EWM
IWD icon

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

Empirical 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 		$3.96M Sell
16,346
-440
-3% -$102K 0.06% 185
2026
Q1 		$3.59M Buy
16,786
+2,840
+20% +$622K 0.06% 178
2025
Q4 		$2.93M Buy
13,946
+7,211
+107% +$1.49M 0.05% 199
2025
Q3 		$1.37M Buy
6,735
+1
+0% +$199 0.03% 284
2025
Q2 		$1.31M Buy
6,734
+1,615
+32% +$299K 0.03% 280
2025
Q1 		$963K Sell
5,119
-181
-3% -$34.5K 0.02% 304
2024
Q4 		$981K Hold
5,300
– – 0.03% 281
2024
Q3 		$1.01M Buy
5,300
+55
+1% +$10K 0.03% 267
2024
Q2 		$915K Buy
5,245
+189
+4% +$33K 0.03% 270
2024
Q1 		$906K Buy
5,056
+391
+8% +$66.2K 0.03% 265
2023
Q4 		$771K Sell
4,665
-461
-9% -$71.2K 0.03% 263
2023
Q3 		$778K Hold
5,126
– – 0.03% 251
2023
Q2 		$809K Buy
5,126
+803
+19% +$123K 0.03% 250
2023
Q1 		$658K Sell
4,323
-990
-19% -$153K 0.03% 285
2022
Q4 		$806K Buy
5,313
+560
+12% +$83.8K 0.04% 240
2022
Q3 		$646K Sell
4,753
-1,080
-19% -$162K 0.03% 255
2022
Q2 		$846K Buy
5,833
+2,936
+101% +$459K 0.04% 223
2022
Q1 		$481K Sell
2,897
-240
-8% -$39.4K 0.02% 335
2021
Q4 		$527K Buy
3,137
+517
+20% +$84.7K 0.03% 335
2021
Q3 		$410K Hold
2,620
– – 0.02% 335
2021
Q2 		$416K Buy
2,620
+368
+16% +$58.3K 0.03% 325
2021
Q1 		$341K Sell
2,252
-368
-14% -$53.2K 0.03% 303
2020
Q4 		$358K Sell
2,620
-150
-5% -$19.2K 0.03% 284
2020
Q3 		$327K Hold
2,770
– – 0.03% 271
2020
Q2 		$312K Sell
2,770
-498
-15% -$54.8K 0.03% 271
2020
Q1 		$324K Buy
3,268
+208
+7% +$25.9K 0.04% 242
2019
Q4 		$418K Buy
3,060
+1,078
+54% +$142K 0.05% 213
2019
Q3 		$254K Hold
1,982
– – 0.03% 249
2019
Q2 		$252K Hold
1,982
– – 0.03% 221
2019
Q1 		$245K Hold
1,982
– – 0.04% 204
2018
Q4 		$220K Hold
1,982
– – 0.04% 181
2018
Q3 		$251K Buy
+1,982
New +$249K 0.04% 180

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
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
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

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

Empirical Wealth Management reduced its iShares Russell 1000 Value ETF (IWD) stake by 2.6% in Q2 2026, selling an estimated $102K and leaving 16,346 shares worth $3.96M. The position accounts for 0.06% of the portfolio, ranked #185.

Empirical Wealth Management first reported a position in IWD in Q3 2018 and has held it in 32 quarters since. 888 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Empirical Wealth Management held 16,346 shares of iShares Russell 1000 Value ETF worth $3.96M as of Q2 2026.
  • Empirical Wealth Management sold 440 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $102K.
  • iShares Russell 1000 Value ETF made up 0.06% of Empirical Wealth Management's portfolio in Q2 2026, its #185 holding.
  • Empirical Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q3 2018 and has held it in 32 quarters since.
  • 888 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.