Centaurus Financial’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $156K | Sell |
643
-129
| -17% | -$30K | 0.01% | 965 |
|
|
2026
Q1 | $165K | Buy |
772
+21
| +3% | +$4.6K | 0.01% | 880 |
|
|
2025
Q4 | $158K | Sell |
751
-62
| -8% | -$12.8K | 0.01% | 882 |
|
|
2025
Q3 | $166K | Buy |
813
+1
| +0.1% | +$199 | 0.01% | 859 |
|
|
2025
Q2 | $158K | Sell |
812
-126
| -13% | -$23.3K | 0.01% | 807 |
|
|
2025
Q1 | $176K | Buy |
938
+67
| +8% | +$12.8K | 0.01% | 715 |
|
|
2024
Q4 | $161K | Sell |
871
-69
| -7% | -$13.2K | 0.01% | 726 |
|
|
2024
Q3 | $178K | Buy |
940
+286
| +44% | +$52.1K | 0.01% | 669 |
|
|
2024
Q2 | $114K | Hold |
654
| – | – | 0.01% | 749 |
|
|
2024
Q1 | $117K | Sell |
654
-81
| -11% | -$13.7K | 0.01% | 730 |
|
|
2023
Q4 | $121K | Sell |
735
-538
| -42% | -$83.1K | 0.01% | 708 |
|
|
2023
Q3 | $193K | Sell |
1,273
-130
| -9% | -$20.6K | 0.02% | 578 |
|
|
2023
Q2 | $221K | Sell |
1,403
-258
| -16% | -$39.4K | 0.02% | 546 |
|
|
2023
Q1 | $253K | Buy |
1,661
+11
| +0.7% | +$1.7K | 0.02% | 601 |
|
|
2022
Q4 | $250K | Buy |
1,650
+610
| +59% | +$91.3K | 0.02% | 546 |
|
|
2022
Q3 | $141K | Buy |
1,040
+9
| +0.9% | +$1.35K | 0.01% | 713 |
|
|
2022
Q2 | $149K | Buy |
1,031
+139
| +16% | +$21.7K | 0.01% | 710 |
|
|
2022
Q1 | $148K | Hold |
892
| – | – | 0.01% | 753 |
|
|
2021
Q4 | $150K | Sell |
892
-28
| -3% | -$4.59K | 0.01% | 760 |
|
|
2021
Q3 | $144K | Buy |
920
+206
| +29% | +$33K | 0.01% | 742 |
|
|
2021
Q2 | $113K | Hold |
714
| – | – | 0.01% | 834 |
|
|
2021
Q1 | $108K | Buy |
+714
| New | +$103K | 0.01% | 764 |
|
|
2020
Q3 | – | Sell |
-1,253
| Closed | -$141K | – | 673 |
|
|
2020
Q2 | $141K | Sell |
1,253
-210
| -14% | -$23.1K | 0.02% | 512 |
|
|
2020
Q1 | $145K | Buy |
1,463
+370
| +34% | +$46.1K | 0.03% | 414 |
|
|
2019
Q4 | $149K | Buy |
+1,093
| New | +$144K | 0.02% | 518 |
|
|
2019
Q3 | – | Sell |
-1,659
| Closed | -$211K | – | 514 |
|
|
2019
Q2 | $211K | Sell |
1,659
-210
| -11% | -$26.3K | 0.03% | 415 |
|
|
2019
Q1 | $231K | Sell |
1,869
-1,131
| -38% | -$136K | 0.04% | 378 |
|
|
2018
Q4 | $340K | Hold |
3,000
| – | – | 0.08% | 245 |
|
|
2018
Q3 | $389K | Sell |
3,000
-2,857
| -49% | -$359K | 0.07% | 275 |
|
|
2018
Q2 | $711K | Buy |
5,857
+3,719
| +174% | +$452K | 0.1% | 221 |
|
|
2018
Q1 | $257K | Sell |
2,138
-1,230
| -37% | -$153K | 0.06% | 280 |
|
|
2017
Q4 | $419K | Buy |
+3,368
| New | +$408K | 0.11% | 204 |
|
Other funds holding IWD
Centaurus Financial's IWD Position: Q2 2026 in Review
Centaurus Financial reduced its iShares Russell 1000 Value ETF (IWD) stake by 17% in Q2 2026, selling an estimated $30K and leaving 643 shares worth $156K. The position accounts for 0.01% of the portfolio, ranked #965.
Centaurus Financial first reported a position in IWD in Q4 2017 and has held it in 32 quarters since. The position peaked at $711K in Q2 2018. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.
- Centaurus Financial held 643 shares of iShares Russell 1000 Value ETF worth $156K as of Q2 2026.
- Centaurus Financial sold 129 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $30K.
- iShares Russell 1000 Value ETF made up 0.01% of Centaurus Financial's portfolio in Q2 2026, its #965 holding.
- Centaurus Financial first reported a position in iShares Russell 1000 Value ETF in Q4 2017 and has held it in 32 quarters since.
- Centaurus Financial's iShares Russell 1000 Value ETF position peaked at $711K in Q2 2018.
- 1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.
Based on Centaurus Financial's 13F filing for Q2 2026, filed 17 Aug 2026.