Higgins & Schmidt Wealth Strategies’s iShares Russell 1000 Value ETF IWD Stock Holding History

Higgins & Schmidt Wealth Strategies’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	$1.26M	Sell	5,216 -53	-1%	-$12.3K	0.52%	22
2026 Q1	$1.13M	Buy	5,269 +603	+13%	+$132K	0.51%	24
2025 Q4	$981K	Sell	4,666 -20	-0.4%	-$4.13K	0.46%	24
2025 Q3	$954K	Sell	4,686 -55	-1%	-$10.9K	0.48%	22
2025 Q2	$921K	Buy	+4,741	New	+$878K	0.51%	22

Other funds holding IWD

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 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

Higgins & Schmidt Wealth Strategies's IWD Position: Q2 2026 in Review

Higgins & Schmidt Wealth Strategies reduced its iShares Russell 1000 Value ETF (IWD) stake by 1% in Q2 2026, selling an estimated $12.3K and leaving 5,216 shares worth $1.26M. The position accounts for 0.52% of the portfolio, ranked #22.

Higgins & Schmidt Wealth Strategies first reported a position in IWD in Q2 2025 and has held it in 5 quarters since. 1,018 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Higgins & Schmidt Wealth Strategies held 5,216 shares of iShares Russell 1000 Value ETF worth $1.26M as of Q2 2026.
Higgins & Schmidt Wealth Strategies sold 53 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $12.3K.
iShares Russell 1000 Value ETF made up 0.52% of Higgins & Schmidt Wealth Strategies's portfolio in Q2 2026, its #22 holding.
Higgins & Schmidt Wealth Strategies first reported a position in iShares Russell 1000 Value ETF in Q2 2025 and has held it in 5 quarters since.
1,018 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Higgins & Schmidt Wealth Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.