Bruce G. Allen Investments’s iShares Russell 1000 Value ETF IWD Stock Holding History

Bruce G. Allen Investments’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	$1.95M	Buy	8,026 +734	+10%	+$171K	1.24%	11
2026 Q1	$1.56M	Sell	7,292 -79	-1%	-$17.3K	1.02%	11
2025 Q4	$1.55M	Buy	7,371 +92	+1%	+$19K	1.05%	13
2025 Q3	$1.48M	Buy	7,279 +25	+0.3%	+$4.97K	1.06%	13
2025 Q2	$1.41M	Sell	7,254 -244	-3%	-$45.2K	1.07%	13
2025 Q1	$1.41M	Sell	7,498 -641	-8%	-$122K	1.12%	12
2024 Q4	$1.51M	Buy	8,139 +183	+2%	+$35.1K	1.22%	11
2024 Q3	$1.51M	Sell	7,956 -144	-2%	-$26.2K	1.17%	11
2024 Q2	$1.41M	Sell	8,100 -326	-4%	-$57K	1.19%	12
2024 Q1	$1.51M	Sell	8,426 -73	-0.9%	-$12.4K	1.24%	12
2023 Q4	$1.4M	Buy	+8,499	New	+$1.31M	1.28%	12

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Bruce G. Allen Investments's IWD Position: Q2 2026 in Review

Bruce G. Allen Investments increased its iShares Russell 1000 Value ETF (IWD) stake by 10% in Q2 2026, buying an estimated $171K and bringing the position to 8,026 shares worth $1.95M. The position accounts for 1.24% of the portfolio, ranked #11.

Bruce G. Allen Investments first reported a position in IWD in Q4 2023 and has held it in 11 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Bruce G. Allen Investments held 8,026 shares of iShares Russell 1000 Value ETF worth $1.95M as of Q2 2026.
Bruce G. Allen Investments bought 734 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $171K.
iShares Russell 1000 Value ETF made up 1.24% of Bruce G. Allen Investments's portfolio in Q2 2026, its #11 holding.
Bruce G. Allen Investments first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 11 quarters since.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.