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

Curated 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	$279K	Hold	1,150	–	–	0.03%	185
2026 Q1	$246K	Buy	+1,150	New	+$252K	0.03%	184
2024 Q1	–	Sell	-3,777	Closed	-$624K	–	207
2023 Q4	$624K	Buy	+3,777	New	+$583K	0.1%	77
2021 Q3	–	Sell	-1,358	Closed	-$215K	–	146
2021 Q2	$215K	Buy	+1,358	New	+$215K	0.12%	140

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

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

Curated Wealth Partners held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 1,150 shares worth $279K. The position accounts for 0.03% of the portfolio, ranked #185.

Curated Wealth Partners first reported a position in IWD in Q2 2021 and has held it in 4 quarters since. The position peaked at $624K in Q4 2023. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Curated Wealth Partners held 1,150 shares of iShares Russell 1000 Value ETF worth $279K as of Q2 2026.
Curated Wealth Partners left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.03% of Curated Wealth Partners's portfolio in Q2 2026, its #185 holding.
Curated Wealth Partners first reported a position in iShares Russell 1000 Value ETF in Q2 2021 and has held it in 4 quarters since.
Curated Wealth Partners's iShares Russell 1000 Value ETF position peaked at $624K in Q4 2023.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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