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David Kennon’s iShares Russell 1000 Value ETF IWD Stock Holding History

David Kennon’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 		$2.04M Buy
8,424
+51
+0.6% +$11.9K 0.67% 28
2026
Q1 		$1.79M Buy
8,373
+389
+5% +$85.2K 0.64% 24
2025
Q4 		$1.68M Buy
7,984
+334
+4% +$69K 0.6% 25
2025
Q3 		$1.56M Buy
7,650
+93
+1% +$18.5K 0.56% 25
2025
Q2 		$1.47M Buy
7,557
+278
+4% +$51.5K 0.55% 25
2025
Q1 		$1.37M Buy
7,279
+397
+6% +$75.6K 0.55% 26
2024
Q4 		$1.27M Buy
6,882
+250
+4% +$48K 0.5% 26
2024
Q3 		$1.26M Buy
6,632
+140
+2% +$25.5K 0.5% 26
2024
Q2 		$1.13M Buy
6,492
+601
+10% +$105K 0.48% 27
2024
Q1 		$1.06M Buy
+5,891
New +$997K 0.45% 27

Other funds holding IWD

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

David Kennon's IWD Position: Q2 2026 in Review

David Kennon increased its iShares Russell 1000 Value ETF (IWD) stake by 0.61% in Q2 2026, buying an estimated $11.9K and bringing the position to 8,424 shares worth $2.04M. The position accounts for 0.67% of the portfolio, ranked #28.

David Kennon first reported a position in IWD in Q1 2024 and has held it in 10 quarters since. 552 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • David Kennon held 8,424 shares of iShares Russell 1000 Value ETF worth $2.04M as of Q2 2026.
  • David Kennon bought 51 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $11.9K.
  • iShares Russell 1000 Value ETF made up 0.67% of David Kennon's portfolio in Q2 2026, its #28 holding.
  • David Kennon first reported a position in iShares Russell 1000 Value ETF in Q1 2024 and has held it in 10 quarters since.
  • 552 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on David Kennon's 13F filing for Q2 2026, filed 22 Jul 2026.