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Clayton Financial Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Clayton Financial 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 		$273K Sell
1,128
-1,147
-50% -$267K 0.15% 52
2026
Q1 		$486K Buy
2,275
+4
+0.2% +$876 0.25% 43
2025
Q4 		$478K Buy
2,271
+2,138
+1,608% +$442K 0.24% 42
2025
Q3 		$27.1K Buy
+133
New +$26.5K 0.02% 109
2025
Q2 		– Sell
-45,021
Closed -$8.47M – 63
2025
Q1 		$8.47M Buy
45,021
+373
+0.8% +$71K 3.11% 7
2024
Q4 		$8.27M Sell
44,648
-3
-0% -$575 2.98% 9
2024
Q3 		$8.47M Sell
44,651
-392
-0.9% -$71.4K 3.17% 9
2024
Q2 		$8.07M Buy
45,043
+17
+0% +$2.97K 3.49% 8
2024
Q1 		$8.06M Buy
45,026
+2,840
+7% +$481K 3.67% 8
2023
Q4 		$6.97M Buy
+42,186
New +$6.51M 4.34% 8

Other funds holding IWD

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

Clayton Financial Group's IWD Position: Q2 2026 in Review

Clayton Financial Group reduced its iShares Russell 1000 Value ETF (IWD) stake by 50% in Q2 2026, selling an estimated $267K and leaving 1,128 shares worth $273K. The position accounts for 0.15% of the portfolio, ranked #52.

Clayton Financial Group first reported a position in IWD in Q4 2023 and has held it in 10 quarters since. The position peaked at $8.47M in Q3 2024. 445 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Clayton Financial Group held 1,128 shares of iShares Russell 1000 Value ETF worth $273K as of Q2 2026.
  • Clayton Financial Group sold 1,147 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $267K.
  • iShares Russell 1000 Value ETF made up 0.15% of Clayton Financial Group's portfolio in Q2 2026, its #52 holding.
  • Clayton Financial Group first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 10 quarters since.
  • Clayton Financial Group's iShares Russell 1000 Value ETF position peaked at $8.47M in Q3 2024.
  • 445 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.