FWI
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Facet Wealth Inc’s iShares Russell 1000 Value ETF IWD Stock Holding History

Facet Wealth Inc’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 		$641K Buy
2,642
+748
+39% +$174K 0.01% 176
2026
Q1 		$405K Buy
1,894
+40
+2% +$8.76K 0.01% 201
2025
Q4 		$407K Buy
1,854
+444
+31% +$91.7K 0.01% 181
2025
Q3 		$287K Buy
1,410
+87
+7% +$17.3K 0.01% 168
2025
Q2 		$259K Buy
+1,323
New +$245K 0.01% 153

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

Facet Wealth Inc's IWD Position: Q2 2026 in Review

Facet Wealth Inc increased its iShares Russell 1000 Value ETF (IWD) stake by 39% in Q2 2026, buying an estimated $174K and bringing the position to 2,642 shares worth $641K. The position accounts for 0.01% of the portfolio, ranked #176.

Facet Wealth Inc first reported a position in IWD in Q2 2025 and has held it in 5 quarters since. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Facet Wealth Inc held 2,642 shares of iShares Russell 1000 Value ETF worth $641K as of Q2 2026.
  • Facet Wealth Inc bought 748 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $174K.
  • iShares Russell 1000 Value ETF made up 0.01% of Facet Wealth Inc's portfolio in Q2 2026, its #176 holding.
  • Facet Wealth Inc first reported a position in iShares Russell 1000 Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Facet Wealth Inc's 13F filing for Q2 2026, filed 27 Jul 2026.