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

Financial Perspectives’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	$54.2K	Buy	224 +1	+0.4%	+$233	0.01%	324
2026 Q1	$47.6K	Buy	223 +1	+0.5%	+$219	0.01%	316
2025 Q4	$46.7K	Buy	222 +1	+0.5%	+$207	0.01%	323
2025 Q3	$45K	Sell	221 -21	-9%	-$4.18K	0.01%	326
2025 Q2	$46.9K	Buy	242 +155	+178%	+$28.7K	0.01%	318
2025 Q1	$16.4K	Hold	87	–	–	0.01%	434
2024 Q4	$16.1K	Hold	87	–	–	0.01%	444
2024 Q3	$16.5K	Hold	87	–	–	0.01%	414
2024 Q2	$15.2K	Hold	87	–	–	0.01%	415
2024 Q1	$15.6K	Hold	87	–	–	0.01%	410
2023 Q4	$14.4K	Hold	87	–	–	0.01%	421
2023 Q3	$13.2K	Hold	87	–	–	0.01%	413
2023 Q2	$13.7K	Buy	+87	New	+$13.3K	0.01%	413

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

Financial Perspectives's IWD Position: Q2 2026 in Review

Financial Perspectives increased its iShares Russell 1000 Value ETF (IWD) stake by 0.45% in Q2 2026, buying an estimated $233 and bringing the position to 224 shares worth $54.2K. The position accounts for 0.01% of the portfolio, ranked #324.

Financial Perspectives first reported a position in IWD in Q2 2023 and has held it in 13 quarters since. 1,967 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Financial Perspectives held 224 shares of iShares Russell 1000 Value ETF worth $54.2K as of Q2 2026.
Financial Perspectives bought 1 iShares Russell 1000 Value ETF share in Q2 2026, an estimated $233.
iShares Russell 1000 Value ETF made up 0.01% of Financial Perspectives's portfolio in Q2 2026, its #324 holding.
Financial Perspectives first reported a position in iShares Russell 1000 Value ETF in Q2 2023 and has held it in 13 quarters since.
1,967 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.