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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s iShares Russell 1000 Value ETF IWD Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$32.7K Hold
135
– – 0.01% 365
2026
Q1 		$28.8K Buy
+135
New +$29.6K 0.01% 347

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

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s IWD Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 135 shares worth $32.7K. The position accounts for 0.01% of the portfolio, ranked #365.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in IWD in Q1 2026 and has held it in 2 quarters since. 1,361 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 135 shares of iShares Russell 1000 Value ETF worth $32.7K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Value ETF made up 0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #365 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in iShares Russell 1000 Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,361 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.