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Greenwood Gearhart’s iShares Russell 1000 Value ETF IWD Stock Holding History

Greenwood Gearhart’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 		$208K Buy
+856
New +$199K 0.01% 159
2026
Q1 		– Sell
-2,029
Closed -$427K – 138
2025
Q4 		$427K Sell
2,029
-1,186
-37% -$245K 0.02% 89
2025
Q3 		$655K Buy
3,215
+57
+2% +$11.3K 0.04% 73
2025
Q2 		$613K Hold
3,158
– – 0.04% 74
2025
Q1 		$594K Sell
3,158
-54
-2% -$10.3K 0.04% 73
2024
Q4 		$595K Hold
3,212
– – 0.04% 82
2024
Q3 		$610K Buy
3,212
+54
+2% +$9.84K 0.05% 66
2024
Q2 		$551K Hold
3,158
– – 0.05% 67
2024
Q1 		$566K Buy
3,158
+2,058
+187% +$348K 0.06% 66
2023
Q4 		$182K Sell
1,100
-525
-32% -$81.1K 0.02% 99
2023
Q3 		$247K Hold
1,625
– – 0.03% 86
2023
Q2 		$256K Hold
1,625
– – 0.03% 92
2023
Q1 		$247K Hold
1,625
– – 0.03% 89
2022
Q4 		$246K Hold
1,625
– – 0.03% 92
2022
Q3 		$221K Hold
1,625
– – 0.04% 89
2022
Q2 		$236K Hold
1,625
– – 0.04% 85
2022
Q1 		$270K Sell
1,625
-181
-10% -$29.7K 0.04% 86
2021
Q4 		$303K Hold
1,806
– – 0.04% 83
2021
Q3 		$283K Sell
1,806
-250
-12% -$40.1K 0.04% 77
2021
Q2 		$326K Sell
2,056
-547
-21% -$86.6K 0.05% 72
2021
Q1 		$394K Sell
2,603
-1,955
-43% -$283K 0.07% 67
2020
Q4 		$623K Buy
+4,558
New +$585K 0.12% 59

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

Greenwood Gearhart's IWD Position: Q2 2026 in Review

Greenwood Gearhart opened a new position in iShares Russell 1000 Value ETF (IWD) in Q2 2026: 856 shares worth $208K. The stake represents 0.01% of the portfolio and ranks #159 among its holdings. This is a return to the name: Greenwood Gearhart previously reported a position in IWD as recently as Q4 2025.

Greenwood Gearhart first reported a position in IWD in Q4 2020 and has held it in 22 quarters since. The position peaked at $655K in Q3 2025. 1,000 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Greenwood Gearhart held 856 shares of iShares Russell 1000 Value ETF worth $208K as of Q2 2026.
  • iShares Russell 1000 Value ETF was a new Greenwood Gearhart position in Q2 2026.
  • iShares Russell 1000 Value ETF made up 0.01% of Greenwood Gearhart's portfolio in Q2 2026, its #159 holding.
  • Greenwood Gearhart first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and has held it in 22 quarters since.
  • Greenwood Gearhart's iShares Russell 1000 Value ETF position peaked at $655K in Q3 2025.
  • 1,000 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Greenwood Gearhart's 13F filing for Q2 2026, filed 24 Jul 2026.