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

BIP Wealth’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 		$8.12M Buy
33,499
+30,933
+1,205% +$7.21M 0.23% 85
2026
Q1 		$548K Sell
2,566
-647
-20% -$142K 0.02% 282
2025
Q4 		$676K Buy
3,213
+518
+19% +$107K 0.02% 257
2025
Q3 		$549K Buy
2,695
+1,143
+74% +$227K 0.03% 180
2025
Q2 		$301K Sell
1,552
-910
-37% -$169K 0.02% 208
2025
Q1 		$463K Sell
2,462
-181
-7% -$34.5K 0.03% 160
2024
Q4 		$489K Buy
2,643
+1,187
+82% +$228K 0.03% 152
2024
Q3 		$276K Buy
1,456
+2
+0.1% +$364 0.02% 192
2024
Q2 		$254K Sell
1,454
-304
-17% -$53.2K 0.02% 165
2024
Q1 		$315K Buy
1,758
+535
+44% +$90.5K 0.02% 155
2023
Q4 		$202K Buy
+1,223
New +$189K 0.02% 188

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 22.9% 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

BIP Wealth's IWD Position: Q2 2026 in Review

BIP Wealth increased its iShares Russell 1000 Value ETF (IWD) stake by 1,205% in Q2 2026, buying an estimated $7.21M and bringing the position to 33,499 shares worth $8.12M. The position accounts for 0.23% of the portfolio, ranked #85.

BIP Wealth first reported a position in IWD in Q4 2023 and has held it in 11 quarters since. 1,981 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • BIP Wealth held 33,499 shares of iShares Russell 1000 Value ETF worth $8.12M as of Q2 2026.
  • BIP Wealth bought 30,933 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $7.21M.
  • iShares Russell 1000 Value ETF made up 0.23% of BIP Wealth's portfolio in Q2 2026, its #85 holding.
  • BIP Wealth first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,981 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.