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

Fairman 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 		$3.88K Hold
16
– – ﹤0.01% 236
2026
Q1 		$3.42K Hold
16
– – ﹤0.01% 232
2025
Q4 		$3.37K Hold
16
– – ﹤0.01% 247
2025
Q3 		$3.26K Hold
16
– – ﹤0.01% 211
2025
Q2 		$3.11K Hold
16
– – ﹤0.01% 194
2025
Q1 		$2.96K Hold
16
– – ﹤0.01% 189
2024
Q4 		$2.96K Hold
16
– – ﹤0.01% 208
2024
Q3 		$3.04K Hold
16
– – ﹤0.01% 236
2024
Q2 		$2.79K Hold
16
– – ﹤0.01% 240
2024
Q1 		$2.87K Hold
16
– – ﹤0.01% 229
2023
Q4 		$2.64K Buy
+16
New +$2.47K ﹤0.01% 231

Other funds holding IWD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
7WCP
71 West Capital Partners Boston, Massachusetts $2.89B AUM
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Fairman Group's IWD Position: Q2 2026 in Review

Fairman Group held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 16 shares worth $3.88K. The position accounts for ﹤0.01% of the portfolio, ranked #236.

Fairman Group first reported a position in IWD in Q4 2023 and has held it in 11 quarters since. 1,344 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Fairman Group held 16 shares of iShares Russell 1000 Value ETF worth $3.88K as of Q2 2026.
  • Fairman Group left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Value ETF made up ﹤0.01% of Fairman Group's portfolio in Q2 2026, its #236 holding.
  • Fairman Group first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,344 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Fairman Group's 13F filing for Q2 2026, filed 4 Aug 2026.