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

Global 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	$1.69M	Hold	6,964	–	–	0.86%	18
2026 Q1	$1.49M	Hold	6,964	–	–	0.81%	18
2025 Q4	$1.46M	Hold	6,964	–	–	0.79%	17
2025 Q3	$1.42M	Sell	6,964 -1,256	-15%	-$250K	0.74%	15
2025 Q2	$1.62M	Hold	8,220	–	–	0.89%	14
2025 Q1	$1.55M	Hold	8,220	–	–	0.89%	14
2024 Q4	$1.52M	Hold	8,220	–	–	0.97%	14
2024 Q3	$1.56M	Buy	+8,220	New	+$1.5M	1.06%	14

Other funds holding IWD

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return

BWCS

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Global Wealth Management's IWD Position: Q2 2026 in Review

Global Wealth Management held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 6,964 shares worth $1.69M. The position accounts for 0.86% of the portfolio, ranked #18.

Global Wealth Management first reported a position in IWD in Q3 2024 and has held it in 8 quarters since. 552 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Global Wealth Management held 6,964 shares of iShares Russell 1000 Value ETF worth $1.69M as of Q2 2026.
Global Wealth Management left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.86% of Global Wealth Management's portfolio in Q2 2026, its #18 holding.
Global Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q3 2024 and has held it in 8 quarters since.
552 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Global Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.