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

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

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. 1,978 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.
1,978 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.