Clune & Associates’s iShares Russell 1000 Value ETF IWD Stock Holding History

Clune & Associates’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	$272K	Buy	+1,123	New	+$262K	0.04%	146

Other funds holding IWD

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

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

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

Clune & Associates's IWD Position: Q2 2026 in Review

Clune & Associates opened a new position in iShares Russell 1000 Value ETF (IWD) in Q2 2026: 1,123 shares worth $272K. The stake represents 0.04% of the portfolio and ranks #146 among its holdings.

506 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Clune & Associates held 1,123 shares of iShares Russell 1000 Value ETF worth $272K as of Q2 2026.
iShares Russell 1000 Value ETF was a new Clune & Associates position in Q2 2026.
iShares Russell 1000 Value ETF made up 0.04% of Clune & Associates's portfolio in Q2 2026, its #146 holding.
506 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.