Collective Family Office’s iShares Russell 1000 Value ETF IWD Stock Holding History

Collective Family Office’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	$909K	Buy	3,751 +203	+6%	+$47.3K	0.19%	86
2026 Q1	$758K	Sell	3,548 -242	-6%	-$53K	0.17%	90
2025 Q4	$797K	Sell	3,790 -2,007	-35%	-$415K	0.18%	87
2025 Q3	$1.18M	Hold	5,797	–	–	0.28%	69
2025 Q2	$1.13M	Sell	5,797 -1,325	-19%	-$245K	0.29%	69
2025 Q1	$1.34M	Sell	7,122 -334	-4%	-$63.6K	0.36%	58
2024 Q4	$1.38M	Sell	7,456 -12	-0.2%	-$2.3K	0.38%	57
2024 Q3	$1.42M	Sell	7,468 -34	-0.5%	-$6.19K	0.39%	58
2024 Q2	$1.31M	Buy	+7,502	New	+$1.31M	0.39%	60

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

Collective Family Office's IWD Position: Q2 2026 in Review

Collective Family Office increased its iShares Russell 1000 Value ETF (IWD) stake by 5.7% in Q2 2026, buying an estimated $47.3K and bringing the position to 3,751 shares worth $909K. The position accounts for 0.19% of the portfolio, ranked #86.

Collective Family Office first reported a position in IWD in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.42M in Q3 2024. 1,980 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Collective Family Office held 3,751 shares of iShares Russell 1000 Value ETF worth $909K as of Q2 2026.
Collective Family Office bought 203 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $47.3K.
iShares Russell 1000 Value ETF made up 0.19% of Collective Family Office's portfolio in Q2 2026, its #86 holding.
Collective Family Office first reported a position in iShares Russell 1000 Value ETF in Q2 2024 and has held it in 9 quarters since.
Collective Family Office's iShares Russell 1000 Value ETF position peaked at $1.42M in Q3 2024.
1,980 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Collective Family Office's 13F filing for Q2 2026, filed 2 Jul 2026.