Flywheel Private Wealth’s iShares Russell 1000 Value ETF IWD Stock Holding History

Flywheel Private Wealth’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	$3.18M	Sell	13,119 -194	-1%	-$45.2K	1.57%	15
2026 Q1	$2.84M	Sell	13,313 -62	-0.5%	-$13.6K	1.62%	14
2025 Q4	$2.81M	Sell	13,375 -813	-6%	-$168K	1.76%	15
2025 Q3	$2.89M	Sell	14,188 -127	-0.9%	-$25.3K	2.26%	12
2025 Q2	$2.78M	Sell	14,315 -514	-3%	-$95.2K	2.23%	12
2025 Q1	$2.79M	Sell	14,829 -353	-2%	-$67.2K	2.54%	11
2024 Q4	$2.81M	Buy	+15,182	New	+$2.91M	2.58%	11

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

Flywheel Private Wealth's IWD Position: Q2 2026 in Review

Flywheel Private Wealth reduced its iShares Russell 1000 Value ETF (IWD) stake by 1.5% in Q2 2026, selling an estimated $45.2K and leaving 13,119 shares worth $3.18M. The position accounts for 1.57% of the portfolio, ranked #15.

Flywheel Private Wealth first reported a position in IWD in Q4 2024 and has held it in 7 quarters since. 1,000 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Flywheel Private Wealth held 13,119 shares of iShares Russell 1000 Value ETF worth $3.18M as of Q2 2026.
Flywheel Private Wealth sold 194 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $45.2K.
iShares Russell 1000 Value ETF made up 1.57% of Flywheel Private Wealth's portfolio in Q2 2026, its #15 holding.
Flywheel Private Wealth first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 7 quarters since.
1,000 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Flywheel Private Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.