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IWD icon

Bensler’s iShares Russell 1000 Value ETF IWD Stock Holding History

Bensler’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 		$1.63M Buy
6,712
+66
+1% +$15.4K 0.14% 88
2026
Q1 		$1.42M Sell
6,646
-1,133
-15% -$248K 0.15% 89
2025
Q4 		$1.64M Buy
7,779
+2
+0% +$413 0.16% 87
2025
Q3 		$1.58M Buy
7,777
+1
+0% +$199 0.16% 85
2025
Q2 		$1.51M Buy
7,776
+2
+0% +$370 0.17% 85
2025
Q1 		$1.46M Buy
7,774
+2
+0% +$381 0.18% 85
2024
Q4 		$1.44M Buy
7,772
+2
+0% +$384 0.17% 85
2024
Q3 		$1.47M Buy
7,770
+2
+0% +$364 0.19% 84
2024
Q2 		$1.36M Buy
7,768
+161
+2% +$28.2K 0.18% 83
2024
Q1 		$1.36M Buy
7,607
+46
+0.6% +$7.78K 0.2% 82
2023
Q4 		$1.25M Buy
7,561
+326
+5% +$50.3K 0.21% 87
2023
Q3 		$1.1M Hold
7,235
– – 0.21% 91
2023
Q2 		$1.14M Sell
7,235
-251
-3% -$38.4K 0.22% 92
2023
Q1 		$1.14M Sell
7,486
-603
-7% -$93.1K 0.23% 90
2022
Q4 		$1.23M Buy
8,089
+738
+10% +$110K 0.27% 90
2022
Q3 		$1,000K Hold
7,351
– – 0.24% 93
2022
Q2 		$1.07M Sell
7,351
-131
-2% -$20.5K 0.25% 88
2022
Q1 		$1.24M Buy
7,482
+78
+1% +$12.8K 0.26% 88
2021
Q4 		$1.24M Buy
+7,404
New +$1.21M 0.35% 70

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
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
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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Bensler's IWD Position: Q2 2026 in Review

Bensler increased its iShares Russell 1000 Value ETF (IWD) stake by 0.99% in Q2 2026, buying an estimated $15.4K and bringing the position to 6,712 shares worth $1.63M. The position accounts for 0.14% of the portfolio, ranked #88.

Bensler first reported a position in IWD in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.64M in Q4 2025. 754 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Bensler held 6,712 shares of iShares Russell 1000 Value ETF worth $1.63M as of Q2 2026.
  • Bensler bought 66 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $15.4K.
  • iShares Russell 1000 Value ETF made up 0.14% of Bensler's portfolio in Q2 2026, its #88 holding.
  • Bensler first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and has held it in 19 quarters since.
  • Bensler's iShares Russell 1000 Value ETF position peaked at $1.64M in Q4 2025.
  • 754 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Bensler's 13F filing for Q2 2026, filed 23 Jul 2026.