Dynamic Financial Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Dynamic Financial Group’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	$3.03M	Buy	12,500 +548	+5%	+$128K	2.29%	6
2026 Q1	$2.55M	Sell	11,952 -8	-0.1%	-$1.75K	2.09%	6
2025 Q4	$2.52M	Sell	11,960 -564	-5%	-$117K	2.15%	6
2025 Q3	$2.55M	Buy	12,524 +367	+3%	+$73K	2.21%	5
2025 Q2	$2.36M	Sell	12,157 -10	-0.1%	-$1.85K	2.28%	5
2025 Q1	$2.29M	Buy	12,167 +6	+0%	+$1.14K	2.29%	5
2024 Q4	$2.25M	Buy	+12,161	New	+$2.33M	2.29%	5

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

Dynamic Financial Group's IWD Position: Q2 2026 in Review

Dynamic Financial Group increased its iShares Russell 1000 Value ETF (IWD) stake by 4.6% in Q2 2026, buying an estimated $128K and bringing the position to 12,500 shares worth $3.03M. The position accounts for 2.29% of the portfolio, ranked #6.

Dynamic Financial Group first reported a position in IWD in Q4 2024 and has held it in 7 quarters since. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Dynamic Financial Group held 12,500 shares of iShares Russell 1000 Value ETF worth $3.03M as of Q2 2026.
Dynamic Financial Group bought 548 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $128K.
iShares Russell 1000 Value ETF made up 2.29% of Dynamic Financial Group's portfolio in Q2 2026, its #6 holding.
Dynamic Financial Group first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 7 quarters since.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Dynamic Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.