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Bond & Devick Financial Network’s iShares Russell 1000 Value ETF IWD Stock Holding History

Bond & Devick Financial Network’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 		$2.43M Sell
10,019
-51
-0.5% -$11.9K 0.6% 26
2026
Q1 		$2.15M Buy
10,070
+160
+2% +$35K 0.6% 24
2025
Q4 		$2.08M Sell
9,910
-365
-4% -$75.4K 0.59% 25
2025
Q3 		$2.09M Sell
10,275
-317
-3% -$63.1K 0.63% 24
2025
Q2 		$2.06M Hold
10,592
– – 0.68% 24
2025
Q1 		$1.99M Buy
10,592
+63
+0.6% +$12K 0.72% 24
2024
Q4 		$2M Hold
10,529
– – 0.85% 23
2024
Q3 		$2M Buy
10,529
+334
+3% +$60.8K 0.85% 23
2024
Q2 		$1.78M Hold
10,195
– – 0.95% 19
2024
Q1 		$1.83M Hold
10,195
– – 0.99% 19
2023
Q4 		$1.68M Sell
10,195
-731
-7% -$113K 0.96% 18
2023
Q3 		$1.66M Buy
10,926
+63
+0.6% +$9.99K 1.07% 18
2023
Q2 		$1.71M Hold
10,863
– – 1.06% 16
2023
Q1 		$1.65M Buy
10,863
+125
+1% +$19.3K 1.06% 17
2022
Q4 		$1.63M Buy
10,738
+66
+0.6% +$9.88K 1.16% 16
2022
Q3 		$1.45M Buy
10,672
+1,124
+12% +$169K 1.2% 16
2022
Q2 		$1.38M Sell
9,548
-93
-1% -$14.5K 1.21% 18
2022
Q1 		$1.6M Buy
9,641
+915
+10% +$150K 1.28% 17
2021
Q4 		$1.47M Buy
8,726
+788
+10% +$129K 1.1% 18
2021
Q3 		$1.24M Hold
7,938
– – 1.03% 20
2021
Q2 		$1.26M Hold
7,938
– – 1.04% 19
2021
Q1 		$1.2M Buy
7,938
+1,357
+21% +$196K 1.11% 18
2020
Q4 		$900K Buy
+6,581
New +$844K 1.03% 28

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 22.96% 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

Bond & Devick Financial Network's IWD Position: Q2 2026 in Review

Bond & Devick Financial Network reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.51% in Q2 2026, selling an estimated $11.9K and leaving 10,019 shares worth $2.43M. The position accounts for 0.6% of the portfolio, ranked #26.

Bond & Devick Financial Network first reported a position in IWD in Q4 2020 and has held it in 23 quarters since. 1,975 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Bond & Devick Financial Network held 10,019 shares of iShares Russell 1000 Value ETF worth $2.43M as of Q2 2026.
  • Bond & Devick Financial Network sold 51 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $11.9K.
  • iShares Russell 1000 Value ETF made up 0.6% of Bond & Devick Financial Network's portfolio in Q2 2026, its #26 holding.
  • Bond & Devick Financial Network first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,975 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Bond & Devick Financial Network's 13F filing for Q2 2026, filed 16 Jul 2026.