Cannon Financial Strategists’s iShares Russell 1000 Value ETF IWD Stock Holding History

Cannon Financial Strategists’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	$246K	Hold	1,015	–	–	0.03%	117
2026 Q1	$217K	Hold	1,015	–	–	0.03%	102
2025 Q4	$214K	Hold	1,015	–	–	0.03%	95
2025 Q3	$207K	Buy	+1,015	New	+$202K	0.03%	99
2024 Q4	–	Sell	-1,076	Closed	-$204K	–	99
2024 Q3	$204K	Sell	1,076 -2,023	-65%	-$369K	0.04%	96
2024 Q2	$541K	Sell	3,099 -16	-0.5%	-$2.8K	0.1%	57
2024 Q1	$558K	Buy	3,115 +36	+1%	+$6.09K	0.11%	56
2023 Q4	$509K	Buy	+3,079	New	+$475K	0.11%	55

Other funds holding IWD

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

7WCP

71 West Capital Partners Boston, Massachusetts $2.89B AUM

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Cannon Financial Strategists's IWD Position: Q2 2026 in Review

Cannon Financial Strategists held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 1,015 shares worth $246K. The position accounts for 0.03% of the portfolio, ranked #117.

Cannon Financial Strategists first reported a position in IWD in Q4 2023 and has held it in 8 quarters since. The position peaked at $558K in Q1 2024. 1,361 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Cannon Financial Strategists held 1,015 shares of iShares Russell 1000 Value ETF worth $246K as of Q2 2026.
Cannon Financial Strategists left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.03% of Cannon Financial Strategists's portfolio in Q2 2026, its #117 holding.
Cannon Financial Strategists first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 8 quarters since.
Cannon Financial Strategists's iShares Russell 1000 Value ETF position peaked at $558K in Q1 2024.
1,361 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Cannon Financial Strategists's 13F filing for Q2 2026, filed 7 Aug 2026.