Greenup Street Wealth Management’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
$714K Sell
2,947
-287
-9% -$66.9K 0.09% 82
2026
Q1
$691K Sell
3,234
-22
-0.7% -$4.82K 0.1% 78
2025
Q4
$685K Sell
3,256
-8
-0.2% -$1.65K 0.1% 75
2025
Q3
$665K Hold
3,264
0.1% 92
2025
Q2
$634K Hold
3,264
0.11% 71
2025
Q1
$614K Sell
3,264
-159
-5% -$30.3K 0.12% 71
2024
Q4
$634K Sell
3,423
-36
-1% -$6.91K 0.13% 65
2024
Q3
$657K Sell
3,459
-70
-2% -$12.8K 0.14% 61
2024
Q2
$616K Sell
3,529
-422
-11% -$73.8K 0.14% 61
2024
Q1
$708K Sell
3,951
-1,099
-22% -$186K 0.18% 58
2023
Q4
$835K Buy
+5,050
New +$780K 0.23% 54

Other funds holding IWD

Greenup Street Wealth Management's IWD Position: Q2 2026 in Review

Greenup Street Wealth Management reduced its iShares Russell 1000 Value ETF (IWD) stake by 8.9% in Q2 2026, selling an estimated $66.9K and leaving 2,947 shares worth $714K. The position accounts for 0.09% of the portfolio, ranked #82.

Greenup Street Wealth Management first reported a position in IWD in Q4 2023 and has held it in 11 quarters since. The position peaked at $835K in Q4 2023. 1,640 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Greenup Street Wealth Management held 2,947 shares of iShares Russell 1000 Value ETF worth $714K as of Q2 2026.
  • Greenup Street Wealth Management sold 287 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $66.9K.
  • iShares Russell 1000 Value ETF made up 0.09% of Greenup Street Wealth Management's portfolio in Q2 2026, its #82 holding.
  • Greenup Street Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 11 quarters since.
  • Greenup Street Wealth Management's iShares Russell 1000 Value ETF position peaked at $835K in Q4 2023.
  • 1,640 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Greenup Street Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.