Centerpoint Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Centerpoint Advisors’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	$436K	Sell	1,800 -370	-17%	-$86.2K	0.12%	60
2026 Q1	$464K	Hold	2,170	–	–	0.15%	53
2025 Q4	$456K	Hold	2,170	–	–	0.14%	56
2025 Q3	$442K	Hold	2,170	–	–	0.14%	57
2025 Q2	$421K	Hold	2,170	–	–	0.14%	56
2025 Q1	$408K	Hold	2,170	–	–	0.15%	55
2024 Q4	$402K	Sell	2,170 -661	-23%	-$127K	0.14%	60
2024 Q3	$537K	Hold	2,831	–	–	0.19%	49
2024 Q2	$494K	Buy	+2,831	New	+$495K	0.18%	48
2023 Q1	–	Sell	-5	Closed	-$1K	–	606
2022 Q4	$1K	Sell	5 -21	-81%	-$3.14K	﹤0.01%	447
2022 Q3	$4K	Hold	26	–	–	﹤0.01%	278
2022 Q2	$4K	Hold	26	–	–	﹤0.01%	284
2022 Q1	$4K	Hold	26	–	–	﹤0.01%	284
2021 Q4	$4K	Hold	26	–	–	﹤0.01%	293
2021 Q3	$4K	Buy	+26	New	+$4.17K	﹤0.01%	235
2021 Q2	–	Sell	-70	Closed	-$11K	–	294
2021 Q1	$11K	Hold	70	–	–	0.01%	167
2020 Q4	$10K	Hold	70	–	–	0.01%	160
2020 Q3	$8K	Hold	70	–	–	0.01%	157
2020 Q2	$8K	Hold	70	–	–	0.01%	166
2020 Q1	$7K	Hold	70	–	–	0.01%	160
2019 Q4	$10K	Hold	70	–	–	0.01%	167
2019 Q3	$9K	Hold	70	–	–	0.01%	164
2019 Q2	$9K	Hold	70	–	–	0.01%	166
2019 Q1	$9K	Hold	70	–	–	0.01%	164
2018 Q4	$8K	Hold	70	–	–	0.01%	162
2018 Q3	$9K	Hold	70	–	–	0.01%	160
2018 Q2	$8K	Hold	70	–	–	0.01%	198
2018 Q1	$8K	Hold	70	–	–	0.01%	166
2017 Q4	$9K	Buy	+70	New	+$8.48K	0.01%	144

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

Centerpoint Advisors's IWD Position: Q2 2026 in Review

Centerpoint Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 17% in Q2 2026, selling an estimated $86.2K and leaving 1,800 shares worth $436K. The position accounts for 0.12% of the portfolio, ranked #60.

Centerpoint Advisors first reported a position in IWD in Q4 2017 and has held it in 29 quarters since. The position peaked at $537K in Q3 2024. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Centerpoint Advisors held 1,800 shares of iShares Russell 1000 Value ETF worth $436K as of Q2 2026.
Centerpoint Advisors sold 370 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $86.2K.
iShares Russell 1000 Value ETF made up 0.12% of Centerpoint Advisors's portfolio in Q2 2026, its #60 holding.
Centerpoint Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2017 and has held it in 29 quarters since.
Centerpoint Advisors's iShares Russell 1000 Value ETF position peaked at $537K in Q3 2024.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Centerpoint Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.