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

Finley Financial’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 		$8.08M Sell
33,346
-1,945
-6% -$453K 3.25% 9
2026
Q1 		$7.54M Sell
35,291
-590
-2% -$129K 3.53% 9
2025
Q4 		$7.55M Sell
35,881
-100
-0.3% -$20.7K 3.46% 10
2025
Q3 		$7.33M Sell
35,981
-350
-1% -$69.6K 3.39% 10
2025
Q2 		$7.06M Buy
36,331
+324
+0.9% +$60K 3.55% 10
2025
Q1 		$6.56M Sell
36,007
-1,905
-5% -$363K 3.65% 10
2024
Q4 		$7.16M Buy
+37,912
New +$7.27M 3.73% 10

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

Finley Financial's IWD Position: Q2 2026 in Review

Finley Financial reduced its iShares Russell 1000 Value ETF (IWD) stake by 5.5% in Q2 2026, selling an estimated $453K and leaving 33,346 shares worth $8.08M. The position accounts for 3.25% of the portfolio, ranked #9.

Finley Financial first reported a position in IWD in Q4 2024 and has held it in 7 quarters since. 1,361 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Finley Financial held 33,346 shares of iShares Russell 1000 Value ETF worth $8.08M as of Q2 2026.
  • Finley Financial sold 1,945 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $453K.
  • iShares Russell 1000 Value ETF made up 3.25% of Finley Financial's portfolio in Q2 2026, its #9 holding.
  • Finley Financial first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,361 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Finley Financial's 13F filing for Q2 2026, filed 8 Jul 2026.