Delap Wealth Advisory’s iShares Russell 1000 Value ETF IWD Stock Holding History

Delap Wealth Advisory’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	$390K	Sell	1,607 -22	-1%	-$5.12K	0.13%	66
2026 Q1	$348K	Hold	1,629	–	–	0.13%	69
2025 Q4	$343K	Sell	1,629 -22	-1%	-$4.54K	0.13%	76
2025 Q3	$337K	Hold	1,651	–	–	0.14%	67
2025 Q2	$321K	Buy	1,651 +22	+1%	+$4.07K	0.15%	61
2025 Q1	$307K	Hold	1,629	–	–	0.17%	60
2024 Q4	$302K	Buy	+1,629	New	+$312K	0.18%	59

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Delap Wealth Advisory's IWD Position: Q2 2026 in Review

Delap Wealth Advisory reduced its iShares Russell 1000 Value ETF (IWD) stake by 1.4% in Q2 2026, selling an estimated $5.12K and leaving 1,607 shares worth $390K. The position accounts for 0.13% of the portfolio, ranked #66.

Delap Wealth Advisory first reported a position in IWD in Q4 2024 and has held it in 7 quarters since. 1,980 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Delap Wealth Advisory held 1,607 shares of iShares Russell 1000 Value ETF worth $390K as of Q2 2026.
Delap Wealth Advisory sold 22 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $5.12K.
iShares Russell 1000 Value ETF made up 0.13% of Delap Wealth Advisory's portfolio in Q2 2026, its #66 holding.
Delap Wealth Advisory first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 7 quarters since.
1,980 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Delap Wealth Advisory's 13F filing for Q2 2026, filed 4 Aug 2026.