Global Retirement Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $8.97M | Buy |
+36,980
| New | +$8.61M | 0.14% | 147 |
|
|
2025
Q4 | $6.31M | Buy |
29,976
+5,216
| +21% | +$1.08M | 0.11% | 172 |
|
|
2025
Q3 | $5.04M | Buy |
24,760
+62
| +0.3% | +$12.3K | 0.11% | 166 |
|
|
2025
Q2 | $4.8M | Buy |
+24,698
| New | +$4.57M | 0.12% | 164 |
|
|
2024
Q4 | $5.67M | Buy |
30,641
+4,052
| +15% | +$777K | 0.16% | 120 |
|
|
2024
Q3 | $5.05M | Sell |
26,589
-1,259
| -5% | -$229K | 0.15% | 133 |
|
|
2024
Q2 | $4.86M | Buy |
27,848
+3,007
| +12% | +$526K | 0.15% | 141 |
|
|
2024
Q1 | $4.45M | Sell |
24,841
-333
| -1% | -$56.3K | 0.17% | 135 |
|
|
2023
Q4 | $4.1M | Sell |
25,174
-1,309
| -5% | -$202K | 0.17% | 127 |
|
|
2023
Q3 | $3.94M | Buy |
26,483
+818
| +3% | +$130K | 0.2% | 108 |
|
|
2023
Q2 | $4.05M | Sell |
25,665
-2,665
| -9% | -$407K | 0.2% | 113 |
|
|
2023
Q1 | $4.28M | Buy |
28,330
+7,316
| +35% | +$1.13M | 0.23% | 97 |
|
|
2022
Q4 | $3.19M | Buy |
21,014
+5,696
| +37% | +$853K | 0.22% | 103 |
|
|
2022
Q3 | $2.29M | Sell |
15,318
-122
| -0.8% | -$18.3K | 0.17% | 132 |
|
|
2022
Q2 | $2.24M | Sell |
15,440
-23
| -0.1% | -$3.6K | 0.18% | 127 |
|
|
2022
Q1 | $2.39M | Buy |
+15,463
| New | +$2.54M | 0.19% | 122 |
|
|
2021
Q4 | – | Sell |
-14,107
| Closed | -$2.21M | – | 1032 |
|
|
2021
Q3 | $2.21M | Sell |
14,107
-959
| -6% | -$154K | 0.22% | 100 |
|
|
2021
Q2 | $2.39M | Buy |
15,066
+808
| +6% | +$128K | 0.24% | 86 |
|
|
2021
Q1 | $2.16M | Sell |
14,258
-275
| -2% | -$39.8K | 0.25% | 78 |
|
|
2020
Q4 | $1.99M | Buy |
14,533
+904
| +7% | +$116K | 0.25% | 79 |
|
|
2020
Q3 | $1.61M | Sell |
13,629
-975
| -7% | -$116K | 0.24% | 93 |
|
|
2020
Q2 | $1.65M | Sell |
14,604
-581
| -4% | -$63.9K | 0.26% | 81 |
|
|
2020
Q1 | $1.51M | Sell |
15,185
-202
| -1% | -$25.2K | 0.28% | 76 |
|
|
2019
Q4 | $2.1M | Buy |
15,387
+259
| +2% | +$34.1K | 0.32% | 68 |
|
|
2019
Q3 | $1.94M | Sell |
15,128
-221
| -1% | -$28.1K | 0.32% | 73 |
|
|
2019
Q2 | $1.95M | Buy |
15,349
+1,093
| +8% | +$137K | 0.37% | 53 |
|
|
2019
Q1 | $1.76M | Buy |
14,256
+69
| +0.5% | +$8.29K | 0.43% | 45 |
|
|
2018
Q4 | $1.57M | Buy |
14,187
+2,223
| +19% | +$266K | 0.4% | 53 |
|
|
2018
Q3 | $1.51M | Sell |
11,964
-1,546
| -11% | -$194K | 0.34% | 62 |
|
|
2018
Q2 | $1.64M | Buy |
13,510
+2,535
| +23% | +$308K | 0.41% | 51 |
|
|
2018
Q1 | $1.32M | Sell |
10,975
-126
| -1% | -$15.7K | 0.36% | 54 |
|
|
2017
Q4 | $1.38M | Buy |
11,101
+600
| +6% | +$72.7K | 0.38% | 43 |
|
|
2017
Q3 | $1.24M | Sell |
10,501
-768
| -7% | -$89.5K | 0.51% | 30 |
|
|
2017
Q2 | $1.31M | Buy |
11,269
+278
| +3% | +$32K | 0.62% | 25 |
|
|
2017
Q1 | $1.26M | Buy |
10,991
+292
| +3% | +$33.5K | 0.71% | 20 |
|
|
2016
Q4 | $1.2M | Buy |
+10,699
| New | +$1.16M | 0.81% | 17 |
|
Other funds holding IWD
Global Retirement Partners's IWD Position: Q2 2026 in Review
Global Retirement Partners opened a new position in iShares Russell 1000 Value ETF (IWD) in Q2 2026: 36,980 shares worth $8.97M. The stake represents 0.14% of the portfolio and ranks #147 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in IWD as recently as Q4 2025.
Global Retirement Partners first reported a position in IWD in Q4 2016 and has held it in 36 quarters since. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.
- Global Retirement Partners held 36,980 shares of iShares Russell 1000 Value ETF worth $8.97M as of Q2 2026.
- iShares Russell 1000 Value ETF was a new Global Retirement Partners position in Q2 2026.
- iShares Russell 1000 Value ETF made up 0.14% of Global Retirement Partners's portfolio in Q2 2026, its #147 holding.
- Global Retirement Partners first reported a position in iShares Russell 1000 Value ETF in Q4 2016 and has held it in 36 quarters since.
- 1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.
Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.