FG
IWD icon

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

Foster 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 		$314K Buy
+1,296
New +$302K 0.01% 238
2022
Q4 		– Sell
-1,838
Closed -$250K – 148
2022
Q3 		$250K Sell
1,838
-1,557
-46% -$234K 0.02% 122
2022
Q2 		$492K Buy
+3,395
New +$531K 0.04% 97

Other funds holding IWD

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
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
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Foster Group's IWD Position: Q2 2026 in Review

Foster Group opened a new position in iShares Russell 1000 Value ETF (IWD) in Q2 2026: 1,296 shares worth $314K. The stake represents 0.01% of the portfolio and ranks #238 among its holdings. This is a return to the name: Foster Group previously reported a position in IWD as recently as Q3 2022.

Foster Group first reported a position in IWD in Q2 2022 and has held it in 3 quarters since. The position peaked at $492K in Q2 2022. 390 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Foster Group held 1,296 shares of iShares Russell 1000 Value ETF worth $314K as of Q2 2026.
  • iShares Russell 1000 Value ETF was a new Foster Group position in Q2 2026.
  • iShares Russell 1000 Value ETF made up 0.01% of Foster Group's portfolio in Q2 2026, its #238 holding.
  • Foster Group first reported a position in iShares Russell 1000 Value ETF in Q2 2022 and has held it in 3 quarters since.
  • Foster Group's iShares Russell 1000 Value ETF position peaked at $492K in Q2 2022.
  • 390 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Foster Group's 13F filing for Q2 2026, filed 7 Jul 2026.