BSW Wealth Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

BSW Wealth Partners’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	$1.24M	Sell	5,098 -50	-1%	-$11.6K	0.14%	90
2026 Q1	$1.1M	Hold	5,148	–	–	0.13%	90
2025 Q4	$1.08M	Hold	5,148	–	–	0.13%	95
2025 Q3	$1.05M	Hold	5,148	–	–	0.13%	91
2025 Q2	$1,000K	Hold	5,148	–	–	0.14%	92
2025 Q1	$969K	Buy	5,148 +790	+18%	+$150K	0.15%	84
2024 Q4	$807K	Hold	4,358	–	–	0.12%	106
2024 Q3	$827K	Hold	4,358	–	–	0.12%	94
2024 Q2	$760K	Buy	4,358 +538	+14%	+$94.1K	0.12%	97
2024 Q1	$684K	Hold	3,820	–	–	0.12%	104
2023 Q4	$631K	Hold	3,820	–	–	0.13%	102
2023 Q3	$580K	Hold	3,820	–	–	0.13%	96
2023 Q2	$603K	Hold	3,820	–	–	0.13%	96
2023 Q1	$582K	Buy	3,820 +484	+15%	+$74.7K	0.12%	120
2022 Q4	$506K	Hold	3,336	–	–	0.11%	133
2022 Q3	$454K	Buy	+3,336	New	+$501K	0.11%	128

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

BSW Wealth Partners's IWD Position: Q2 2026 in Review

BSW Wealth Partners reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.97% in Q2 2026, selling an estimated $11.6K and leaving 5,098 shares worth $1.24M. The position accounts for 0.14% of the portfolio, ranked #90.

BSW Wealth Partners first reported a position in IWD in Q3 2022 and has held it in 16 quarters since. 390 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

BSW Wealth Partners held 5,098 shares of iShares Russell 1000 Value ETF worth $1.24M as of Q2 2026.
BSW Wealth Partners sold 50 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $11.6K.
iShares Russell 1000 Value ETF made up 0.14% of BSW Wealth Partners's portfolio in Q2 2026, its #90 holding.
BSW Wealth Partners first reported a position in iShares Russell 1000 Value ETF in Q3 2022 and has held it in 16 quarters since.
390 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.