Gilliland Jeter Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Gilliland Jeter Wealth Management’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	$3.68M	Buy	15,195 +745	+5%	+$174K	0.97%	24
2026 Q1	$3.09M	Buy	14,450 +468	+3%	+$102K	0.91%	29
2025 Q4	$2.94M	Buy	13,982 +136	+1%	+$28.1K	0.89%	29
2025 Q3	$2.82M	Buy	13,846 +414	+3%	+$82.4K	0.87%	30
2025 Q2	$2.61M	Buy	13,432 +174	+1%	+$32.2K	0.85%	31
2025 Q1	$2.49M	Buy	13,258 +387	+3%	+$73.7K	0.88%	31
2024 Q4	$2.38M	Sell	12,871 -81	-0.6%	-$15.5K	0.8%	33
2024 Q3	$2.46M	Buy	12,952 +352	+3%	+$64.1K	0.79%	32
2024 Q2	$2.2M	Buy	12,600 +42	+0.3%	+$7.34K	0.74%	36
2024 Q1	$2.25M	Buy	12,558 +14	+0.1%	+$2.37K	0.78%	35
2023 Q4	$2.07M	Buy	+12,544	New	+$1.94M	0.86%	35

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

Gilliland Jeter Wealth Management's IWD Position: Q2 2026 in Review

Gilliland Jeter Wealth Management increased its iShares Russell 1000 Value ETF (IWD) stake by 5.2% in Q2 2026, buying an estimated $174K and bringing the position to 15,195 shares worth $3.68M. The position accounts for 0.97% of the portfolio, ranked #24.

Gilliland Jeter Wealth Management first reported a position in IWD in Q4 2023 and has held it in 11 quarters since. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Gilliland Jeter Wealth Management held 15,195 shares of iShares Russell 1000 Value ETF worth $3.68M as of Q2 2026.
Gilliland Jeter Wealth Management bought 745 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $174K.
iShares Russell 1000 Value ETF made up 0.97% of Gilliland Jeter Wealth Management's portfolio in Q2 2026, its #24 holding.
Gilliland Jeter Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 11 quarters since.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.