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

Daymark 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 		$1.22M Buy
5,022
+3,728
+288% +$868K 0.03% 310
2026
Q1 		$276K Buy
1,294
+60
+5% +$13.1K 0.01% 602
2025
Q4 		$260K Buy
1,234
+27
+2% +$5.58K 0.01% 523
2025
Q3 		$246K Sell
1,207
-135
-10% -$26.9K 0.01% 540
2025
Q2 		$261K Buy
1,342
+202
+18% +$37.4K 0.01% 474
2025
Q1 		$215K Buy
1,140
+2
+0.2% +$381 0.01% 478
2024
Q4 		$211K Sell
1,138
-555
-33% -$106K 0.01% 474
2024
Q3 		$321K Buy
1,693
+382
+29% +$69.6K 0.01% 408
2024
Q2 		$229K Buy
+1,311
New +$229K 0.01% 462

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

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

Daymark Wealth Partners increased its iShares Russell 1000 Value ETF (IWD) stake by 288% in Q2 2026, buying an estimated $868K and bringing the position to 5,022 shares worth $1.22M. The position accounts for 0.03% of the portfolio, ranked #310.

Daymark Wealth Partners first reported a position in IWD in Q2 2024 and has held it in 9 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Daymark Wealth Partners held 5,022 shares of iShares Russell 1000 Value ETF worth $1.22M as of Q2 2026.
  • Daymark Wealth Partners bought 3,728 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $868K.
  • iShares Russell 1000 Value ETF made up 0.03% of Daymark Wealth Partners's portfolio in Q2 2026, its #310 holding.
  • Daymark Wealth Partners first reported a position in iShares Russell 1000 Value ETF in Q2 2024 and has held it in 9 quarters since.
  • 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.