BEI
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Benjamin Edwards Inc’s iShares Russell 1000 Value ETF IWD Stock Holding History

Benjamin Edwards Inc’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 		$611K Buy
2,521
+432
+21% +$101K 0.01% 981
2026
Q1 		$447K Buy
2,089
+249
+14% +$54.5K ﹤0.01% 1036
2025
Q4 		$387K Sell
1,840
-2,410
-57% -$498K ﹤0.01% 1023
2025
Q3 		$865K Buy
4,250
+2,629
+162% +$523K 0.01% 742
2025
Q2 		$315K Buy
1,621
+218
+16% +$40.4K ﹤0.01% 979
2025
Q1 		$264K Sell
1,403
-4
-0.3% -$762 ﹤0.01% 965
2024
Q4 		$260K Sell
1,407
-192
-12% -$36.8K ﹤0.01% 1011
2024
Q3 		$303K Buy
+1,599
New +$291K ﹤0.01% 943
2024
Q2 		– Sell
-124
Closed -$22K – 748
2024
Q1 		$22K Buy
124
+33
+36% +$5.58K ﹤0.01% 563
2023
Q4 		$15K Hold
91
– – ﹤0.01% 561
2023
Q3 		$14K Hold
91
– – ﹤0.01% 556
2023
Q2 		$14K Sell
91
-14
-13% -$2.14K ﹤0.01% 549
2023
Q1 		$16K Buy
105
+14
+15% +$2.16K ﹤0.01% 545
2022
Q4 		$14K Hold
91
– – ﹤0.01% 551
2022
Q3 		$12K Sell
91
-24
-21% -$3.61K ﹤0.01% 545
2022
Q2 		$17K Sell
115
-18
-14% -$2.82K 0.01% 533
2022
Q1 		$22K Hold
133
– – 0.01% 544
2021
Q4 		$22K Buy
+133
New +$21.8K 0.01% 512

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

Benjamin Edwards Inc's IWD Position: Q2 2026 in Review

Benjamin Edwards Inc increased its iShares Russell 1000 Value ETF (IWD) stake by 21% in Q2 2026, buying an estimated $101K and bringing the position to 2,521 shares worth $611K. The position accounts for 0.01% of the portfolio, ranked #981.

Benjamin Edwards Inc first reported a position in IWD in Q4 2021 and has held it in 18 quarters since. The position peaked at $865K in Q3 2025. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Benjamin Edwards Inc held 2,521 shares of iShares Russell 1000 Value ETF worth $611K as of Q2 2026.
  • Benjamin Edwards Inc bought 432 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $101K.
  • iShares Russell 1000 Value ETF made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #981 holding.
  • Benjamin Edwards Inc first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and has held it in 18 quarters since.
  • Benjamin Edwards Inc's iShares Russell 1000 Value ETF position peaked at $865K in Q3 2025.
  • 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.