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Csenge Advisory Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Csenge Advisory 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 		$396K Buy
1,635
+66
+4% +$15.4K 0.02% 533
2026
Q1 		$335K Buy
1,569
+41
+3% +$8.98K 0.02% 529
2025
Q4 		$321K Buy
1,528
+135
+10% +$27.9K 0.01% 546
2025
Q3 		$284K Sell
1,393
-3,786
-73% -$753K 0.01% 555
2025
Q2 		$977K Sell
5,179
-255
-5% -$47.2K 0.05% 269
2025
Q1 		$958K Sell
5,434
-61
-1% -$11.6K 0.05% 253
2024
Q4 		$1.02M Sell
5,495
-316
-5% -$60.6K 0.06% 266
2024
Q3 		$1.11M Sell
5,811
-5,529
-49% -$1.01M 0.06% 249
2024
Q2 		$1.98M Buy
11,340
+9,925
+701% +$1.74M 0.11% 139
2024
Q1 		$253K Sell
1,415
-7
-0.5% -$1.18K 0.01% 598
2023
Q4 		$235K Sell
1,422
-72
-5% -$11.1K 0.01% 586
2023
Q3 		$227K Buy
+1,494
New +$237K 0.02% 556
2022
Q2 		– Sell
-1,514
Closed -$251K – 626
2022
Q1 		$251K Sell
1,514
-1,107
-42% -$182K 0.02% 541
2021
Q4 		$419K Buy
2,621
+1,098
+72% +$180K 0.04% 377
2021
Q3 		$241K Sell
1,523
-1,098
-42% -$176K 0.02% 512
2021
Q2 		$419K Buy
2,621
+1,005
+62% +$159K 0.04% 378
2021
Q1 		$250K Sell
1,616
-779
-33% -$113K 0.03% 426
2020
Q4 		$328K Buy
2,395
+204
+9% +$26.2K 0.04% 302
2020
Q3 		$262K Buy
+2,191
New +$260K 0.04% 322
2018
Q4 		– Sell
-168
Closed -$20K – 816
2018
Q3 		$20K Buy
+168
New +$21.1K 0.01% 394

Other funds holding IWD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
7WCP
71 West Capital Partners Boston, Massachusetts $2.89B AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Csenge Advisory Group's IWD Position: Q2 2026 in Review

Csenge Advisory Group increased its iShares Russell 1000 Value ETF (IWD) stake by 4.2% in Q2 2026, buying an estimated $15.4K and bringing the position to 1,635 shares worth $396K. The position accounts for 0.02% of the portfolio, ranked #533.

Csenge Advisory Group first reported a position in IWD in Q3 2018 and has held it in 20 quarters since. The position peaked at $1.98M in Q2 2024. 1,557 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Csenge Advisory Group held 1,635 shares of iShares Russell 1000 Value ETF worth $396K as of Q2 2026.
  • Csenge Advisory Group bought 66 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $15.4K.
  • iShares Russell 1000 Value ETF made up 0.02% of Csenge Advisory Group's portfolio in Q2 2026, its #533 holding.
  • Csenge Advisory Group first reported a position in iShares Russell 1000 Value ETF in Q3 2018 and has held it in 20 quarters since.
  • Csenge Advisory Group's iShares Russell 1000 Value ETF position peaked at $1.98M in Q2 2024.
  • 1,557 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.