Concord Wealth Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Concord Wealth Partners’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	$108K	Buy	+447	New	+$104K	0.01%	283
2026 Q1	–	Sell	-439	Closed	-$92.4K	–	498
2025 Q4	$92.4K	Buy	439 +3	+0.7%	+$620	0.01%	264
2025 Q3	$88.7K	Sell	436 -57	-12%	-$11.3K	0.01%	270
2025 Q2	$95.7K	Buy	493 +12	+2%	+$2.22K	0.01%	272
2025 Q1	$90.5K	Buy	481 +394	+453%	+$75K	0.01%	257
2024 Q4	$16.2K	Sell	87 -15	-15%	-$2.88K	﹤0.01%	482
2024 Q3	$19.4K	Buy	102 +4	+4%	+$729	﹤0.01%	475
2024 Q2	$17.2K	Sell	98 -69	-41%	-$12.1K	﹤0.01%	450
2024 Q1	$29.9K	Buy	167 +69	+70%	+$11.7K	0.01%	437
2023 Q4	$16.2K	Sell	98 -79	-45%	-$12.2K	﹤0.01%	507
2023 Q3	$26.8K	Buy	177 +28	+19%	+$4.44K	0.01%	466
2023 Q2	$23.5K	Buy	149 +10	+7%	+$1.53K	0.01%	481
2023 Q1	$21.2K	Buy	139 +10	+8%	+$1.54K	0.01%	483
2022 Q4	$19.6K	Buy	+129	New	+$19.3K	0.01%	531
2022 Q3	–	Sell	-92	Closed	-$13K	–	647
2022 Q2	$13K	Buy	92 +7	+8%	+$1.09K	﹤0.01%	635
2022 Q1	$14K	Sell	85 -279	-77%	-$45.8K	﹤0.01%	702
2021 Q4	$61K	Buy	364 +352	+2,933%	+$57.7K	0.01%	420
2021 Q3	$2K	Hold	12	–	–	﹤0.01%	756
2021 Q2	$2K	Hold	12	–	–	﹤0.01%	892
2021 Q1	$2K	Sell	12 -1,141	-99%	-$165K	﹤0.01%	829
2020 Q4	$158K	Buy	+1,153	New	+$148K	0.12%	89

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

Concord Wealth Partners's IWD Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in iShares Russell 1000 Value ETF (IWD) in Q2 2026: 447 shares worth $108K. The stake represents 0.01% of the portfolio and ranks #283 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in IWD as recently as Q4 2025.

Concord Wealth Partners first reported a position in IWD in Q4 2020 and has held it in 21 quarters since. The position peaked at $158K in Q4 2020. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Concord Wealth Partners held 447 shares of iShares Russell 1000 Value ETF worth $108K as of Q2 2026.
iShares Russell 1000 Value ETF was a new Concord Wealth Partners position in Q2 2026.
iShares Russell 1000 Value ETF made up 0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #283 holding.
Concord Wealth Partners first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and has held it in 21 quarters since.
Concord Wealth Partners's iShares Russell 1000 Value ETF position peaked at $158K in Q4 2020.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.