Cathy Pareto & Associates’s iShares Russell 1000 Value ETF IWD Stock Holding History

Cathy Pareto & Associates’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	$406K	Buy	1,676 +6	+0.4%	+$1.4K	0.24%	63
2026 Q1	$357K	Buy	1,670 +6	+0.4%	+$1.31K	0.24%	67
2025 Q4	$350K	Buy	1,664 +8	+0.5%	+$1.65K	0.24%	69
2025 Q3	$337K	Sell	1,656 -368	-18%	-$73.2K	0.25%	68
2025 Q2	$393K	Buy	2,024 +209	+12%	+$38.7K	0.32%	60
2025 Q1	$342K	Sell	1,815 -98	-5%	-$18.7K	0.3%	63
2024 Q4	$354K	Buy	+1,913	New	+$367K	0.33%	55

Other funds holding IWD

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

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 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

Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return

BWCS

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Cathy Pareto & Associates's IWD Position: Q2 2026 in Review

Cathy Pareto & Associates increased its iShares Russell 1000 Value ETF (IWD) stake by 0.36% in Q2 2026, buying an estimated $1.4K and bringing the position to 1,676 shares worth $406K. The position accounts for 0.24% of the portfolio, ranked #63.

Cathy Pareto & Associates first reported a position in IWD in Q4 2024 and has held it in 7 quarters since. 552 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Cathy Pareto & Associates held 1,676 shares of iShares Russell 1000 Value ETF worth $406K as of Q2 2026.
Cathy Pareto & Associates bought 6 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $1.4K.
iShares Russell 1000 Value ETF made up 0.24% of Cathy Pareto & Associates's portfolio in Q2 2026, its #63 holding.
Cathy Pareto & Associates first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 7 quarters since.
552 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Cathy Pareto & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.