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

Cooper 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 		$1.55M Sell
6,407
-5,053
-44% -$1.18M 0.13% 120
2026
Q1 		$2.45M Buy
11,460
+3,758
+49% +$823K 0.25% 78
2025
Q4 		$1.62M Sell
7,702
-68
-0.9% -$14K 0.17% 98
2025
Q3 		$1.58M Sell
7,770
-140
-2% -$27.9K 0.18% 93
2025
Q2 		$1.54M Sell
7,910
-301
-4% -$55.7K 0.18% 99
2025
Q1 		$1.54M Sell
8,211
-147
-2% -$28K 0.2% 100
2024
Q4 		$1.55M Sell
8,358
-716
-8% -$137K 0.19% 99
2024
Q3 		$1.72M Sell
9,074
-116
-1% -$21.1K 0.22% 80
2024
Q2 		$1.6M Sell
9,190
-735
-7% -$129K 0.24% 80
2024
Q1 		$1.78M Buy
9,925
+9
+0.1% +$1.52K 0.29% 65
2023
Q4 		$1.64M Sell
9,916
-319
-3% -$49.3K 0.3% 63
2023
Q3 		$1.55M Sell
10,235
-253
-2% -$40.1K 0.37% 60
2023
Q2 		$1.66M Sell
10,488
-122
-1% -$18.7K 0.41% 55
2023
Q1 		$1.62M Sell
10,610
-516
-5% -$79.7K 0.44% 53
2022
Q4 		$1.69M Sell
11,126
-121
-1% -$18.1K 0.52% 39
2022
Q3 		$1.53M Sell
11,247
-764
-6% -$115K 0.55% 47
2022
Q2 		$1.74M Buy
12,011
+171
+1% +$26.7K 0.63% 42
2022
Q1 		$1.97M Sell
11,840
-854
-7% -$140K 0.75% 29
2021
Q4 		$2.13M Sell
12,694
-186
-1% -$30.5K 0.8% 25
2021
Q3 		$2.02M Sell
12,880
-78
-0.6% -$12.5K 0.42% 37
2021
Q2 		$2.06M Buy
12,958
+11
+0.1% +$1.74K 0.42% 38
2021
Q1 		$1.96M Sell
12,947
-6,508
-33% -$942K 0.44% 38
2020
Q4 		$2.66M Buy
19,455
+5,366
+38% +$688K 0.54% 32
2020
Q3 		$1.66M Buy
14,089
+81
+0.6% +$9.61K 0.48% 36
2020
Q2 		$1.58M Buy
14,008
+465
+3% +$51.1K 0.51% 34
2020
Q1 		$1.34M Buy
13,543
+709
+6% +$88.4K 0.56% 27
2019
Q4 		$1.75M Sell
12,834
-365
-3% -$48.1K 0.7% 24
2019
Q3 		$1.69M Sell
13,199
-468
-3% -$59.5K 0.76% 24
2019
Q2 		$1.74M Buy
13,667
+260
+2% +$32.5K 0.84% 23
2019
Q1 		$1.66M Buy
13,407
+1,033
+8% +$124K 0.91% 22
2018
Q4 		$1.37M Buy
+12,374
New +$1.48M 0.93% 24

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

Cooper Financial Group reduced its iShares Russell 1000 Value ETF (IWD) stake by 44% in Q2 2026, selling an estimated $1.18M and leaving 6,407 shares worth $1.55M. The position accounts for 0.13% of the portfolio, ranked #120.

Cooper Financial Group first reported a position in IWD in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.66M in Q4 2020. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Cooper Financial Group held 6,407 shares of iShares Russell 1000 Value ETF worth $1.55M as of Q2 2026.
  • Cooper Financial Group sold 5,053 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $1.18M.
  • iShares Russell 1000 Value ETF made up 0.13% of Cooper Financial Group's portfolio in Q2 2026, its #120 holding.
  • Cooper Financial Group first reported a position in iShares Russell 1000 Value ETF in Q4 2018 and has held it in 31 quarters since.
  • Cooper Financial Group's iShares Russell 1000 Value ETF position peaked at $2.66M in Q4 2020.
  • 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.