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Eagle Strategies’s iShares Russell 1000 Value ETF IWD Stock Holding History

Eagle Strategies’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 		$3.26M Sell
13,439
-275
-2% -$64.1K 0.32% 71
2026
Q1 		$2.93M Buy
13,714
+1,098
+9% +$240K 0.35% 67
2025
Q4 		$2.65M Buy
12,616
+1,320
+12% +$273K 0.34% 69
2025
Q3 		$2.3M Buy
11,296
+3,741
+50% +$744K 0.31% 75
2025
Q2 		$1.47M Sell
7,555
-91
-1% -$16.9K 0.22% 91
2025
Q1 		$1.44M Buy
7,646
+11
+0.1% +$2.1K 0.25% 82
2024
Q4 		$1.41M Sell
7,635
-14
-0.2% -$2.69K 0.24% 79
2024
Q3 		$1.45M Sell
7,649
-58
-0.8% -$10.6K 0.26% 79
2024
Q2 		$1.34M Buy
7,707
+2,261
+42% +$395K 0.26% 82
2024
Q1 		$975K Sell
5,446
-3,292
-38% -$557K 0.22% 107
2023
Q4 		$1.44M Buy
8,738
+76
+0.9% +$11.7K 0.31% 71
2023
Q3 		$1.32M Sell
8,662
-68
-0.8% -$10.8K 0.32% 69
2023
Q2 		$1.38M Buy
8,730
+680
+8% +$104K 0.33% 64
2023
Q1 		$1.23M Sell
8,050
-18
-0.2% -$2.78K 0.31% 65
2022
Q4 		$1.22M Buy
8,068
+885
+12% +$132K 0.37% 63
2022
Q3 		$977K Sell
7,183
-988
-12% -$148K 0.51% 43
2022
Q2 		$1.19M Sell
8,171
-2,048
-20% -$320K 0.43% 54
2022
Q1 		$1.7M Sell
10,219
-43
-0.4% -$7.06K 0.66% 38
2021
Q4 		$1.72M Buy
+10,262
New +$1.68M 0.67% 41

Other funds holding IWD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
OC
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
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

Eagle Strategies's IWD Position: Q2 2026 in Review

Eagle Strategies reduced its iShares Russell 1000 Value ETF (IWD) stake by 2% in Q2 2026, selling an estimated $64.1K and leaving 13,439 shares worth $3.26M. The position accounts for 0.32% of the portfolio, ranked #71.

Eagle Strategies first reported a position in IWD in Q4 2021 and has held it in 19 quarters since. 1,057 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Eagle Strategies held 13,439 shares of iShares Russell 1000 Value ETF worth $3.26M as of Q2 2026.
  • Eagle Strategies sold 275 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $64.1K.
  • iShares Russell 1000 Value ETF made up 0.32% of Eagle Strategies's portfolio in Q2 2026, its #71 holding.
  • Eagle Strategies first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,057 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Eagle Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.