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Darwin Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Darwin Wealth Management’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 		$765K Sell
3,155
-190
-6% -$44.3K 0.21% 86
2026
Q1 		$715K Buy
3,345
+143
+4% +$31.3K 0.22% 83
2025
Q4 		$674K Buy
3,202
+209
+7% +$43.2K 0.21% 85
2025
Q3 		$609K Sell
2,993
-18
-0.6% -$3.58K 0.19% 84
2025
Q2 		$585K Sell
3,011
-918
-23% -$170K 0.2% 85
2025
Q1 		$728K Hold
3,929
– – 0.24% 84
2024
Q4 		$728K Sell
3,929
-550
-12% -$105K 0.24% 84
2024
Q3 		$850K Buy
+4,479
New +$816K 0.23% 79
2024
Q2 		– Sell
-10,677
Closed -$1.91M – 111
2024
Q1 		$1.91M Buy
10,677
+456
+4% +$77.2K 0.53% 58
2023
Q4 		$1.69M Sell
10,221
-88
-0.9% -$13.6K 0.45% 63
2023
Q3 		$1.57M Buy
10,309
+476
+5% +$75.5K 0.42% 67
2023
Q2 		$1.56M Buy
9,833
+1,788
+22% +$273K 0.4% 67
2023
Q1 		$1.25M Buy
8,045
+63
+0.8% +$9.73K 0.34% 69
2022
Q4 		$1.26M Sell
7,982
-322
-4% -$48.2K 0.33% 65
2022
Q3 		$1.17M Sell
8,304
-760
-8% -$114K 0.29% 71
2022
Q2 		$1.39M Buy
9,064
+2,145
+31% +$336K 0.28% 74
2022
Q1 		$1.15M Buy
6,919
+604
+10% +$99.2K 0.19% 88
2021
Q4 		$1.04M Buy
6,315
+1,112
+21% +$182K 0.16% 90
2021
Q3 		$814K Buy
5,203
+956
+23% +$153K 0.13% 94
2021
Q2 		$674K Buy
4,247
+411
+11% +$65.1K 0.11% 103
2021
Q1 		$581K Buy
3,836
+1,408
+58% +$204K 0.1% 105
2020
Q4 		$332K Buy
+2,428
New +$311K 0.06% 130
2020
Q2 		– Sell
-2,542
Closed -$251K – 450
2020
Q1 		$251K Buy
2,542
+1,070
+73% +$133K 0.08% 110
2019
Q4 		$201K Buy
+1,472
New +$194K 0.05% 154

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

Darwin Wealth Management's IWD Position: Q2 2026 in Review

Darwin Wealth Management reduced its iShares Russell 1000 Value ETF (IWD) stake by 5.7% in Q2 2026, selling an estimated $44.3K and leaving 3,155 shares worth $765K. The position accounts for 0.21% of the portfolio, ranked #86.

Darwin Wealth Management first reported a position in IWD in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.91M in Q1 2024. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Darwin Wealth Management held 3,155 shares of iShares Russell 1000 Value ETF worth $765K as of Q2 2026.
  • Darwin Wealth Management sold 190 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $44.3K.
  • iShares Russell 1000 Value ETF made up 0.21% of Darwin Wealth Management's portfolio in Q2 2026, its #86 holding.
  • Darwin Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and has held it in 24 quarters since.
  • Darwin Wealth Management's iShares Russell 1000 Value ETF position peaked at $1.91M in Q1 2024.
  • 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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