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

Fiduciary 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	$4.1M	Sell	16,893 -458	-3%	-$107K	0.46%	42
2026 Q1	$3.71M	Sell	17,351 -1,566	-8%	-$343K	0.49%	40
2025 Q4	$3.98M	Sell	18,917 -235	-1%	-$48.5K	0.56%	36
2025 Q3	$3.9M	Sell	19,152 -618	-3%	-$123K	0.62%	33
2025 Q2	$3.88M	Sell	19,770 -463	-2%	-$85.7K	0.7%	31
2025 Q1	$3.51M	Sell	20,233 -359	-2%	-$68.4K	0.76%	28
2024 Q4	$3.78M	Sell	20,592 -951	-4%	-$182K	0.82%	25
2024 Q3	$4.06M	Sell	21,543 -620	-3%	-$113K	0.93%	25
2024 Q2	$4.04M	Buy	+22,163	New	+$3.88M	0.98%	25

Other funds holding IWD

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 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

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

Fiduciary Financial Group reduced its iShares Russell 1000 Value ETF (IWD) stake by 2.6% in Q2 2026, selling an estimated $107K and leaving 16,893 shares worth $4.1M. The position accounts for 0.46% of the portfolio, ranked #42.

Fiduciary Financial Group first reported a position in IWD in Q2 2024 and has held it in 9 quarters since. 959 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Fiduciary Financial Group held 16,893 shares of iShares Russell 1000 Value ETF worth $4.1M as of Q2 2026.
Fiduciary Financial Group sold 458 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $107K.
iShares Russell 1000 Value ETF made up 0.46% of Fiduciary Financial Group's portfolio in Q2 2026, its #42 holding.
Fiduciary Financial Group first reported a position in iShares Russell 1000 Value ETF in Q2 2024 and has held it in 9 quarters since.
959 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.