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

BigSur 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	$2.23M	Sell	9,180 -215	-2%	-$50.1K	0.54%	51
2026 Q1	$2.01M	Sell	9,395 -3,000	-24%	-$657K	0.56%	51
2025 Q4	$2.61M	Hold	12,395	–	–	0.63%	45
2025 Q3	$2.52M	Sell	12,395 -206	-2%	-$41K	0.62%	45
2025 Q2	$2.45M	Hold	12,601	–	–	0.62%	43
2025 Q1	$2.37M	Hold	12,601	–	–	0.64%	42
2024 Q4	$2.33M	Hold	12,601	–	–	0.67%	42
2024 Q3	$2.39M	Hold	12,601	–	–	0.66%	46
2024 Q2	$2.2M	Hold	12,601	–	–	0.67%	41
2024 Q1	$2.26M	Hold	12,601	–	–	0.71%	39
2023 Q4	$2.08M	Sell	12,601 -7,500	-37%	-$1.16M	0.99%	26
2023 Q3	$3.07M	Hold	20,101	–	–	1.55%	13
2023 Q2	$3.17M	Hold	20,101	–	–	1.52%	14
2023 Q1	$3.06M	Hold	20,101	–	–	1.44%	16
2022 Q4	$3.05M	Hold	20,101	–	–	1.47%	14
2022 Q3	$2.73M	Hold	20,101	–	–	1.38%	19
2022 Q2	$2.91M	Hold	20,101	–	–	1.37%	18
2022 Q1	$3.34M	Hold	20,101	–	–	1.3%	20
2021 Q4	$3.38M	Buy	20,101 +6,100	+44%	+$999K	1.32%	22
2021 Q3	$2.19M	Buy	14,001 +4,101	+41%	+$658K	0.98%	32
2021 Q2	$1.57M	Hold	9,900	–	–	0.71%	41
2021 Q1	$1.5M	Hold	9,900	–	–	0.77%	37
2020 Q4	$1.35M	Hold	9,900	–	–	0.76%	39
2020 Q3	$1.17M	Hold	9,900	–	–	0.74%	43
2020 Q2	$1.11M	Hold	9,900	–	–	0.8%	33
2020 Q1	$982K	Sell	9,900 -4,870	-33%	-$607K	0.74%	34
2019 Q4	$2.02M	Buy	14,770 +3,070	+26%	+$405K	1.14%	22
2019 Q3	$1.5M	Hold	11,700	–	–	1.01%	30
2019 Q2	$1.5M	Hold	11,700	–	–	1.05%	27
2019 Q1	$1.45M	Hold	11,700	–	–	0.95%	24
2018 Q4	$1.3M	Hold	11,700	–	–	0.92%	24
2018 Q3	$1.49M	Buy	+11,700	New	+$1.47M	0.93%	21

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

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

BigSur Wealth Management reduced its iShares Russell 1000 Value ETF (IWD) stake by 2.3% in Q2 2026, selling an estimated $50.1K and leaving 9,180 shares worth $2.23M. The position accounts for 0.54% of the portfolio, ranked #51.

BigSur Wealth Management first reported a position in IWD in Q3 2018 and has held it in 32 quarters since. The position peaked at $3.38M in Q4 2021. 1,975 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

BigSur Wealth Management held 9,180 shares of iShares Russell 1000 Value ETF worth $2.23M as of Q2 2026.
BigSur Wealth Management sold 215 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $50.1K.
iShares Russell 1000 Value ETF made up 0.54% of BigSur Wealth Management's portfolio in Q2 2026, its #51 holding.
BigSur Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q3 2018 and has held it in 32 quarters since.
BigSur Wealth Management's iShares Russell 1000 Value ETF position peaked at $3.38M in Q4 2021.
1,975 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on BigSur Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.