Curran Financial Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Curran Financial 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	$1.07M	Buy	4,413 +483	+12%	+$113K	0.16%	66
2026 Q1	$840K	Buy	3,930 +2	+0.1%	+$438	0.15%	68
2025 Q4	$826K	Buy	3,928 +28	+0.7%	+$5.78K	0.16%	72
2025 Q3	$794K	Buy	3,900 +7	+0.2%	+$1.39K	0.16%	76
2025 Q2	$756K	Buy	3,893 +1,487	+62%	+$275K	0.17%	70
2025 Q1	$453K	Buy	2,406 +29	+1%	+$5.52K	0.11%	68
2024 Q4	$440K	Buy	2,377 +162	+7%	+$31.1K	0.12%	65
2024 Q3	$420K	Sell	2,215 -37	-2%	-$6.74K	0.12%	66
2024 Q2	$393K	Sell	2,252 -24	-1%	-$4.2K	0.13%	64
2024 Q1	$408K	Buy	2,276 +90	+4%	+$15.2K	0.14%	60
2023 Q4	$359K	Buy	+2,186	New	+$338K	0.14%	59
2023 Q3	–	Sell	-2,169	Closed	-$342K	–	78
2023 Q2	$342K	Buy	2,169 +6	+0.3%	+$917	0.15%	57
2023 Q1	$329K	Sell	2,163 -282	-12%	-$43.5K	0.16%	53
2022 Q4	$371K	Buy	2,445 +21	+0.9%	+$3.14K	0.18%	52
2022 Q3	$330K	Buy	2,424 +9	+0.4%	+$1.35K	0.17%	46
2022 Q2	$350K	Sell	2,415 -71	-3%	-$11.1K	0.17%	47
2022 Q1	$413K	Sell	2,486 -15	-0.6%	-$2.46K	0.17%	57
2021 Q4	$420K	Buy	2,501 +1,062	+74%	+$174K	0.18%	50
2021 Q3	$225K	Sell	1,439 -10	-0.7%	-$1.6K	0.12%	56
2021 Q2	$230K	Buy	+1,449	New	+$229K	0.13%	61

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

Curran Financial Partners's IWD Position: Q2 2026 in Review

Curran Financial Partners increased its iShares Russell 1000 Value ETF (IWD) stake by 12% in Q2 2026, buying an estimated $113K and bringing the position to 4,413 shares worth $1.07M. The position accounts for 0.16% of the portfolio, ranked #66.

Curran Financial Partners first reported a position in IWD in Q2 2021 and has held it in 20 quarters since. 1,980 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Curran Financial Partners held 4,413 shares of iShares Russell 1000 Value ETF worth $1.07M as of Q2 2026.
Curran Financial Partners bought 483 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $113K.
iShares Russell 1000 Value ETF made up 0.16% of Curran Financial Partners's portfolio in Q2 2026, its #66 holding.
Curran Financial Partners first reported a position in iShares Russell 1000 Value ETF in Q2 2021 and has held it in 20 quarters since.
1,980 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Curran Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.