FSM Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

FSM Wealth Advisors’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	$275K	Hold	1,136	–	–	0.03%	277
2026 Q1	$243K	Buy	1,136 +1	+0.1%	+$219	0.03%	274
2025 Q4	$239K	Hold	1,135	–	–	0.03%	274
2025 Q3	$231K	Buy	1,135 +2	+0.2%	+$398	0.03%	285
2025 Q2	$222K	Buy	1,133 +1	+0.1%	+$185	0.04%	259
2025 Q1	$213K	Sell	1,132 -101	-8%	-$19.2K	0.05%	197
2024 Q4	$234K	Buy	1,233 +1	+0.1%	+$192	0.06%	167
2024 Q3	$234K	Buy	1,232 +2	+0.2%	+$364	0.06%	159
2024 Q2	$215K	Buy	1,230 +1	+0.1%	+$175	0.07%	149
2024 Q1	$220K	Buy	+1,229	New	+$208K	0.08%	150

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

FSM Wealth Advisors's IWD Position: Q2 2026 in Review

FSM Wealth Advisors held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 1,136 shares worth $275K. The position accounts for 0.03% of the portfolio, ranked #277.

FSM Wealth Advisors first reported a position in IWD in Q1 2024 and has held it in 10 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

FSM Wealth Advisors held 1,136 shares of iShares Russell 1000 Value ETF worth $275K as of Q2 2026.
FSM Wealth Advisors left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.03% of FSM Wealth Advisors's portfolio in Q2 2026, its #277 holding.
FSM Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q1 2024 and has held it in 10 quarters since.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.