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Forthright Family Wealth Advisory’s iShares Russell 1000 Value ETF IWD Stock Holding History

Forthright Family Wealth Advisory’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 		– Sell
-3,876
Closed -$694K – 77
2026
Q1 		$694K Buy
+3,876
New +$849K 0.47% 34
2025
Q3 		– Sell
-4,018
Closed -$780K – 57
2025
Q2 		$780K Hold
4,018
– – 0.49% 29
2025
Q1 		$756K Hold
4,018
– – 0.5% 28
2024
Q4 		$744K Hold
4,018
– – 0.48% 32
2024
Q3 		$787K Buy
4,018
+142
+4% +$25.9K 0.51% 29
2024
Q2 		$676K Hold
3,876
– – 0.44% 36
2024
Q1 		$694K Buy
+3,876
New +$656K 0.47% 34

Other funds holding IWD

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
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 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

Forthright Family Wealth Advisory's IWD Position: Q2 2026 in Review

Forthright Family Wealth Advisory sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2026, closing a stake of 3,876 shares — an estimated $694K sold.

Forthright Family Wealth Advisory first reported a position in IWD in Q1 2024 and held it in 7 quarters. The position peaked at $787K in Q3 2024. 1,000 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Forthright Family Wealth Advisory reported no remaining iShares Russell 1000 Value ETF position as of Q2 2026 after selling out during the quarter.
  • Forthright Family Wealth Advisory sold 3,876 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $694K.
  • Forthright Family Wealth Advisory first reported a position in iShares Russell 1000 Value ETF in Q1 2024 and held it in 7 quarters.
  • Forthright Family Wealth Advisory's iShares Russell 1000 Value ETF position peaked at $787K in Q3 2024.
  • 1,000 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Forthright Family Wealth Advisory's 13F filing for Q2 2026, filed 16 Jul 2026.