EnRich Financial Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

EnRich Financial 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	–	Sell	-1,334	Closed	-$285K	–	69
2026 Q1	$285K	Sell	1,334 -5	-0.4%	-$1.09K	0.08%	57
2025 Q4	$282K	Sell	1,339 -69	-5%	-$14.3K	0.08%	57
2025 Q3	$287K	Hold	1,408	–	–	0.08%	53
2025 Q2	$273K	Hold	1,408	–	–	0.08%	53
2025 Q1	$265K	Hold	1,408	–	–	0.09%	48
2024 Q4	$261K	Hold	1,408	–	–	0.09%	48
2024 Q3	$267K	Hold	1,408	–	–	0.09%	48
2024 Q2	$246K	Buy	1,408 +1,336	+1,856%	+$234K	0.09%	49
2024 Q1	$12.9K	Buy	+72	New	+$12.2K	﹤0.01%	149

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

EnRich Financial Partners's IWD Position: Q2 2026 in Review

EnRich Financial Partners sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2026, closing a stake of 1,334 shares — an estimated $285K sold.

EnRich Financial Partners first reported a position in IWD in Q1 2024 and held it in 9 quarters. The position peaked at $287K in Q3 2025. 1,968 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

EnRich Financial Partners reported no remaining iShares Russell 1000 Value ETF position as of Q2 2026 after selling out during the quarter.
EnRich Financial Partners sold 1,334 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $285K.
EnRich Financial Partners first reported a position in iShares Russell 1000 Value ETF in Q1 2024 and held it in 9 quarters.
EnRich Financial Partners's iShares Russell 1000 Value ETF position peaked at $287K in Q3 2025.
1,968 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on EnRich Financial Partners's 13F filing for Q2 2026, filed 27 Jul 2026.