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

Bullock 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	$11.3K	Hold	46	–	–	﹤0.01%	424
2026 Q1	$9.99K	Hold	46	–	–	0.01%	421
2025 Q4	$9.78K	Hold	46	–	–	﹤0.01%	410
2025 Q3	$9.48K	Hold	46	–	–	﹤0.01%	424
2025 Q2	$9.11K	Hold	46	–	–	﹤0.01%	404
2025 Q1	$8.73K	Sell	46 -38	-45%	-$7.24K	﹤0.01%	393
2024 Q4	$15.5K	Hold	84	–	–	0.01%	350
2024 Q3	$15.8K	Buy	84 +1	+1%	+$182	0.01%	325
2024 Q2	$14.5K	Hold	83	–	–	0.01%	326
2024 Q1	$14.8K	Buy	+83	New	+$14K	0.01%	327

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 22.9% 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

Bullock Wealth Management's IWD Position: Q2 2026 in Review

Bullock Wealth Management held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 46 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #424.

Bullock Wealth Management first reported a position in IWD in Q1 2024 and has held it in 10 quarters since. The position peaked at $15.8K in Q3 2024. 1,981 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Bullock Wealth Management held 46 shares of iShares Russell 1000 Value ETF worth $11.3K as of Q2 2026.
Bullock Wealth Management left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up ﹤0.01% of Bullock Wealth Management's portfolio in Q2 2026, its #424 holding.
Bullock Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q1 2024 and has held it in 10 quarters since.
Bullock Wealth Management's iShares Russell 1000 Value ETF position peaked at $15.8K in Q3 2024.
1,981 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.