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

Crumly & 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 		$240K Sell
992
-391
-28% -$91.1K 0.05% 177
2026
Q1 		$296K Hold
1,383
– – 0.06% 158
2025
Q4 		$291K Sell
1,383
-3
-0.2% -$620 0.06% 154
2025
Q3 		$282K Sell
1,386
-3,023
-69% -$601K 0.06% 155
2025
Q2 		$856K Buy
+4,409
New +$817K 0.21% 67

Other funds holding IWD

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 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
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 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

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

Crumly & Associates reduced its iShares Russell 1000 Value ETF (IWD) stake by 28% in Q2 2026, selling an estimated $91.1K and leaving 992 shares worth $240K. The position accounts for 0.05% of the portfolio, ranked #177.

Crumly & Associates first reported a position in IWD in Q2 2025 and has held it in 5 quarters since. The position peaked at $856K in Q2 2025. 695 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Crumly & Associates held 992 shares of iShares Russell 1000 Value ETF worth $240K as of Q2 2026.
  • Crumly & Associates sold 391 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $91.1K.
  • iShares Russell 1000 Value ETF made up 0.05% of Crumly & Associates's portfolio in Q2 2026, its #177 holding.
  • Crumly & Associates first reported a position in iShares Russell 1000 Value ETF in Q2 2025 and has held it in 5 quarters since.
  • Crumly & Associates's iShares Russell 1000 Value ETF position peaked at $856K in Q2 2025.
  • 695 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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