Focus Partners Wealth’s iShares Russell 1000 Value ETF IWD Stock Holding History

Focus Partners 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	$343M	Buy	1,416,627 +2,357	+0.2%	+$549K	0.35%	56
2026 Q1	$302M	Buy	1,414,270 +1,462	+0.1%	+$320K	0.34%	67
2025 Q4	$297M	Buy	1,412,808 +851,770	+152%	+$176M	0.34%	59
2025 Q3	$114M	Buy	561,038 +64,938	+13%	+$12.9M	0.18%	102
2025 Q2	$96.4M	Buy	496,100 +19,252	+4%	+$3.57M	0.21%	102
2025 Q1	$89.7M	Buy	476,848 +218	+0%	+$41.5K	0.22%	96
2024 Q4	$88.2M	Buy	476,630 +317,366	+199%	+$60.9M	0.23%	96
2024 Q3	$30.2M	Sell	159,264 -527,272	-77%	-$96.1M	0.1%	206
2024 Q2	$120M	Buy	686,536 +352,239	+105%	+$61.6M	0.4%	58
2024 Q1	$59.9M	Buy	334,297 +279,565	+511%	+$47.3M	0.49%	46
2023 Q4	$9.04M	Buy	+54,732	New	+$8.45M	0.12%	168

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Focus Partners Wealth's IWD Position: Q2 2026 in Review

Focus Partners Wealth increased its iShares Russell 1000 Value ETF (IWD) stake by 0.17% in Q2 2026, buying an estimated $549K and bringing the position to 1,416,627 shares worth $343M. The position accounts for 0.35% of the portfolio, ranked #56.

Focus Partners Wealth first reported a position in IWD in Q4 2023 and has held it in 11 quarters since. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Focus Partners Wealth held 1,416,627 shares of iShares Russell 1000 Value ETF worth $343M as of Q2 2026.
Focus Partners Wealth bought 2,357 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $549K.
iShares Russell 1000 Value ETF made up 0.35% of Focus Partners Wealth's portfolio in Q2 2026, its #56 holding.
Focus Partners Wealth first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 11 quarters since.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.