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

Everhart 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 		– Sell
-16,628
Closed -$3.55M – 504
2026
Q1 		$3.55M Buy
+16,628
New +$3.64M 0.3% 47

Other funds holding IWD

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 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
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

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

Everhart Financial Group sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2026, closing a stake of 16,628 shares — an estimated $3.55M sold.

Everhart Financial Group first reported a position in IWD in Q1 2026 and held it in 1 quarter. The position peaked at $3.55M in Q1 2026. 390 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Everhart Financial Group reported no remaining iShares Russell 1000 Value ETF position as of Q2 2026 after selling out during the quarter.
  • Everhart Financial Group sold 16,628 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $3.55M.
  • Everhart Financial Group first reported a position in iShares Russell 1000 Value ETF in Q1 2026 and held it in 1 quarter.
  • Everhart Financial Group's iShares Russell 1000 Value ETF position peaked at $3.55M in Q1 2026.
  • 390 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.