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

Diversify 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	$1.86M	Sell	7,454 -1,666	-18%	-$388K	0.03%	437
2026 Q1	$2.07M	Buy	9,120 +1,665	+22%	+$365K	0.04%	368
2025 Q4	$1.62M	Buy	7,455 +784	+12%	+$162K	0.08%	242
2025 Q3	$1.36M	Buy	6,671 +465	+7%	+$92.5K	0.08%	236
2025 Q2	$1.22M	Sell	6,206 -112	-2%	-$20.7K	0.08%	245
2025 Q1	$1.15M	Buy	6,318 +51	+0.8%	+$9.71K	0.09%	224
2024 Q4	$1.15M	Buy	6,267 +1,285	+26%	+$246K	0.09%	199
2024 Q3	$951K	Buy	+4,982	New	+$908K	0.09%	199

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

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

Diversify Wealth Management reduced its iShares Russell 1000 Value ETF (IWD) stake by 18% in Q2 2026, selling an estimated $388K and leaving 7,454 shares worth $1.86M. The position accounts for 0.03% of the portfolio, ranked #437.

Diversify Wealth Management first reported a position in IWD in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.07M in Q1 2026. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Diversify Wealth Management held 7,454 shares of iShares Russell 1000 Value ETF worth $1.86M as of Q2 2026.
Diversify Wealth Management sold 1,666 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $388K.
iShares Russell 1000 Value ETF made up 0.03% of Diversify Wealth Management's portfolio in Q2 2026, its #437 holding.
Diversify Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q3 2024 and has held it in 8 quarters since.
Diversify Wealth Management's iShares Russell 1000 Value ETF position peaked at $2.07M in Q1 2026.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.