FWM
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FMA Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

FMA Wealth Management’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 		$11.5M Sell
47,348
-2,405
-5% -$560K 7.35% 6
2026
Q1 		$10.6M Sell
49,753
-4,108
-8% -$900K 7.07% 5
2025
Q4 		$11.3M Sell
53,861
-1,557
-3% -$322K 7.34% 6
2025
Q3 		$11.3M Sell
55,418
-556
-1% -$111K 7.74% 6
2025
Q2 		$10.9M Sell
55,974
-3,431
-6% -$635K 8.04% 6
2025
Q1 		$11.5M Sell
59,405
-1,075
-2% -$205K 8.87% 5
2024
Q4 		$11.2M Sell
60,480
-278
-0.5% -$53.3K 8.33% 5
2024
Q3 		$11.5M Sell
60,758
-305
-0.5% -$55.6K 8.36% 5
2024
Q2 		$10.7M Buy
61,063
+38
+0.1% +$6.64K 8.61% 4
2024
Q1 		$10.9M Buy
61,025
+10
+0% +$1.69K 9.06% 4
2023
Q4 		$10.1M Buy
+61,015
New +$9.42M 9.19% 4

Other funds holding IWD

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

FMA Wealth Management's IWD Position: Q2 2026 in Review

FMA Wealth Management reduced its iShares Russell 1000 Value ETF (IWD) stake by 4.8% in Q2 2026, selling an estimated $560K and leaving 47,348 shares worth $11.5M. The position accounts for 7.35% of the portfolio, ranked #6.

FMA Wealth Management first reported a position in IWD in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.5M in Q1 2025. 390 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • FMA Wealth Management held 47,348 shares of iShares Russell 1000 Value ETF worth $11.5M as of Q2 2026.
  • FMA Wealth Management sold 2,405 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $560K.
  • iShares Russell 1000 Value ETF made up 7.35% of FMA Wealth Management's portfolio in Q2 2026, its #6 holding.
  • FMA Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 11 quarters since.
  • FMA Wealth Management's iShares Russell 1000 Value ETF position peaked at $11.5M in Q1 2025.
  • 390 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on FMA Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.