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

Cyndeo 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 		$2.97M Buy
12,231
+1,169
+11% +$272K 0.14% 159
2026
Q1 		$2.36M Sell
11,062
-1,313
-11% -$288K 0.12% 159
2025
Q4 		$2.6M Buy
12,375
+2,604
+27% +$538K 0.14% 139
2025
Q3 		$1.99M Buy
9,771
+1
+0% +$199 0.11% 168
2025
Q2 		$1.9M Buy
9,770
+330
+3% +$61.1K 0.11% 165
2025
Q1 		$1.78M Buy
9,440
+5,007
+113% +$954K 0.12% 172
2024
Q4 		$821K Sell
4,433
-84
-2% -$16.1K 0.06% 238
2024
Q3 		$857K Sell
4,517
-2
-0% -$364 0.06% 233
2024
Q2 		$789K Sell
4,519
-58
-1% -$10.1K 0.06% 230
2024
Q1 		$820K Sell
4,577
-13
-0.3% -$2.2K 0.07% 219
2023
Q4 		$758K Buy
4,590
+79
+2% +$12.2K 0.07% 212
2023
Q3 		$685K Sell
4,511
-3
-0.1% -$476 0.07% 200
2023
Q2 		$712K Sell
4,514
-3,809
-46% -$582K 0.07% 191
2023
Q1 		$1.27M Sell
8,323
-1,171
-12% -$181K 0.14% 157
2022
Q4 		$1.44M Buy
+9,494
New +$1.42M 0.17% 144

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

Cyndeo Wealth Partners increased its iShares Russell 1000 Value ETF (IWD) stake by 11% in Q2 2026, buying an estimated $272K and bringing the position to 12,231 shares worth $2.97M. The position accounts for 0.14% of the portfolio, ranked #159.

Cyndeo Wealth Partners first reported a position in IWD in Q4 2022 and has held it in 15 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Cyndeo Wealth Partners held 12,231 shares of iShares Russell 1000 Value ETF worth $2.97M as of Q2 2026.
  • Cyndeo Wealth Partners bought 1,169 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $272K.
  • iShares Russell 1000 Value ETF made up 0.14% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #159 holding.
  • Cyndeo Wealth Partners first reported a position in iShares Russell 1000 Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.