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

Focus Financial Network’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 		$3.34M Buy
13,785
+550
+4% +$128K 0.1% 156
2026
Q1 		$2.83M Sell
13,235
-416
-3% -$91.1K 0.1% 162
2025
Q4 		$2.87M Buy
13,651
+769
+6% +$159K 0.1% 159
2025
Q3 		$2.62M Buy
12,882
+38
+0.3% +$7.56K 0.09% 167
2025
Q2 		$2.49M Buy
12,844
+1,078
+9% +$200K 0.1% 161
2025
Q1 		$2.21M Buy
11,766
+5,353
+83% +$1.02M 0.09% 171
2024
Q4 		$1.19M Sell
6,413
-5,734
-47% -$1.1M 0.05% 255
2024
Q3 		$2.31M Buy
12,147
+546
+5% +$99.5K 0.09% 170
2024
Q2 		$2.12M Buy
11,601
+49
+0.4% +$8.57K 0.09% 162
2024
Q1 		$1.96M Buy
11,552
+209
+2% +$35.4K 0.1% 157
2023
Q4 		$1.87M Buy
11,343
+5,754
+103% +$889K 0.07% 221
2023
Q3 		$854K Buy
5,589
+64
+1% +$10.2K 0.05% 263
2023
Q2 		$872K Buy
5,525
+16
+0.3% +$2.45K 0.05% 262
2023
Q1 		$839K Sell
5,509
-268
-5% -$41.4K 0.05% 261
2022
Q4 		$876K Buy
5,777
+148
+3% +$22.2K 0.07% 201
2022
Q3 		$771K Sell
5,629
-180
-3% -$27K 0.07% 219
2022
Q2 		$842K Buy
5,809
+47
+0.8% +$7.35K 0.07% 218
2022
Q1 		$956K Buy
5,762
+2,099
+57% +$345K 0.07% 206
2021
Q4 		$615K Buy
3,663
+74
+2% +$12.1K 0.09% 194
2021
Q3 		$562K Buy
3,589
+438
+14% +$70.2K 0.08% 232
2021
Q2 		$500K Sell
3,151
-33
-1% -$5.22K 0.07% 263
2021
Q1 		$483K Sell
3,184
-533
-14% -$77.1K 0.06% 263
2020
Q4 		$508K Buy
3,717
+803
+28% +$103K 0.05% 267
2020
Q3 		$344K Buy
2,914
+308
+12% +$36.5K 0.03% 313
2020
Q2 		$293K Sell
2,606
-74
-3% -$8.14K 0.03% 303
2020
Q1 		$266K Buy
2,680
+659
+33% +$82.1K 0.04% 295
2019
Q4 		$276K Buy
2,021
+45
+2% +$5.93K 0.03% 332
2019
Q3 		$253K Hold
1,976
– – 0.04% 324
2019
Q2 		$251K Sell
1,976
-143
-7% -$17.9K 0.04% 320
2019
Q1 		$262K Buy
+2,119
New +$255K 0.04% 299

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Focus Financial Network's IWD Position: Q2 2026 in Review

Focus Financial Network increased its iShares Russell 1000 Value ETF (IWD) stake by 4.2% in Q2 2026, buying an estimated $128K and bringing the position to 13,785 shares worth $3.34M. The position accounts for 0.1% of the portfolio, ranked #156.

Focus Financial Network first reported a position in IWD in Q1 2019 and has held it in 30 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Focus Financial Network held 13,785 shares of iShares Russell 1000 Value ETF worth $3.34M as of Q2 2026.
  • Focus Financial Network bought 550 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $128K.
  • iShares Russell 1000 Value ETF made up 0.1% of Focus Financial Network's portfolio in Q2 2026, its #156 holding.
  • Focus Financial Network first reported a position in iShares Russell 1000 Value ETF in Q1 2019 and has held it in 30 quarters since.
  • 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.