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

Great Waters 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	$1.91M	Buy	7,858 +17	+0.2%	+$3.96K	0.18%	27
2026 Q1	$1.68M	Sell	7,841 -9	-0.1%	-$1.97K	0.18%	29
2025 Q4	$1.65M	Sell	7,850 -88	-1%	-$18.2K	0.18%	31
2025 Q3	$1.62M	Sell	7,938 -2	-0%	-$398	0.19%	31
2025 Q2	$1.54M	Buy	7,940 +29	+0.4%	+$5.37K	0.2%	30
2025 Q1	$1.49M	Sell	7,911 -1,732	-18%	-$330K	0.21%	31
2024 Q4	$1.79M	Sell	9,643 -38	-0.4%	-$7.29K	0.23%	27
2024 Q3	$1.84M	Buy	9,681 +42	+0.4%	+$7.65K	0.25%	28
2024 Q2	$1.68M	Sell	9,639 -90	-0.9%	-$15.7K	0.26%	28
2024 Q1	$1.74M	Sell	9,729 -3,870	-28%	-$655K	0.28%	28
2023 Q4	$2.23M	Sell	13,599 -152	-1%	-$23.5K	0.4%	22
2023 Q3	$2.06M	Sell	13,751 -31	-0.2%	-$4.92K	0.41%	25
2023 Q2	$2.18M	Sell	13,782 -266	-2%	-$40.7K	0.43%	24
2023 Q1	$2.17M	Sell	14,048 -894	-6%	-$138K	0.46%	25
2022 Q4	$2.36M	Buy	+14,942	New	+$2.24M	0.51%	24

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

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Great Waters Wealth Management's IWD Position: Q2 2026 in Review

Great Waters Wealth Management increased its iShares Russell 1000 Value ETF (IWD) stake by 0.22% in Q2 2026, buying an estimated $3.96K and bringing the position to 7,858 shares worth $1.91M. The position accounts for 0.18% of the portfolio, ranked #27.

Great Waters Wealth Management first reported a position in IWD in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.36M in Q4 2022. 754 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Great Waters Wealth Management held 7,858 shares of iShares Russell 1000 Value ETF worth $1.91M as of Q2 2026.
Great Waters Wealth Management bought 17 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $3.96K.
iShares Russell 1000 Value ETF made up 0.18% of Great Waters Wealth Management's portfolio in Q2 2026, its #27 holding.
Great Waters Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2022 and has held it in 15 quarters since.
Great Waters Wealth Management's iShares Russell 1000 Value ETF position peaked at $2.36M in Q4 2022.
754 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Great Waters Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.