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

Francis Financial’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	$209K	Buy	+863	New	+$201K	0.03%	131
2025 Q3	–	Sell	-1,048	Closed	-$203K	–	133
2025 Q2	$203K	Buy	+1,048	New	+$194K	0.05%	93
2018 Q1	$281K	Hold	2,340	–	–	0.65%	16
2017 Q4	$291K	Buy	+2,340	New	+$284K	0.63%	18

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

Francis Financial's IWD Position: Q2 2026 in Review

Francis Financial opened a new position in iShares Russell 1000 Value ETF (IWD) in Q2 2026: 863 shares worth $209K. The stake represents 0.03% of the portfolio and ranks #131 among its holdings. This is a return to the name: Francis Financial previously reported a position in IWD as recently as Q2 2025.

Francis Financial first reported a position in IWD in Q4 2017 and has held it in 4 quarters since. The position peaked at $291K in Q4 2017. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Francis Financial held 863 shares of iShares Russell 1000 Value ETF worth $209K as of Q2 2026.
iShares Russell 1000 Value ETF was a new Francis Financial position in Q2 2026.
iShares Russell 1000 Value ETF made up 0.03% of Francis Financial's portfolio in Q2 2026, its #131 holding.
Francis Financial first reported a position in iShares Russell 1000 Value ETF in Q4 2017 and has held it in 4 quarters since.
Francis Financial's iShares Russell 1000 Value ETF position peaked at $291K in Q4 2017.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Francis Financial's 13F filing for Q2 2026, filed 10 Aug 2026.