EIP
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Essential Investment Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Essential Investment 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 		$532K Hold
2,195
– – 0.43% 54
2026
Q1 		$469K Hold
2,195
– – 0.43% 56
2025
Q4 		$462K Buy
+2,195
New +$453K 0.43% 59

Other funds holding IWD

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Essential Investment Partners's IWD Position: Q2 2026 in Review

Essential Investment Partners held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 2,195 shares worth $532K. The position accounts for 0.43% of the portfolio, ranked #54.

Essential Investment Partners first reported a position in IWD in Q4 2025 and has held it in 3 quarters since. 552 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Essential Investment Partners held 2,195 shares of iShares Russell 1000 Value ETF worth $532K as of Q2 2026.
  • Essential Investment Partners left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Value ETF made up 0.43% of Essential Investment Partners's portfolio in Q2 2026, its #54 holding.
  • Essential Investment Partners first reported a position in iShares Russell 1000 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 552 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.