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

Benchmark Financial 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	$797K	Sell	3,287 -335	-9%	-$78K	0.2%	61
2026 Q1	$774K	Sell	3,622 -123	-3%	-$26.9K	0.21%	60
2025 Q4	$788K	Sell	3,745 -86	-2%	-$17.8K	0.23%	57
2025 Q3	$780K	Buy	3,831 +9	+0.2%	+$1.79K	0.23%	53
2025 Q2	$742K	Sell	3,822 -49	-1%	-$9.07K	0.25%	49
2025 Q1	$728K	Buy	3,871 +9	+0.2%	+$1.71K	0.28%	49
2024 Q4	$715K	Sell	3,862 -11	-0.3%	-$2.11K	0.23%	50
2024 Q3	$735K	Buy	3,873 +787	+26%	+$143K	0.25%	48
2024 Q2	$538K	Sell	3,086 -573	-16%	-$100K	0.2%	49
2024 Q1	$655K	Buy	3,659 +6	+0.2%	+$1.01K	0.25%	44
2023 Q4	$604K	Buy	3,653 +71	+2%	+$11K	0.26%	39
2023 Q3	$544K	Hold	3,582	–	–	0.26%	37
2023 Q2	$565K	Buy	3,582 +5	+0.1%	+$764	0.26%	35
2023 Q1	$545K	Sell	3,577 -165	-4%	-$25.5K	0.28%	33
2022 Q4	$568K	Buy	3,742 +7	+0.2%	+$1.05K	0.31%	33
2022 Q3	$508K	Buy	3,735 +196	+6%	+$29.5K	0.3%	34
2022 Q2	$513K	Sell	3,539 -263	-7%	-$41.1K	0.26%	34
2022 Q1	$631K	Buy	3,802 +15	+0.4%	+$2.46K	0.27%	36
2021 Q4	$636K	Buy	3,787 +5	+0.1%	+$819	0.27%	36
2021 Q3	$592K	Buy	3,782 +5	+0.1%	+$802	0.28%	35
2021 Q2	$599K	Buy	3,777 +457	+14%	+$72.3K	0.29%	36
2021 Q1	$503K	Buy	3,320 +2	+0.1%	+$289	0.27%	37
2020 Q4	$454K	Buy	+3,318	New	+$426K	0.25%	38

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Benchmark Financial Wealth Advisors's IWD Position: Q2 2026 in Review

Benchmark Financial Wealth Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 9.2% in Q2 2026, selling an estimated $78K and leaving 3,287 shares worth $797K. The position accounts for 0.2% of the portfolio, ranked #61.

Benchmark Financial Wealth Advisors first reported a position in IWD in Q4 2020 and has held it in 23 quarters since. 1,975 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Benchmark Financial Wealth Advisors held 3,287 shares of iShares Russell 1000 Value ETF worth $797K as of Q2 2026.
Benchmark Financial Wealth Advisors sold 335 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $78K.
iShares Russell 1000 Value ETF made up 0.2% of Benchmark Financial Wealth Advisors's portfolio in Q2 2026, its #61 holding.
Benchmark Financial Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and has held it in 23 quarters since.
1,975 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.