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

Community Financial Services 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 		$133K Buy
545
+10
+2% +$2.33K 0.02% 155
2026
Q1 		$115K Buy
+535
New +$117K 0.02% 139
2025
Q1 		– Sell
-1,163
Closed -$215K – 106
2024
Q4 		$215K Sell
1,163
-51
-4% -$9.78K 0.04% 115
2024
Q3 		$230K Hold
1,214
– – 0.05% 114
2024
Q2 		$212K Sell
1,214
-25
-2% -$4.37K 0.05% 117
2024
Q1 		$222K Buy
+1,239
New +$210K 0.05% 134
2021
Q4 		$296K Buy
+1,763
New +$289K 0.07% 93

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

Community Financial Services Group's IWD Position: Q2 2026 in Review

Community Financial Services Group increased its iShares Russell 1000 Value ETF (IWD) stake by 1.9% in Q2 2026, buying an estimated $2.33K and bringing the position to 545 shares worth $133K. The position accounts for 0.02% of the portfolio, ranked #155.

Community Financial Services Group first reported a position in IWD in Q4 2021 and has held it in 7 quarters since. The position peaked at $296K in Q4 2021. 462 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Community Financial Services Group held 545 shares of iShares Russell 1000 Value ETF worth $133K as of Q2 2026.
  • Community Financial Services Group bought 10 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $2.33K.
  • iShares Russell 1000 Value ETF made up 0.02% of Community Financial Services Group's portfolio in Q2 2026, its #155 holding.
  • Community Financial Services Group first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and has held it in 7 quarters since.
  • Community Financial Services Group's iShares Russell 1000 Value ETF position peaked at $296K in Q4 2021.
  • 462 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.