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

Bright Futures 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	$344K	Hold	1,419	–	–	0.22%	124
2026 Q1	$303K	Hold	1,419	–	–	0.21%	118
2025 Q4	$298K	Hold	1,419	–	–	0.22%	114
2025 Q3	$289K	Buy	+1,419	New	+$282K	0.23%	105
2025 Q1	$245K	Sell	1,419 -80	-5%	-$15.2K	0.27%	96
2024 Q4	$289K	Buy	1,499 +30	+2%	+$5.75K	0.26%	95
2024 Q3	$278K	Hold	1,469	–	–	0.13%	180
2024 Q2	$262K	Hold	1,469	–	–	0.14%	168
2024 Q1	$256K	Buy	+1,469	New	+$249K	0.14%	168

Other funds holding IWD

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

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

Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 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

Bright Futures Wealth Management's IWD Position: Q2 2026 in Review

Bright Futures Wealth Management held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 1,419 shares worth $344K. The position accounts for 0.22% of the portfolio, ranked #124.

Bright Futures Wealth Management first reported a position in IWD in Q1 2024 and has held it in 9 quarters since. 695 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Bright Futures Wealth Management held 1,419 shares of iShares Russell 1000 Value ETF worth $344K as of Q2 2026.
Bright Futures Wealth Management left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.22% of Bright Futures Wealth Management's portfolio in Q2 2026, its #124 holding.
Bright Futures Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q1 2024 and has held it in 9 quarters since.
695 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.