Impact Capital Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Impact Capital Partners’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	$697K	Buy	2,875 +733	+34%	+$171K	0.19%	113
2026 Q1	$458K	Sell	2,142 -38	-2%	-$8.32K	0.14%	149
2025 Q4	$459K	Sell	2,180 -18	-0.8%	-$3.72K	0.14%	153
2025 Q3	$447K	Buy	2,198 +1,031	+88%	+$205K	0.13%	151
2025 Q2	$227K	Hold	1,167	–	–	0.07%	249
2025 Q1	$220K	Sell	1,167 -1,179	-50%	-$225K	0.08%	237
2024 Q4	$434K	Buy	+2,346	New	+$450K	0.15%	155

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

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

BWCS

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Impact Capital Partners's IWD Position: Q2 2026 in Review

Impact Capital Partners increased its iShares Russell 1000 Value ETF (IWD) stake by 34% in Q2 2026, buying an estimated $171K and bringing the position to 2,875 shares worth $697K. The position accounts for 0.19% of the portfolio, ranked #113.

Impact Capital Partners first reported a position in IWD in Q4 2024 and has held it in 7 quarters since. 561 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Impact Capital Partners held 2,875 shares of iShares Russell 1000 Value ETF worth $697K as of Q2 2026.
Impact Capital Partners bought 733 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $171K.
iShares Russell 1000 Value ETF made up 0.19% of Impact Capital Partners's portfolio in Q2 2026, its #113 holding.
Impact Capital Partners first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 7 quarters since.
561 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Impact Capital Partners's 13F filing for Q2 2026, filed 14 Jul 2026.