Howard Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Howard Wealth Management’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	$233K	Hold	960	–	–	0.09%	140
2026 Q1	$205K	Hold	960	–	–	0.09%	142
2025 Q4	$202K	Buy	+960	New	+$198K	0.09%	134
2025 Q1	–	Sell	-1,283	Closed	-$237K	–	117
2024 Q4	$237K	Buy	1,283 +21	+2%	+$4.03K	0.13%	105
2024 Q3	$240K	Sell	1,262 -24	-2%	-$4.37K	0.14%	105
2024 Q2	$224K	Buy	1,286 +1	+0.1%	+$175	0.18%	91
2024 Q1	$230K	Hold	1,285	–	–	0.19%	92
2023 Q4	$212K	Buy	+1,285	New	+$198K	0.18%	96
2023 Q3	–	Sell	-1,310	Closed	-$207K	–	97
2023 Q2	$207K	Sell	1,310 -25	-2%	-$3.82K	0.18%	98
2023 Q1	$203K	Hold	1,335	–	–	0.17%	105
2022 Q4	$202K	Buy	+1,335	New	+$200K	0.17%	110
2022 Q2	–	Sell	-1,435	Closed	-$238K	–	99
2022 Q1	$238K	Hold	1,435	–	–	0.13%	114
2021 Q4	$240K	Sell	1,435 -75	-5%	-$12.3K	0.13%	117
2021 Q3	$236K	Hold	1,510	–	–	0.13%	114
2021 Q2	$239K	Hold	1,510	–	–	0.13%	117
2021 Q1	$228K	Hold	1,510	–	–	0.13%	116
2020 Q4	$206K	Buy	+1,510	New	+$194K	0.13%	118
2020 Q1	–	Sell	-1,485	Closed	-$202K	–	298
2019 Q4	$202K	Buy	+1,485	New	+$196K	0.17%	96

Other funds holding IWD

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 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

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

Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Howard Wealth Management's IWD Position: Q2 2026 in Review

Howard Wealth Management held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 960 shares worth $233K. The position accounts for 0.09% of the portfolio, ranked #140.

Howard Wealth Management first reported a position in IWD in Q4 2019 and has held it in 18 quarters since. The position peaked at $240K in Q4 2021. 754 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Howard Wealth Management held 960 shares of iShares Russell 1000 Value ETF worth $233K as of Q2 2026.
Howard Wealth Management left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.09% of Howard Wealth Management's portfolio in Q2 2026, its #140 holding.
Howard Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and has held it in 18 quarters since.
Howard Wealth Management's iShares Russell 1000 Value ETF position peaked at $240K in Q4 2021.
754 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Howard Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.