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

Financial Guidance 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	$859K	Hold	3,542	–	–	0.32%	50
2026 Q1	$757K	Hold	3,542	–	–	0.3%	50
2025 Q4	$745K	Hold	3,542	–	–	0.3%	52
2025 Q3	$721K	Hold	3,542	–	–	0.32%	49
2025 Q2	$688K	Hold	3,542	–	–	0.33%	48
2025 Q1	$666K	Hold	3,542	–	–	0.36%	43
2024 Q4	$656K	Hold	3,542	–	–	0.36%	44
2024 Q3	$672K	Sell	3,542 -20	-0.6%	-$3.64K	0.39%	42
2024 Q2	$621K	Hold	3,562	–	–	0.38%	42
2024 Q1	$638K	Hold	3,562	–	–	0.41%	32
2023 Q4	$589K	Hold	3,562	–	–	0.41%	34
2023 Q3	$541K	Hold	3,562	–	–	0.41%	32
2023 Q2	$562K	Sell	3,562 -32	-0.9%	-$4.89K	0.41%	31
2023 Q1	$547K	Sell	3,594 -40	-1%	-$6.18K	0.42%	29
2022 Q4	$551K	Hold	3,634	–	–	0.45%	28
2022 Q3	$494K	Sell	3,634 -30	-0.8%	-$4.51K	0.4%	30
2022 Q2	$531K	Sell	3,664 -19	-0.5%	-$2.97K	0.42%	29
2022 Q1	$611K	Buy	+3,683	New	+$605K	0.42%	29

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

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

Financial Guidance Group held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 3,542 shares worth $859K. The position accounts for 0.32% of the portfolio, ranked #50.

Financial Guidance Group first reported a position in IWD in Q1 2022 and has held it in 18 quarters since. 1,000 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Financial Guidance Group held 3,542 shares of iShares Russell 1000 Value ETF worth $859K as of Q2 2026.
Financial Guidance Group left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.32% of Financial Guidance Group's portfolio in Q2 2026, its #50 holding.
Financial Guidance Group first reported a position in iShares Russell 1000 Value ETF in Q1 2022 and has held it in 18 quarters since.
1,000 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Financial Guidance Group's 13F filing for Q2 2026, filed 22 Jul 2026.