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Howard Financial Services’s iShares Russell 1000 Value ETF IWD Stock Holding History

Howard Financial Services’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 		$291K Hold
1,200
– – 0.03% 194
2026
Q1 		$256K Buy
+1,200
New +$263K 0.03% 192

Other funds holding IWD

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
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
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return

Howard Financial Services's IWD Position: Q2 2026 in Review

Howard Financial Services held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 1,200 shares worth $291K. The position accounts for 0.03% of the portfolio, ranked #194.

Howard Financial Services first reported a position in IWD in Q1 2026 and has held it in 2 quarters since. 819 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Howard Financial Services held 1,200 shares of iShares Russell 1000 Value ETF worth $291K as of Q2 2026.
  • Howard Financial Services left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Value ETF made up 0.03% of Howard Financial Services's portfolio in Q2 2026, its #194 holding.
  • Howard Financial Services first reported a position in iShares Russell 1000 Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 819 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.