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Forum Financial Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Forum Financial 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 		$2.61M Sell
10,758
-360
-3% -$83.9K 0.03% 78
2026
Q1 		$2.38M Sell
11,118
-181
-2% -$39.6K 0.03% 79
2025
Q4 		$2.38M Sell
11,299
-105
-0.9% -$21.7K 0.03% 127
2025
Q3 		$2.32M Sell
11,404
-971
-8% -$193K 0.03% 123
2025
Q2 		$2.4M Sell
12,375
-1,558
-11% -$289K 0.04% 107
2025
Q1 		$2.62M Sell
13,933
-1,037
-7% -$197K 0.04% 91
2024
Q4 		$2.77M Buy
14,970
+285
+2% +$54.7K 0.05% 85
2024
Q3 		$2.79M Hold
14,685
– – 0.05% 74
2024
Q2 		$2.56M Sell
14,685
-868
-6% -$152K 0.05% 73
2024
Q1 		$2.79M Sell
15,553
-15
-0.1% -$2.54K 0.05% 87
2023
Q4 		$2.57M Sell
15,568
-513
-3% -$79.2K 0.05% 75
2023
Q3 		$2.44M Buy
16,081
+158
+1% +$25.1K 0.05% 72
2023
Q2 		$2.51M Buy
15,923
+793
+5% +$121K 0.06% 69
2023
Q1 		$2.3M Sell
15,130
-455
-3% -$70.3K 0.07% 69
2022
Q4 		$2.36M Buy
15,585
+2,579
+20% +$386K 0.08% 63
2022
Q3 		$1.77M Buy
13,006
+47
+0.4% +$7.06K 0.09% 63
2022
Q2 		$1.88M Buy
12,959
+229
+2% +$35.8K 0.09% 64
2022
Q1 		$2.11M Buy
12,730
+944
+8% +$155K 0.1% 57
2021
Q4 		$1.98M Buy
+11,786
New +$1.93M 0.1% 60

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 Financial Management's IWD Position: Q2 2026 in Review

Forum Financial Management reduced its iShares Russell 1000 Value ETF (IWD) stake by 3.2% in Q2 2026, selling an estimated $83.9K and leaving 10,758 shares worth $2.61M. The position accounts for 0.03% of the portfolio, ranked #78.

Forum Financial Management first reported a position in IWD in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.79M in Q3 2024. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Forum Financial Management held 10,758 shares of iShares Russell 1000 Value ETF worth $2.61M as of Q2 2026.
  • Forum Financial Management sold 360 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $83.9K.
  • iShares Russell 1000 Value ETF made up 0.03% of Forum Financial Management's portfolio in Q2 2026, its #78 holding.
  • Forum Financial Management first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and has held it in 19 quarters since.
  • Forum Financial Management's iShares Russell 1000 Value ETF position peaked at $2.79M in Q3 2024.
  • 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.