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

Dynasty 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	$176M	Buy	725,606 +67,235	+10%	+$15.7M	1.31%	23
2026 Q1	$141M	Buy	658,371 +262,534	+66%	+$57.5M	1.23%	26
2025 Q4	$83.3M	Buy	+395,837	New	+$81.8M	0.82%	29
2025 Q1	–	Sell	-118,422	Closed	-$21.9M	–	256
2024 Q4	$21.9M	Buy	118,422 +109,552	+1,235%	+$21M	0.38%	41
2024 Q3	$2.45M	Buy	+8,870	New	+$1.62M	0.07%	62

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

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

Dynasty Wealth Management increased its iShares Russell 1000 Value ETF (IWD) stake by 10% in Q2 2026, buying an estimated $15.7M and bringing the position to 725,606 shares worth $176M. The position accounts for 1.31% of the portfolio, ranked #23.

Dynasty Wealth Management first reported a position in IWD in Q3 2024 and has held it in 5 quarters since. 1,977 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Dynasty Wealth Management held 725,606 shares of iShares Russell 1000 Value ETF worth $176M as of Q2 2026.
Dynasty Wealth Management bought 67,235 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $15.7M.
iShares Russell 1000 Value ETF made up 1.31% of Dynasty Wealth Management's portfolio in Q2 2026, its #23 holding.
Dynasty Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q3 2024 and has held it in 5 quarters since.
1,977 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.