Burton Enright Welch’s iShares Russell 1000 Value ETF IWD Stock Holding History

Burton Enright Welch’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	$679K	Sell	2,801 -47	-2%	-$10.9K	0.08%	79
2026 Q1	$609K	Buy	2,848 +47	+2%	+$10.3K	0.08%	80
2025 Q4	$589K	Hold	2,801	–	–	0.08%	80
2025 Q3	$570K	Hold	2,801	–	–	0.09%	79
2025 Q2	$544K	Hold	2,801	–	–	0.09%	74
2025 Q1	$527K	Hold	2,801	–	–	0.11%	66
2024 Q4	$519K	Buy	2,801 +495	+21%	+$94.9K	0.11%	64
2024 Q3	$438K	Hold	2,306	–	–	0.09%	66
2024 Q2	$402K	Hold	2,306	–	–	0.09%	70
2024 Q1	$413K	Hold	2,306	–	–	0.1%	65
2023 Q4	$381K	Hold	2,306	–	–	0.1%	65
2023 Q3	$350K	Buy	+2,306	New	+$366K	0.11%	61

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

Burton Enright Welch's IWD Position: Q2 2026 in Review

Burton Enright Welch reduced its iShares Russell 1000 Value ETF (IWD) stake by 1.7% in Q2 2026, selling an estimated $10.9K and leaving 2,801 shares worth $679K. The position accounts for 0.08% of the portfolio, ranked #79.

Burton Enright Welch first reported a position in IWD in Q3 2023 and has held it in 12 quarters since. 1,974 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Burton Enright Welch held 2,801 shares of iShares Russell 1000 Value ETF worth $679K as of Q2 2026.
Burton Enright Welch sold 47 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $10.9K.
iShares Russell 1000 Value ETF made up 0.08% of Burton Enright Welch's portfolio in Q2 2026, its #79 holding.
Burton Enright Welch first reported a position in iShares Russell 1000 Value ETF in Q3 2023 and has held it in 12 quarters since.
1,974 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Burton Enright Welch's 13F filing for Q2 2026, filed 17 Jul 2026.