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

Benedict Financial 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 		$2.24M Hold
9,259
– – 0.44% 81
2026
Q1 		$1.98M Buy
9,259
+195
+2% +$42.7K 0.41% 85
2025
Q4 		$1.91M Buy
9,064
+38
+0.4% +$7.85K 0.4% 87
2025
Q3 		$1.84M Sell
9,026
-268
-3% -$53.3K 0.4% 84
2025
Q2 		$1.81M Sell
9,294
-42
-0.4% -$7.78K 0.41% 81
2025
Q1 		$1.76M Buy
9,336
+35
+0.4% +$6.67K 0.41% 80
2024
Q4 		$1.72M Buy
9,301
+323
+4% +$62K 0.42% 80
2024
Q3 		$1.7M Sell
8,978
-283
-3% -$51.6K 0.4% 81
2024
Q2 		$1.62M Buy
9,261
+83
+0.9% +$14.5K 0.41% 81
2024
Q1 		$1.64M Sell
9,178
-164
-2% -$27.8K 0.42% 82
2023
Q4 		$1.54M Buy
9,342
+9
+0.1% +$1.39K 0.42% 81
2023
Q3 		$1.42M Sell
9,333
-566
-6% -$89.8K 0.41% 85
2023
Q2 		$1.56M Sell
9,899
-691
-7% -$106K 0.43% 81
2023
Q1 		$1.61M Sell
10,590
-30
-0.3% -$4.63K 0.45% 76
2022
Q4 		$1.61M Sell
10,620
-50
-0.5% -$7.48K 0.48% 70
2022
Q3 		$1.45M Sell
10,670
-488
-4% -$73.3K 0.46% 73
2022
Q2 		$1.62M Sell
11,158
-2,654
-19% -$415K 0.48% 68
2022
Q1 		$2.29M Sell
13,812
-3,739
-21% -$614K 0.61% 59
2021
Q4 		$2.95M Buy
17,551
+497
+3% +$81.4K 0.77% 52
2021
Q3 		$2.67M Sell
17,054
-13
-0.1% -$2.08K 0.75% 53
2021
Q2 		$2.71M Buy
17,067
+1,757
+11% +$278K 0.75% 50
2021
Q1 		$2.32M Buy
+15,310
New +$2.22M 0.67% 57

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Benedict Financial Advisors's IWD Position: Q2 2026 in Review

Benedict Financial Advisors held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 9,259 shares worth $2.24M. The position accounts for 0.44% of the portfolio, ranked #81.

Benedict Financial Advisors first reported a position in IWD in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.95M in Q4 2021. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Benedict Financial Advisors held 9,259 shares of iShares Russell 1000 Value ETF worth $2.24M as of Q2 2026.
  • Benedict Financial Advisors left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Value ETF made up 0.44% of Benedict Financial Advisors's portfolio in Q2 2026, its #81 holding.
  • Benedict Financial Advisors first reported a position in iShares Russell 1000 Value ETF in Q1 2021 and has held it in 22 quarters since.
  • Benedict Financial Advisors's iShares Russell 1000 Value ETF position peaked at $2.95M in Q4 2021.
  • 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Benedict Financial Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.