DSG Capital Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

DSG Capital Advisors’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	$703K	Hold	2,854	–	–	0.1%	86
2026 Q1	$610K	Hold	2,854	–	–	0.1%	89
2025 Q4	$626K	Sell	2,854 -1,052	-27%	-$217K	0.1%	91
2025 Q3	$795K	Hold	3,906	–	–	0.13%	79
2025 Q2	$759K	Hold	3,906	–	–	0.13%	82
2025 Q1	$735K	Hold	3,906	–	–	0.15%	79
2024 Q4	$723K	Buy	+3,906	New	+$749K	0.13%	80

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

DSG Capital Advisors's IWD Position: Q2 2026 in Review

DSG Capital Advisors held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 2,854 shares worth $703K. The position accounts for 0.1% of the portfolio, ranked #86.

DSG Capital Advisors first reported a position in IWD in Q4 2024 and has held it in 7 quarters since. The position peaked at $795K in Q3 2025. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

DSG Capital Advisors held 2,854 shares of iShares Russell 1000 Value ETF worth $703K as of Q2 2026.
DSG Capital Advisors left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.1% of DSG Capital Advisors's portfolio in Q2 2026, its #86 holding.
DSG Capital Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 7 quarters since.
DSG Capital Advisors's iShares Russell 1000 Value ETF position peaked at $795K in Q3 2025.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on DSG Capital Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.