 1000 Value ETF (IWD) stake by 5.8% in Q2 2026, selling an estimated $79K and leaving 5,525 shares worth $1.34M. The position accounts for 0.04% of the portfolio, ranked #400.

Belpointe Asset Management first reported a position in IWD in Q3 2018 and has held it in 27 quarters since. 1,000 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Belpointe Asset Management held 5,525 shares of iShares Russell 1000 Value ETF worth $1.34M as of Q2 2026.
  • Belpointe Asset Management sold 339 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $79K.
  • iShares Russell 1000 Value ETF made up 0.04% of Belpointe Asset Management's portfolio in Q2 2026, its #400 holding.
  • Belpointe Asset Management first reported a position in iShares Russell 1000 Value ETF in Q3 2018 and has held it in 27 quarters since.
  • 1,000 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.