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Boyer Financial Services’s iShares Russell 1000 Value ETF IWD Stock Holding History

Boyer Financial Services’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 		$818K Buy
+3,315
New +$772K 0.69% 25

Other funds holding IWD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
7WCP
71 West Capital Partners Boston, Massachusetts $2.89B AUM
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Boyer Financial Services's IWD Position: Q2 2026 in Review

Boyer Financial Services opened a new position in iShares Russell 1000 Value ETF (IWD) in Q2 2026: 3,315 shares worth $818K. The stake represents 0.69% of the portfolio and ranks #25 among its holdings.

1,269 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Boyer Financial Services held 3,315 shares of iShares Russell 1000 Value ETF worth $818K as of Q2 2026.
  • iShares Russell 1000 Value ETF was a new Boyer Financial Services position in Q2 2026.
  • iShares Russell 1000 Value ETF made up 0.69% of Boyer Financial Services's portfolio in Q2 2026, its #25 holding.
  • 1,269 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Boyer Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.