DiNuzzo Private Wealth’s iShares Russell 1000 Value ETF IWD Stock Holding History

DiNuzzo Private Wealth’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	$960K	Hold	3,958	–	–	0.09%	42
2026 Q1	$846K	Hold	3,958	–	–	0.09%	43
2025 Q4	$833K	Hold	3,958	–	–	0.09%	42
2025 Q3	$798K	Hold	3,958	–	–	0.09%	40
2025 Q2	$769K	Hold	3,958	–	–	0.09%	42
2025 Q1	$745K	Hold	3,958	–	–	0.09%	40
2024 Q4	$733K	Hold	3,958	–	–	0.09%	41
2024 Q3	$751K	Buy	3,958 +1,764	+80%	+$321K	0.09%	40
2024 Q2	$383K	Hold	2,194	–	–	0.05%	40
2024 Q1	$393K	Sell	2,194 -152	-6%	-$25.7K	0.05%	41
2023 Q4	$388K	Buy	+2,346	New	+$362K	0.06%	38

Other funds holding IWD

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 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

Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return

DiNuzzo Private Wealth's IWD Position: Q2 2026 in Review

DiNuzzo Private Wealth held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 3,958 shares worth $960K. The position accounts for 0.09% of the portfolio, ranked #42.

DiNuzzo Private Wealth first reported a position in IWD in Q4 2023 and has held it in 11 quarters since. 819 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

DiNuzzo Private Wealth held 3,958 shares of iShares Russell 1000 Value ETF worth $960K as of Q2 2026.
DiNuzzo Private Wealth left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.09% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #42 holding.
DiNuzzo Private Wealth first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 11 quarters since.
819 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.