Cascade Financial Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Cascade Financial 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	$1.14M	Buy	4,686 +1,289	+38%	+$300K	0.1%	116
2026 Q1	$726K	Hold	3,397	–	–	0.07%	142
2025 Q4	$715K	Hold	3,397	–	–	0.07%	141
2025 Q3	$692K	Hold	3,397	–	–	0.08%	143
2025 Q2	$660K	Hold	3,397	–	–	0.08%	145
2025 Q1	$639K	Buy	3,397 +549	+19%	+$105K	0.08%	140
2024 Q4	$527K	Hold	2,848	–	–	0.07%	138
2024 Q3	$545K	Hold	2,848	–	–	0.07%	136
2024 Q2	$497K	Hold	2,848	–	–	0.07%	138
2024 Q1	$489K	Buy	+2,848	New	+$482K	0.07%	137

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

Cascade Financial Partners's IWD Position: Q2 2026 in Review

Cascade Financial Partners increased its iShares Russell 1000 Value ETF (IWD) stake by 38% in Q2 2026, buying an estimated $300K and bringing the position to 4,686 shares worth $1.14M. The position accounts for 0.1% of the portfolio, ranked #116.

Cascade Financial Partners first reported a position in IWD in Q1 2024 and has held it in 10 quarters since. 1,981 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Cascade Financial Partners held 4,686 shares of iShares Russell 1000 Value ETF worth $1.14M as of Q2 2026.
Cascade Financial Partners bought 1,289 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $300K.
iShares Russell 1000 Value ETF made up 0.1% of Cascade Financial Partners's portfolio in Q2 2026, its #116 holding.
Cascade Financial Partners first reported a position in iShares Russell 1000 Value ETF in Q1 2024 and has held it in 10 quarters since.
1,981 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.