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

Forum Private Client 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	$412K	Sell	1,701 -26	-2%	-$6.06K	0.12%	60
2026 Q1	$369K	Buy	1,727 +20	+1%	+$4.38K	0.12%	56
2025 Q4	$359K	Sell	1,707 -12	-0.7%	-$2.48K	0.12%	57
2025 Q3	$350K	Sell	1,719 -24	-1%	-$4.77K	0.12%	58
2025 Q2	$339K	Buy	1,743 +3	+0.2%	+$556	0.13%	59
2025 Q1	$327K	Sell	1,740 -155	-8%	-$29.5K	0.14%	57
2024 Q4	$351K	Buy	1,895 +51	+3%	+$9.78K	0.16%	55
2024 Q3	$350K	Sell	1,844 -83	-4%	-$15.1K	0.16%	57
2024 Q2	$336K	Sell	1,927 -52	-3%	-$9.09K	0.16%	55
2024 Q1	$354K	Sell	1,979 -114	-5%	-$19.3K	0.17%	56
2023 Q4	$346K	Buy	+2,093	New	+$323K	0.18%	53
2023 Q3	–	Sell	-2,515	Closed	-$397K	–	34
2023 Q2	$397K	Sell	2,515 -46	-2%	-$7.03K	0.23%	50
2023 Q1	$390K	Sell	2,561 -584	-19%	-$90.2K	0.25%	49
2022 Q4	$477K	Buy	3,145 +1,033	+49%	+$155K	0.33%	44
2022 Q3	$287K	Hold	2,112	–	–	0.21%	52
2022 Q2	$306K	Buy	2,112 +107	+5%	+$16.7K	0.22%	52
2022 Q1	$333K	Buy	+2,005	New	+$329K	0.26%	50

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

Forum Private Client Group's IWD Position: Q2 2026 in Review

Forum Private Client Group reduced its iShares Russell 1000 Value ETF (IWD) stake by 1.5% in Q2 2026, selling an estimated $6.06K and leaving 1,701 shares worth $412K. The position accounts for 0.12% of the portfolio, ranked #60.

Forum Private Client Group first reported a position in IWD in Q1 2022 and has held it in 17 quarters since. The position peaked at $477K in Q4 2022. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Forum Private Client Group held 1,701 shares of iShares Russell 1000 Value ETF worth $412K as of Q2 2026.
Forum Private Client Group sold 26 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $6.06K.
iShares Russell 1000 Value ETF made up 0.12% of Forum Private Client Group's portfolio in Q2 2026, its #60 holding.
Forum Private Client Group first reported a position in iShares Russell 1000 Value ETF in Q1 2022 and has held it in 17 quarters since.
Forum Private Client Group's iShares Russell 1000 Value ETF position peaked at $477K in Q4 2022.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Forum Private Client Group's 13F filing for Q2 2026, filed 12 Aug 2026.