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Christensen King & Associates Investment Services’s iShares Russell 1000 Value ETF IWD Stock Holding History

Christensen King & Associates Investment Services’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 		$307K Hold
1,266
– – 0.12% 82
2026
Q1 		$270K Sell
1,266
-4
-0.3% -$876 0.12% 87
2025
Q4 		$267K Sell
1,270
-60
-5% -$12.4K 0.11% 90
2025
Q3 		$271K Buy
1,330
+103
+8% +$20.5K 0.12% 89
2025
Q2 		$238K Buy
1,227
+2
+0.2% +$370 0.11% 87
2025
Q1 		$232K Sell
1,225
-114
-9% -$21.7K 0.11% 87
2024
Q4 		$251K Buy
1,339
+116
+9% +$22.3K 0.12% 86
2024
Q3 		$232K Sell
1,223
-9
-0.7% -$1.64K 0.11% 88
2024
Q2 		$215K Sell
1,232
-282
-19% -$49.3K 0.11% 89
2024
Q1 		$271K Sell
1,514
-121
-7% -$20.5K 0.14% 83
2023
Q4 		$270K Buy
+1,635
New +$252K 0.14% 81

Other funds holding IWD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
OC
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
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

Christensen King & Associates Investment Services's IWD Position: Q2 2026 in Review

Christensen King & Associates Investment Services held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 1,266 shares worth $307K. The position accounts for 0.12% of the portfolio, ranked #82.

Christensen King & Associates Investment Services first reported a position in IWD in Q4 2023 and has held it in 11 quarters since. 1,057 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Christensen King & Associates Investment Services held 1,266 shares of iShares Russell 1000 Value ETF worth $307K as of Q2 2026.
  • Christensen King & Associates Investment Services left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Value ETF made up 0.12% of Christensen King & Associates Investment Services's portfolio in Q2 2026, its #82 holding.
  • Christensen King & Associates Investment Services first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,057 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Christensen King & Associates Investment Services's 13F filing for Q2 2026, filed 14 Jul 2026.