Ethos Financial Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Ethos Financial Group’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	$1.77M	Buy	7,276 +672	+10%	+$157K	0.12%	158
2026 Q1	$1.39M	Sell	6,604 -132	-2%	-$28.9K	0.1%	167
2025 Q4	$1.42M	Sell	6,736 -419	-6%	-$86.5K	0.1%	165
2025 Q3	$1.46M	Sell	7,155 -27	-0.4%	-$5.37K	0.11%	146
2025 Q2	$1.39M	Sell	7,182 -8,630	-55%	-$1.6M	0.12%	145
2025 Q1	$2.97M	Buy	15,812 +9,743	+161%	+$1.86M	0.28%	83
2024 Q4	$1.12M	Buy	+6,069	New	+$1.16M	0.15%	99
2023 Q1	–	Sell	-1,720	Closed	-$261K	–	196
2022 Q4	$261K	Buy	+1,720	New	+$257K	0.09%	114

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

Ethos Financial Group's IWD Position: Q2 2026 in Review

Ethos Financial Group increased its iShares Russell 1000 Value ETF (IWD) stake by 10% in Q2 2026, buying an estimated $157K and bringing the position to 7,276 shares worth $1.77M. The position accounts for 0.12% of the portfolio, ranked #158.

Ethos Financial Group first reported a position in IWD in Q4 2022 and has held it in 8 quarters since. The position peaked at $2.97M in Q1 2025. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Ethos Financial Group held 7,276 shares of iShares Russell 1000 Value ETF worth $1.77M as of Q2 2026.
Ethos Financial Group bought 672 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $157K.
iShares Russell 1000 Value ETF made up 0.12% of Ethos Financial Group's portfolio in Q2 2026, its #158 holding.
Ethos Financial Group first reported a position in iShares Russell 1000 Value ETF in Q4 2022 and has held it in 8 quarters since.
Ethos Financial Group's iShares Russell 1000 Value ETF position peaked at $2.97M in Q1 2025.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.