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

Centerpoint Advisory Group’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	$2.11M	Sell	8,698 -80	-0.9%	-$18.6K	1.34%	25
2026 Q1	$1.88M	Hold	8,778	–	–	1.41%	24
2025 Q4	$1.85M	Sell	8,778 -65	-0.7%	-$13.4K	1.42%	22
2025 Q3	$1.8M	Sell	8,843 -694	-7%	-$138K	1.4%	22
2025 Q2	$1.85M	Sell	9,537 -1,443	-13%	-$267K	1.61%	22
2025 Q1	$2.07M	Buy	10,980 +325	+3%	+$61.9K	2.03%	17
2024 Q4	$1.97M	Buy	+10,655	New	+$2.04M	1.91%	18

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 Advisory Group's IWD Position: Q2 2026 in Review

Centerpoint Advisory Group reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.91% in Q2 2026, selling an estimated $18.6K and leaving 8,698 shares worth $2.11M. The position accounts for 1.34% of the portfolio, ranked #25.

Centerpoint Advisory Group first reported a position in IWD in Q4 2024 and has held it in 7 quarters since. 1,975 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Centerpoint Advisory Group held 8,698 shares of iShares Russell 1000 Value ETF worth $2.11M as of Q2 2026.
Centerpoint Advisory Group sold 80 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $18.6K.
iShares Russell 1000 Value ETF made up 1.34% of Centerpoint Advisory Group's portfolio in Q2 2026, its #25 holding.
Centerpoint Advisory Group first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 7 quarters since.
1,975 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Centerpoint Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.