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Gateway Wealth Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Gateway Wealth Partners’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 		$449K Sell
1,851
-1,606
-46% -$374K 0.03% 500
2026
Q1 		$739K Buy
3,457
+1,775
+106% +$389K 0.03% 446
2025
Q4 		$354K Buy
+1,682
New +$347K 0.04% 331

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Gateway Wealth Partners's IWD Position: Q2 2026 in Review

Gateway Wealth Partners reduced its iShares Russell 1000 Value ETF (IWD) stake by 46% in Q2 2026, selling an estimated $374K and leaving 1,851 shares worth $449K. The position accounts for 0.03% of the portfolio, ranked #500.

Gateway Wealth Partners first reported a position in IWD in Q4 2025 and has held it in 3 quarters since. The position peaked at $739K in Q1 2026. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Gateway Wealth Partners held 1,851 shares of iShares Russell 1000 Value ETF worth $449K as of Q2 2026.
  • Gateway Wealth Partners sold 1,606 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $374K.
  • iShares Russell 1000 Value ETF made up 0.03% of Gateway Wealth Partners's portfolio in Q2 2026, its #500 holding.
  • Gateway Wealth Partners first reported a position in iShares Russell 1000 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Gateway Wealth Partners's iShares Russell 1000 Value ETF position peaked at $739K in Q1 2026.
  • 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.