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BFSG LLC’s iShares Russell 1000 Value ETF IWD Stock Holding History

BFSG LLC’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 		$9.46K Hold
39
– – ﹤0.01% 577
2026
Q1 		$8.33K Hold
39
– – ﹤0.01% 572
2025
Q4 		$8.2K Hold
39
– – ﹤0.01% 562
2025
Q3 		$7.94K Hold
39
– – ﹤0.01% 557
2025
Q2 		$7.58K Sell
39
-22
-36% -$4.07K ﹤0.01% 537
2025
Q1 		$11.5K Sell
61
-22
-27% -$4.19K ﹤0.01% 487
2024
Q4 		$15.4K Hold
83
– – ﹤0.01% 466
2024
Q3 		$15.8K Sell
83
-3
-3% -$547 ﹤0.01% 461
2024
Q2 		$15K Sell
86
-100
-54% -$17.5K ﹤0.01% 442
2024
Q1 		$33.3K Sell
186
-100
-35% -$16.9K ﹤0.01% 406
2023
Q4 		$47.3K Buy
+286
New +$44.2K 0.01% 359

Other funds holding IWD

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 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
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
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

BFSG LLC's IWD Position: Q2 2026 in Review

BFSG LLC held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 39 shares worth $9.46K. The position accounts for ﹤0.01% of the portfolio, ranked #577.

BFSG LLC first reported a position in IWD in Q4 2023 and has held it in 11 quarters since. The position peaked at $47.3K in Q4 2023. 467 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • BFSG LLC held 39 shares of iShares Russell 1000 Value ETF worth $9.46K as of Q2 2026.
  • BFSG LLC left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Value ETF made up ﹤0.01% of BFSG LLC's portfolio in Q2 2026, its #577 holding.
  • BFSG LLC first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 11 quarters since.
  • BFSG LLC's iShares Russell 1000 Value ETF position peaked at $47.3K in Q4 2023.
  • 467 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.