Brookmont Capital Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Brookmont Capital 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	–	Sell	-1,088	Closed	-$232K	–	62
2026 Q1	$232K	Buy	+1,088	New	+$238K	0.13%	54
2025 Q3	–	Sell	-1,144	Closed	-$222K	–	58
2025 Q2	$222K	Hold	1,144	–	–	0.13%	53
2025 Q1	$215K	Hold	1,144	–	–	0.12%	51
2024 Q4	$212K	Sell	1,144 -27	-2%	-$5.18K	0.11%	53
2024 Q3	$222K	Hold	1,171	–	–	0.11%	53
2024 Q2	$204K	Hold	1,171	–	–	0.11%	53
2024 Q1	$210K	Buy	+1,171	New	+$198K	0.11%	50
2015 Q2	–	Sell	-2,814	Closed	-$290K	–	62
2015 Q1	$290K	Sell	2,814 -10,836	-79%	-$1.12M	0.07%	57
2014 Q4	$1.43M	Buy	+13,650	New	+$1.39M	0.41%	37

Other funds holding IWD

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 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

Brookmont Capital Management's IWD Position: Q2 2026 in Review

Brookmont Capital Management sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2026, closing a stake of 1,088 shares — an estimated $232K sold.

Brookmont Capital Management first reported a position in IWD in Q4 2014 and held it in 9 quarters. The position peaked at $1.43M in Q4 2014. 935 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Brookmont Capital Management reported no remaining iShares Russell 1000 Value ETF position as of Q2 2026 after selling out during the quarter.
Brookmont Capital Management sold 1,088 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $232K.
Brookmont Capital Management first reported a position in iShares Russell 1000 Value ETF in Q4 2014 and held it in 9 quarters.
Brookmont Capital Management's iShares Russell 1000 Value ETF position peaked at $1.43M in Q4 2014.
935 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Brookmont Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.