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Foundation Wealth Management (Pennsylvania)’s iShares Russell 1000 Value ETF IWD Stock Holding History

Foundation Wealth Management (Pennsylvania)’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 		$4.46M Sell
18,389
-202
-1% -$47.1K 1.35% 17
2026
Q1 		$3.97M Sell
18,591
-94
-0.5% -$20.6K 1.4% 17
2025
Q4 		$3.93M Sell
18,685
-126
-0.7% -$26K 1.43% 17
2025
Q3 		$3.83M Sell
18,811
-281
-1% -$55.9K 1.48% 20
2025
Q2 		$3.71M Buy
19,092
+157
+0.8% +$29.1K 1.6% 18
2025
Q1 		$3.56M Sell
18,935
-373
-2% -$71K 1.7% 18
2024
Q4 		$3.57M Buy
+19,308
New +$3.7M 1.73% 18

Other funds holding IWD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
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
7WCP
71 West Capital Partners Boston, Massachusetts $2.89B AUM
Citigroup
Citigroup New York $303B AUM 53.02% 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

Foundation Wealth Management (Pennsylvania)'s IWD Position: Q2 2026 in Review

Foundation Wealth Management (Pennsylvania) reduced its iShares Russell 1000 Value ETF (IWD) stake by 1.1% in Q2 2026, selling an estimated $47.1K and leaving 18,389 shares worth $4.46M. The position accounts for 1.35% of the portfolio, ranked #17.

Foundation Wealth Management (Pennsylvania) first reported a position in IWD in Q4 2024 and has held it in 7 quarters since. 1,119 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Foundation Wealth Management (Pennsylvania) held 18,389 shares of iShares Russell 1000 Value ETF worth $4.46M as of Q2 2026.
  • Foundation Wealth Management (Pennsylvania) sold 202 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $47.1K.
  • iShares Russell 1000 Value ETF made up 1.35% of Foundation Wealth Management (Pennsylvania)'s portfolio in Q2 2026, its #17 holding.
  • Foundation Wealth Management (Pennsylvania) first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,119 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Foundation Wealth Management (Pennsylvania)'s 13F filing for Q2 2026, filed 22 Jul 2026.