Formidable Asset Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Formidable Asset 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	$288K	Buy	1,349 +3	+0.2%	+$699	0.05%	329
2026 Q1	$283K	Sell	1,346 -79	-6%	-$17.3K	0.04%	328
2025 Q4	$290K	Hold	1,425	–	–	0.04%	341
2025 Q3	$277K	Sell	1,425 -2	-0.1%	-$398	0.04%	333
2025 Q2	$269K	Hold	1,427	–	–	0.04%	326
2025 Q1	$269K	Hold	1,427	–	–	0.04%	325
2024 Q4	$264K	Hold	1,427	–	–	0.04%	318
2024 Q3	$271K	Sell	1,427 -72	-5%	-$13.1K	0.04%	311
2024 Q2	$262K	Buy	1,499 +274	+22%	+$47.9K	0.04%	323
2024 Q1	$219K	Buy	+1,225	New	+$207K	0.04%	318
2022 Q2	–	Sell	-1,308	Closed	-$217K	–	336
2022 Q1	$217K	Hold	1,308	–	–	0.04%	297
2021 Q4	$222K	Hold	1,308	–	–	0.04%	280
2021 Q3	$205K	Sell	1,308 -1,062	-45%	-$170K	0.04%	323
2021 Q2	$374K	Buy	2,370 +1,062	+81%	+$168K	0.08%	201
2021 Q1	$200K	Buy	+1,308	New	+$189K	0.04%	269
2020 Q1	–	Sell	-1,594	Closed	-$220K	–	250
2019 Q4	$220K	Sell	1,594 -300	-16%	-$39.5K	0.07%	195
2019 Q3	$242K	Hold	1,894	–	–	0.22%	76
2019 Q2	$243K	Buy	+1,894	New	+$237K	0.08%	175
2017 Q4	–	Sell	-2,064	Closed	-$245K	–	156
2017 Q3	$245K	Sell	2,064 -33	-2%	-$3.85K	0.1%	170
2017 Q2	$244K	Buy	2,097 +170	+9%	+$19.6K	0.12%	141
2017 Q1	$221K	Buy	+1,927	New	+$221K	0.1%	168

Other funds holding IWD

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

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

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 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

Formidable Asset Management's IWD Position: Q2 2026 in Review

Formidable Asset Management increased its iShares Russell 1000 Value ETF (IWD) stake by 0.22% in Q2 2026, buying an estimated $699 and bringing the position to 1,349 shares worth $288K. The position accounts for 0.05% of the portfolio, ranked #329.

Formidable Asset Management first reported a position in IWD in Q1 2017 and has held it in 21 quarters since. The position peaked at $374K in Q2 2021. 445 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Formidable Asset Management held 1,349 shares of iShares Russell 1000 Value ETF worth $288K as of Q2 2026.
Formidable Asset Management bought 3 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $699.
iShares Russell 1000 Value ETF made up 0.05% of Formidable Asset Management's portfolio in Q2 2026, its #329 holding.
Formidable Asset Management first reported a position in iShares Russell 1000 Value ETF in Q1 2017 and has held it in 21 quarters since.
Formidable Asset Management's iShares Russell 1000 Value ETF position peaked at $374K in Q2 2021.
445 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.