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

Foundry Financial 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	$226K	Buy	+933	New	+$217K	0.1%	69
2026 Q1	–	Sell	-1,422	Closed	-$299K	–	73
2025 Q4	$299K	Buy	+1,422	New	+$294K	0.15%	51

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

Foundry Financial Group's IWD Position: Q2 2026 in Review

Foundry Financial Group opened a new position in iShares Russell 1000 Value ETF (IWD) in Q2 2026: 933 shares worth $226K. The stake represents 0.1% of the portfolio and ranks #69 among its holdings. This is a return to the name: Foundry Financial Group previously reported a position in IWD as recently as Q4 2025.

Foundry Financial Group first reported a position in IWD in Q4 2025 and has held it in 2 quarters since. The position peaked at $299K in Q4 2025. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Foundry Financial Group held 933 shares of iShares Russell 1000 Value ETF worth $226K as of Q2 2026.
iShares Russell 1000 Value ETF was a new Foundry Financial Group position in Q2 2026.
iShares Russell 1000 Value ETF made up 0.1% of Foundry Financial Group's portfolio in Q2 2026, its #69 holding.
Foundry Financial Group first reported a position in iShares Russell 1000 Value ETF in Q4 2025 and has held it in 2 quarters since.
Foundry Financial Group's iShares Russell 1000 Value ETF position peaked at $299K in Q4 2025.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Foundry Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.