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

Brookstone 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	$2.67M	Buy	11,023 +684	+7%	+$159K	0.03%	440
2026 Q1	$2.21M	Buy	10,339 +174	+2%	+$38.1K	0.03%	447
2025 Q4	$2.14M	Sell	10,165 -359	-3%	-$74.2K	0.02%	436
2025 Q3	$2.14M	Sell	10,524 -396	-4%	-$78.8K	0.03%	428
2025 Q2	$2.12M	Buy	10,920 +939	+9%	+$174K	0.03%	409
2025 Q1	$1.88M	Sell	9,981 -110	-1%	-$20.9K	0.03%	421
2024 Q4	$1.87M	Sell	10,091 -471	-4%	-$90.3K	0.03%	390
2024 Q3	$2M	Buy	10,562 +32	+0.3%	+$5.83K	0.03%	379
2024 Q2	$1.92M	Buy	10,530 +536	+5%	+$93.7K	0.03%	375
2024 Q1	$1.79M	Buy	9,994 +500	+5%	+$84.6K	0.03%	368
2023 Q4	$1.57M	Sell	9,494 -421	-4%	-$65K	0.03%	368
2023 Q3	$1.48M	Buy	9,915 +1,097	+12%	+$174K	0.03%	359
2023 Q2	$1.38M	Sell	8,818 -906	-9%	-$139K	0.03%	376
2023 Q1	$1.51M	Buy	9,724 +1,162	+14%	+$179K	0.03%	373
2022 Q4	$1.33M	Buy	8,562 +6	+0.1%	+$898	0.03%	376
2022 Q3	$1.17M	Sell	8,556 -1,239	-13%	-$186K	0.03%	367
2022 Q2	$1.44M	Sell	9,795 -1,035	-10%	-$162K	0.03%	343
2022 Q1	$1.79M	Buy	10,830 +1,707	+19%	+$280K	0.04%	301
2021 Q4	$1.54M	Buy	9,123 +3,273	+56%	+$536K	0.03%	308
2021 Q3	$931K	Buy	5,850 +1,187	+25%	+$190K	0.02%	394
2021 Q2	$742K	Buy	4,663 +1,206	+35%	+$191K	0.01%	415
2021 Q1	$524K	Buy	3,457 +198	+6%	+$28.6K	0.02%	348
2020 Q4	$446K	Sell	3,259 -194	-6%	-$24.9K	0.02%	342
2020 Q3	$408K	Sell	3,453 -49	-1%	-$5.81K	0.02%	297
2020 Q2	$394K	Sell	3,502 -1,030	-23%	-$113K	0.02%	262
2020 Q1	$449K	Sell	4,532 -5,665	-56%	-$706K	0.03%	221
2019 Q4	$1.39M	Buy	10,197 +4,892	+92%	+$645K	0.07%	143
2019 Q3	$680K	Sell	5,305 -199	-4%	-$25.3K	0.04%	227
2019 Q2	$700K	Sell	5,504 -766	-12%	-$95.9K	0.04%	211
2019 Q1	$774K	Buy	6,270 +954	+18%	+$115K	0.05%	161
2018 Q4	$590K	Buy	5,316 +997	+23%	+$119K	0.04%	165
2018 Q3	$547K	Buy	4,319 +880	+26%	+$111K	0.04%	245
2018 Q2	$417K	Sell	3,439 -53	-2%	-$6.44K	0.04%	253
2018 Q1	$419K	Sell	3,492 -261	-7%	-$32.5K	0.04%	209
2017 Q4	$467K	Buy	3,753 +577	+18%	+$69.9K	0.04%	193
2017 Q3	$376K	Sell	3,176 -28	-0.9%	-$3.26K	0.03%	212
2017 Q2	$373K	Buy	3,204 +1,243	+63%	+$143K	0.04%	199
2017 Q1	$225K	Buy	+1,961	New	+$225K	0.02%	227
2015 Q4	–	Sell	-54	Closed	-$5K	–	520
2015 Q3	$5K	Hold	54	–	–	﹤0.01%	1403
2015 Q2	$6K	Buy	+54	New	+$5.66K	﹤0.01%	1416
2014 Q4	–	Sell	-146,952	Closed	-$14.7M	–	175
2014 Q3	$14.7M	Buy	146,952 +9,101	+7%	+$922K	2.77%	10
2014 Q2	$14M	Buy	+137,851	New	+$13.5M	2.85%	11

Other funds holding IWD

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 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

BWCS

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

SAS

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

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

Brookstone Capital Management increased its iShares Russell 1000 Value ETF (IWD) stake by 6.6% in Q2 2026, buying an estimated $159K and bringing the position to 11,023 shares worth $2.67M. The position accounts for 0.03% of the portfolio, ranked #440.

Brookstone Capital Management first reported a position in IWD in Q2 2014 and has held it in 42 quarters since. The position peaked at $14.7M in Q3 2014. 390 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Brookstone Capital Management held 11,023 shares of iShares Russell 1000 Value ETF worth $2.67M as of Q2 2026.
Brookstone Capital Management bought 684 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $159K.
iShares Russell 1000 Value ETF made up 0.03% of Brookstone Capital Management's portfolio in Q2 2026, its #440 holding.
Brookstone Capital Management first reported a position in iShares Russell 1000 Value ETF in Q2 2014 and has held it in 42 quarters since.
Brookstone Capital Management's iShares Russell 1000 Value ETF position peaked at $14.7M in Q3 2014.
390 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.