Fiduciary Family Office’s iShares Russell 1000 Value ETF IWD Stock Holding History

Fiduciary Family Office’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	$2.16M	Sell	8,920 -1,460	-14%	-$340K	0.54%	41
2026 Q1	$2.22M	Sell	10,380 -757	-7%	-$166K	0.63%	29
2025 Q4	$2.34M	Sell	11,137 -3,174	-22%	-$656K	0.67%	25
2025 Q3	$2.91M	Buy	14,311 +2,537	+22%	+$505K	0.83%	18
2025 Q2	$2.29M	Buy	+11,774	New	+$2.18M	0.75%	23

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

Fiduciary Family Office's IWD Position: Q2 2026 in Review

Fiduciary Family Office reduced its iShares Russell 1000 Value ETF (IWD) stake by 14% in Q2 2026, selling an estimated $340K and leaving 8,920 shares worth $2.16M. The position accounts for 0.54% of the portfolio, ranked #41.

Fiduciary Family Office first reported a position in IWD in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.91M in Q3 2025. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Fiduciary Family Office held 8,920 shares of iShares Russell 1000 Value ETF worth $2.16M as of Q2 2026.
Fiduciary Family Office sold 1,460 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $340K.
iShares Russell 1000 Value ETF made up 0.54% of Fiduciary Family Office's portfolio in Q2 2026, its #41 holding.
Fiduciary Family Office first reported a position in iShares Russell 1000 Value ETF in Q2 2025 and has held it in 5 quarters since.
Fiduciary Family Office's iShares Russell 1000 Value ETF position peaked at $2.91M in Q3 2025.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Fiduciary Family Office's 13F filing for Q2 2026, filed 5 Aug 2026.