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CFM Wealth Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

CFM Wealth 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 		$8.97M Buy
36,980
+1,326
+4% +$309K 1.14% 25
2026
Q1 		$7.62M Sell
35,654
-841
-2% -$184K 1.14% 23
2025
Q4 		$7.68M Sell
36,495
-421
-1% -$87K 1.11% 24
2025
Q3 		$7.52M Buy
36,916
+156
+0.4% +$31K 1.09% 25
2025
Q2 		$7.14M Buy
36,760
+992
+3% +$184K 1.14% 24
2025
Q1 		$6.73M Buy
35,768
+424
+1% +$80.7K 1.19% 23
2024
Q4 		$6.54M Buy
35,344
+251
+0.7% +$48.1K 1.1% 24
2024
Q3 		$6.66M Buy
35,093
+442
+1% +$80.5K 1.16% 23
2024
Q2 		$6.05M Buy
34,651
+2,791
+9% +$488K 1.11% 21
2024
Q1 		$5.71M Sell
31,860
-188
-0.6% -$31.8K 1.15% 25
2023
Q4 		$5.3M Buy
32,048
+6,828
+27% +$1.05M 1.2% 21
2023
Q3 		$3.83M Buy
25,220
+6,665
+36% +$1.06M 1% 29
2023
Q2 		$2.93M Sell
18,555
-1,287
-6% -$197K 0.71% 41
2023
Q1 		$3.02M Hold
19,842
– – 0.81% 35
2022
Q4 		$3.01M Sell
19,842
-719
-3% -$108K 0.9% 32
2022
Q3 		$2.8M Sell
20,561
-36
-0.2% -$5.41K 0.89% 30
2022
Q2 		$2.99M Hold
20,597
– – 0.9% 29
2022
Q1 		$3.42M Buy
20,597
+9,068
+79% +$1.49M 0.82% 30
2021
Q4 		$1.94M Buy
11,529
+374
+3% +$61.3K 0.43% 56
2021
Q3 		$1.75M Hold
11,155
– – 0.44% 54
2021
Q2 		$1.77M Sell
11,155
-627
-5% -$99.3K 0.47% 50
2021
Q1 		$1.79M Buy
11,782
+593
+5% +$85.8K 0.54% 47
2020
Q4 		$1.53M Buy
11,189
+558
+5% +$71.6K 0.49% 52
2020
Q3 		$1.25M Buy
10,631
+2,424
+30% +$287K 0.46% 47
2020
Q2 		$924K Hold
8,207
– – 0.35% 59
2020
Q1 		$814K Buy
8,207
+237
+3% +$29.5K 0.38% 54
2019
Q4 		$1.1M Buy
+7,970
New +$1.05M 0.41% 53

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

CFM Wealth Partners's IWD Position: Q2 2026 in Review

CFM Wealth Partners increased its iShares Russell 1000 Value ETF (IWD) stake by 3.7% in Q2 2026, buying an estimated $309K and bringing the position to 36,980 shares worth $8.97M. The position accounts for 1.14% of the portfolio, ranked #25.

CFM Wealth Partners first reported a position in IWD in Q4 2019 and has held it in 27 quarters since. 1,975 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • CFM Wealth Partners held 36,980 shares of iShares Russell 1000 Value ETF worth $8.97M as of Q2 2026.
  • CFM Wealth Partners bought 1,326 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $309K.
  • iShares Russell 1000 Value ETF made up 1.14% of CFM Wealth Partners's portfolio in Q2 2026, its #25 holding.
  • CFM Wealth Partners first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,975 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on CFM Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.