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Forum Finance Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Forum Finance Group’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 		$164K Hold
835
– – 0.06% 161
2026
Q1 		$144K Buy
+835
New +$183K 0.08% 149

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

Forum Finance Group's IWD Position: Q2 2026 in Review

Forum Finance Group held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 835 shares worth $164K. The position accounts for 0.06% of the portfolio, ranked #161.

Forum Finance Group first reported a position in IWD in Q1 2026 and has held it in 2 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Forum Finance Group held 835 shares of iShares Russell 1000 Value ETF worth $164K as of Q2 2026.
  • Forum Finance Group left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Value ETF made up 0.06% of Forum Finance Group's portfolio in Q2 2026, its #161 holding.
  • Forum Finance Group first reported a position in iShares Russell 1000 Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.