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Greatmark Investment Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Greatmark Investment Partners’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 		$827K Hold
3,413
– – 0.09% 88
2026
Q1 		$729K Hold
3,413
– – 0.09% 86
2025
Q4 		$718K Buy
3,413
+2,143
+169% +$443K 0.08% 90
2025
Q3 		$259K Hold
1,270
– – 0.03% 129
2025
Q2 		$247K Hold
1,270
– – 0.03% 132
2025
Q1 		$239K Hold
1,270
– – 0.03% 124
2024
Q4 		$235K Hold
1,270
– – 0.03% 129
2024
Q3 		$241K Hold
1,270
– – 0.03% 123
2024
Q2 		$222K Hold
1,270
– – 0.03% 120
2024
Q1 		$227K Sell
1,270
-207
-14% -$35K 0.03% 118
2023
Q4 		$244K Buy
+1,477
New +$228K 0.04% 117
2023
Q3 		– Sell
-1,270
Closed -$200K – 131
2023
Q2 		$200K Sell
1,270
-46
-3% -$7.03K 0.03% 129
2023
Q1 		$200K Buy
+1,316
New +$203K 0.04% 128
2022
Q2 		– Sell
-1,366
Closed -$227K – 133
2022
Q1 		$227K Hold
1,366
– – 0.04% 126
2021
Q4 		$229K Hold
1,366
– – 0.04% 124
2021
Q3 		$214K Hold
1,366
– – 0.04% 131
2021
Q2 		$217K Buy
1,366
+46
+3% +$7.28K 0.04% 131
2021
Q1 		$200K Buy
+1,320
New +$191K 0.04% 131
2015
Q1 		– Sell
-3,825
Closed -$399K – 91
2014
Q4 		$399K Hold
3,825
– – 0.17% 65
2014
Q3 		$383K Buy
3,825
+1,270
+50% +$129K 0.18% 65
2014
Q2 		$259K Hold
2,555
– – 0.11% 76
2014
Q1 		$247K Hold
2,555
– – 0.11% 76
2013
Q4 		$241K Hold
2,555
– – 0.11% 77
2013
Q3 		$220K Hold
2,555
– – 0.11% 77
2013
Q2 		$214K Buy
+2,555
New +$213K 0.14% 75

Other funds holding IWD

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
OC
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
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

Greatmark Investment Partners's IWD Position: Q2 2026 in Review

Greatmark Investment Partners held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 3,413 shares worth $827K. The position accounts for 0.09% of the portfolio, ranked #88.

Greatmark Investment Partners first reported a position in IWD in Q2 2013 and has held it in 25 quarters since. 1,000 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Greatmark Investment Partners held 3,413 shares of iShares Russell 1000 Value ETF worth $827K as of Q2 2026.
  • Greatmark Investment Partners left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Value ETF made up 0.09% of Greatmark Investment Partners's portfolio in Q2 2026, its #88 holding.
  • Greatmark Investment Partners first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 25 quarters since.
  • 1,000 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Greatmark Investment Partners's 13F filing for Q2 2026, filed 24 Jul 2026.