Empire Financial Management Company’s iShares Russell 1000 Value ETF IWD Stock Holding History

Empire Financial Management Company’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	$857K	Sell	3,537 -25	-0.7%	-$5.82K	0.34%	79
2026 Q1	$761K	Hold	3,562	–	–	0.17%	129
2025 Q4	$749K	Sell	3,562 -40	-1%	-$8.26K	0.16%	127
2025 Q3	$733K	Sell	3,602 -50	-1%	-$9.95K	0.17%	127
2025 Q2	$709K	Sell	3,652 -106	-3%	-$19.6K	0.2%	124
2025 Q1	$707K	Hold	3,758	–	–	0.22%	116
2024 Q4	$696K	Hold	3,758	–	–	0.22%	121
2024 Q3	$713K	Hold	3,758	–	–	0.22%	121
2024 Q2	$656K	Sell	3,758 -80	-2%	-$14K	0.22%	120
2024 Q1	$687K	Hold	3,838	–	–	0.23%	117
2023 Q4	$634K	Hold	3,838	–	–	0.25%	104
2023 Q3	$583K	Hold	3,838	–	–	0.25%	103
2023 Q2	$606K	Sell	3,838 -219	-5%	-$33.5K	0.24%	104
2023 Q1	$618K	Buy	+4,057	New	+$627K	0.25%	100

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 22.9% 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

Empire Financial Management Company's IWD Position: Q2 2026 in Review

Empire Financial Management Company reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.7% in Q2 2026, selling an estimated $5.82K and leaving 3,537 shares worth $857K. The position accounts for 0.34% of the portfolio, ranked #79.

Empire Financial Management Company first reported a position in IWD in Q1 2023 and has held it in 14 quarters since. 1,981 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Empire Financial Management Company held 3,537 shares of iShares Russell 1000 Value ETF worth $857K as of Q2 2026.
Empire Financial Management Company sold 25 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $5.82K.
iShares Russell 1000 Value ETF made up 0.34% of Empire Financial Management Company's portfolio in Q2 2026, its #79 holding.
Empire Financial Management Company first reported a position in iShares Russell 1000 Value ETF in Q1 2023 and has held it in 14 quarters since.
1,981 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Empire Financial Management Company's 13F filing for Q2 2026, filed 14 Aug 2026.