GC Wealth Management RIA’s iShares Russell 1000 Value ETF IWD Stock Holding History

GC Wealth Management RIA’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	$641K	Sell	2,643 -68	-3%	-$15.8K	0.04%	292
2026 Q1	$579K	Sell	2,711 -1,325	-33%	-$290K	0.02%	321
2025 Q4	$849K	Sell	4,036 -100	-2%	-$20.7K	0.03%	256
2025 Q3	$842K	Buy	4,136 +698	+20%	+$139K	0.03%	391
2025 Q2	$668K	Buy	3,438 +2,243	+188%	+$415K	0.05%	271
2025 Q1	$225K	Sell	1,195 -3	-0.3%	-$571	0.04%	287
2024 Q4	$222K	Sell	1,198 -370	-24%	-$71K	0.04%	270
2024 Q3	$298K	Sell	1,568 -22	-1%	-$4.01K	0.05%	252
2024 Q2	$277K	Sell	1,590 -16	-1%	-$2.8K	0.05%	236
2024 Q1	$288K	Buy	1,606 +129	+9%	+$21.8K	0.06%	231
2023 Q4	$244K	Buy	+1,477	New	+$228K	0.11%	187

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

GC Wealth Management RIA's IWD Position: Q2 2026 in Review

GC Wealth Management RIA reduced its iShares Russell 1000 Value ETF (IWD) stake by 2.5% in Q2 2026, selling an estimated $15.8K and leaving 2,643 shares worth $641K. The position accounts for 0.04% of the portfolio, ranked #292.

GC Wealth Management RIA first reported a position in IWD in Q4 2023 and has held it in 11 quarters since. The position peaked at $849K in Q4 2025. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

GC Wealth Management RIA held 2,643 shares of iShares Russell 1000 Value ETF worth $641K as of Q2 2026.
GC Wealth Management RIA sold 68 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $15.8K.
iShares Russell 1000 Value ETF made up 0.04% of GC Wealth Management RIA's portfolio in Q2 2026, its #292 holding.
GC Wealth Management RIA first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 11 quarters since.
GC Wealth Management RIA's iShares Russell 1000 Value ETF position peaked at $849K in Q4 2025.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.