Bernard Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Bernard Wealth 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	$107K	Hold	443	–	–	0.04%	100
2026 Q1	$94.7K	Sell	443 -24	-5%	-$5.26K	0.04%	98
2025 Q4	$98.2K	Hold	467	–	–	0.04%	97
2025 Q3	$95.1K	Hold	467	–	–	0.04%	94
2025 Q2	$90.7K	Sell	467 -20	-4%	-$3.7K	0.04%	94
2025 Q1	$91.6K	Hold	487	–	–	0.04%	87
2024 Q4	$90.2K	Buy	+487	New	+$93.4K	0.04%	90

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

Bernard Wealth Management's IWD Position: Q2 2026 in Review

Bernard Wealth Management held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 443 shares worth $107K. The position accounts for 0.04% of the portfolio, ranked #100.

Bernard Wealth Management first reported a position in IWD in Q4 2024 and has held it in 7 quarters since. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Bernard Wealth Management held 443 shares of iShares Russell 1000 Value ETF worth $107K as of Q2 2026.
Bernard Wealth Management left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.04% of Bernard Wealth Management's portfolio in Q2 2026, its #100 holding.
Bernard Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 7 quarters since.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.