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

EPG 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 		$3.5M Buy
14,439
+12
+0.1% +$2.79K 0.84% 31
2026
Q1 		$3.08M Buy
14,427
+15
+0.1% +$3.29K 0.84% 27
2025
Q4 		$3.03M Buy
14,412
+19
+0.1% +$3.92K 0.82% 30
2025
Q3 		$2.93M Sell
14,393
-666
-4% -$132K 0.81% 31
2025
Q2 		$2.92M Sell
15,059
-3,783
-20% -$701K 0.88% 26
2025
Q1 		$3.55M Sell
18,842
-13
-0.1% -$2.48K 0.99% 20
2024
Q4 		$3.49M Buy
18,855
+28
+0.1% +$5.37K 0.92% 21
2024
Q3 		$3.57M Buy
+18,827
New +$3.43M 0.9% 22
2024
Q2 		– Sell
-19,852
Closed -$3.47M – 22
2024
Q1 		$3.56M Buy
19,852
+70
+0.4% +$11.8K 0.87% 22
2023
Q4 		$3.27M Buy
19,782
+108
+0.5% +$16.7K 0.86% 23
2023
Q3 		$2.99M Sell
19,674
-341
-2% -$54.1K 0.9% 20
2023
Q2 		$3.16M Sell
20,015
-253
-1% -$38.7K 0.93% 18
2023
Q1 		$3.09M Buy
20,268
+99
+0.5% +$15.3K 0.97% 18
2022
Q4 		$3.06M Buy
20,169
+121
+0.6% +$18.1K 1.16% 17
2022
Q3 		$2.73M Sell
20,048
-89
-0.4% -$13.4K 1.12% 15
2022
Q2 		$2.92M Sell
20,137
-54
-0.3% -$8.45K 1.25% 14
2022
Q1 		$3.35M Buy
20,191
+81
+0.4% +$13.3K 1.16% 15
2021
Q4 		$3.38M Buy
20,110
+12
+0.1% +$1.97K 1.19% 15
2021
Q3 		$3.15M Buy
20,098
+168
+0.8% +$26.9K 1.26% 14
2021
Q2 		$3.16M Buy
19,930
+618
+3% +$97.8K 1.34% 12
2021
Q1 		$2.93M Buy
19,312
+593
+3% +$85.8K 1.42% 14
2020
Q4 		$2.56M Sell
18,719
-765
-4% -$98.1K 1.54% 15
2020
Q3 		$2.3M Sell
19,484
-15
-0.1% -$1.78K 1.7% 12
2020
Q2 		$2.2M Sell
19,499
-4
-0% -$440 1.56% 14
2020
Q1 		$1.93M Sell
19,503
-9,423
-33% -$1.17M 1.42% 11
2019
Q4 		$3.95M Buy
+28,926
New +$3.81M 2.89% 6

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

EPG Wealth Management increased its iShares Russell 1000 Value ETF (IWD) stake by 0.08% in Q2 2026, buying an estimated $2.79K and bringing the position to 14,439 shares worth $3.5M. The position accounts for 0.84% of the portfolio, ranked #31.

EPG Wealth Management first reported a position in IWD in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.95M in Q4 2019. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • EPG Wealth Management held 14,439 shares of iShares Russell 1000 Value ETF worth $3.5M as of Q2 2026.
  • EPG Wealth Management bought 12 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $2.79K.
  • iShares Russell 1000 Value ETF made up 0.84% of EPG Wealth Management's portfolio in Q2 2026, its #31 holding.
  • EPG Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and has held it in 26 quarters since.
  • EPG Wealth Management's iShares Russell 1000 Value ETF position peaked at $3.95M in Q4 2019.
  • 1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.