EWP
IWD icon

Elevation Wealth Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Elevation Wealth Partners’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 		$291K Sell
1,201
-19
-2% -$4.43K 0.09% 112
2026
Q1 		$261K Buy
1,220
+5
+0.4% +$1.09K 0.09% 102
2025
Q4 		$256K Buy
1,215
+934
+332% +$193K 0.09% 104
2025
Q3 		$57.3K Buy
281
+1
+0.4% +$199 0.02% 229
2025
Q2 		$54.4K Buy
280
+1
+0.4% +$185 0.02% 222
2025
Q1 		$52.5K Buy
279
+1
+0.4% +$190 0.02% 222
2024
Q4 		$51.4K Buy
278
+2
+0.7% +$384 0.02% 226
2024
Q3 		$52.4K Sell
276
-10,788
-98% -$1.97M 0.02% 218
2024
Q2 		$1.93M Buy
11,064
+2,380
+27% +$416K 0.91% 27
2024
Q1 		$1.56M Buy
8,684
+1,654
+24% +$280K 0.78% 28
2023
Q4 		$1.07M Buy
+7,030
New +$1.09M 0.64% 32

Other funds holding IWD

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
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
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
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Elevation Wealth Partners's IWD Position: Q2 2026 in Review

Elevation Wealth Partners reduced its iShares Russell 1000 Value ETF (IWD) stake by 1.6% in Q2 2026, selling an estimated $4.43K and leaving 1,201 shares worth $291K. The position accounts for 0.09% of the portfolio, ranked #112.

Elevation Wealth Partners first reported a position in IWD in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.93M in Q2 2024. 842 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Elevation Wealth Partners held 1,201 shares of iShares Russell 1000 Value ETF worth $291K as of Q2 2026.
  • Elevation Wealth Partners sold 19 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $4.43K.
  • iShares Russell 1000 Value ETF made up 0.09% of Elevation Wealth Partners's portfolio in Q2 2026, its #112 holding.
  • Elevation Wealth Partners first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 11 quarters since.
  • Elevation Wealth Partners's iShares Russell 1000 Value ETF position peaked at $1.93M in Q2 2024.
  • 842 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.