CWA Asset Management Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

CWA Asset Management 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	$561K	Buy	2,315 +52	+2%	+$12.1K	0.02%	487
2026 Q1	$484K	Sell	2,263 -1,392	-38%	-$305K	0.02%	498
2025 Q4	$769K	Hold	3,655	–	–	0.03%	391
2025 Q3	$744K	Sell	3,655 -1,221	-25%	-$243K	0.03%	408
2025 Q2	$947K	Buy	4,876 +2,613	+115%	+$484K	0.04%	333
2025 Q1	$426K	Sell	2,263 -1,162	-34%	-$221K	0.02%	454
2024 Q4	$634K	Sell	3,425 -41	-1%	-$7.86K	0.03%	342
2024 Q3	$658K	Buy	+3,466	New	+$631K	0.04%	320
2024 Q1	$1.05M	Sell	5,847 -862	-13%	-$146K	0.06%	218
2023 Q4	$1.11M	Hold	6,709	–	–	0.08%	160
2023 Q3	$1.02M	Sell	6,709 -794	-11%	-$126K	0.08%	146
2023 Q2	$1.18M	Sell	7,503 -797	-10%	-$122K	0.08%	129
2023 Q1	$1.26M	Buy	8,300 +298	+4%	+$46K	0.09%	123
2022 Q4	$1.21M	Sell	8,002 -74	-0.9%	-$11.1K	0.1%	131
2022 Q3	$1.1M	Hold	8,076	–	–	0.11%	113
2022 Q2	$1.17M	Hold	8,076	–	–	0.11%	114
2022 Q1	$1.34M	Hold	8,076	–	–	0.1%	117
2021 Q4	$1.36M	Buy	8,076 +45	+0.6%	+$7.37K	0.1%	126
2021 Q3	$1.26M	Hold	8,031	–	–	0.1%	124
2021 Q2	$1.28M	Buy	8,031 +5,401	+205%	+$855K	0.1%	121
2021 Q1	$399K	Buy	+2,630	New	+$381K	0.04%	185
2020 Q1	–	Sell	-1,656	Closed	-$226K	–	247
2019 Q4	$226K	Sell	1,656 -429	-21%	-$56.5K	0.04%	208
2019 Q3	$268K	Buy	2,085 +429	+26%	+$54.5K	0.04%	177
2019 Q2	$211K	Buy	+1,656	New	+$207K	0.04%	207

Other funds holding IWD

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

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 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

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

CWA Asset Management Group's IWD Position: Q2 2026 in Review

CWA Asset Management Group increased its iShares Russell 1000 Value ETF (IWD) stake by 2.3% in Q2 2026, buying an estimated $12.1K and bringing the position to 2,315 shares worth $561K. The position accounts for 0.02% of the portfolio, ranked #487.

CWA Asset Management Group first reported a position in IWD in Q2 2019 and has held it in 24 quarters since. The position peaked at $1.36M in Q4 2021. 695 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

CWA Asset Management Group held 2,315 shares of iShares Russell 1000 Value ETF worth $561K as of Q2 2026.
CWA Asset Management Group bought 52 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $12.1K.
iShares Russell 1000 Value ETF made up 0.02% of CWA Asset Management Group's portfolio in Q2 2026, its #487 holding.
CWA Asset Management Group first reported a position in iShares Russell 1000 Value ETF in Q2 2019 and has held it in 24 quarters since.
CWA Asset Management Group's iShares Russell 1000 Value ETF position peaked at $1.36M in Q4 2021.
695 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.