IFO
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Independent Family Office’s iShares Russell 1000 Value ETF IWD Stock Holding History

Independent Family Office’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 		$20.9M Buy
86,163
+1,498
+2% +$349K 8.39% 3
2026
Q1 		$18.1M Sell
84,665
-2,246
-3% -$492K 7.44% 3
2025
Q4 		$18.3M Hold
86,911
– – 7.63% 4
2025
Q3 		$17.7M Sell
86,911
-365
-0.4% -$72.6K 7.49% 4
2025
Q2 		$17M Buy
87,276
+1,212
+1% +$224K 7.86% 4
2025
Q1 		$16.2M Buy
86,064
+788
+0.9% +$150K 8.52% 4
2024
Q4 		$15.8M Buy
85,276
+3,250
+4% +$623K 8.2% 4
2024
Q3 		$15.6M Buy
82,026
+2,119
+3% +$386K 7.81% 4
2024
Q2 		$13.9M Sell
79,907
-2,648
-3% -$463K 7.95% 4
2024
Q1 		$14.8M Hold
82,555
– – 7.94% 4
2023
Q4 		$13.6M Sell
82,555
-4,207
-5% -$650K 7.72% 4
2023
Q3 		$13.2M Buy
86,762
+750
+0.9% +$119K 8.23% 4
2023
Q2 		$13.6M Sell
86,012
-1,233
-1% -$188K 8.22% 4
2023
Q1 		$13.3M Buy
87,245
+1,141
+1% +$176K 7.66% 4
2022
Q4 		$13.1M Buy
86,104
+17,525
+26% +$2.62M 7.84% 4
2022
Q3 		$9.33M Sell
68,579
-5,703
-8% -$857K 4.6% 5
2022
Q2 		$10.8K Buy
74,282
+5,068
+7% +$793K 5.31% 3
2022
Q1 		$11.5M Buy
69,214
+2,021
+3% +$332K 3.76% 3
2021
Q4 		$11.3M Buy
67,193
+425
+0.6% +$69.6K 4.26% 3
2021
Q3 		$10.4M Sell
66,768
-175
-0.3% -$28.1K 4.29% 4
2021
Q2 		$10.6M Sell
66,943
-5,036
-7% -$797K 4.14% 4
2021
Q1 		$10.9M Buy
71,979
+844
+1% +$122K 4.28% 4
2020
Q4 		$9.73M Buy
71,135
+630
+0.9% +$80.8K 4.06% 5
2020
Q3 		$8.33M Buy
70,505
+65
+0.1% +$7.71K 3.95% 4
2020
Q2 		$7.93M Buy
70,440
+4,681
+7% +$515K 4.11% 4
2020
Q1 		$6.52M Buy
65,759
+702
+1% +$87.5K 4.06% 5
2019
Q4 		$8.88M Buy
+65,057
New +$8.57M 5.57% 3

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Independent Family Office's IWD Position: Q2 2026 in Review

Independent Family Office increased its iShares Russell 1000 Value ETF (IWD) stake by 1.8% in Q2 2026, buying an estimated $349K and bringing the position to 86,163 shares worth $20.9M. The position accounts for 8.39% of the portfolio, ranked #3.

Independent Family Office first reported a position in IWD in Q4 2019 and has held it in 27 quarters since. 1,967 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Independent Family Office held 86,163 shares of iShares Russell 1000 Value ETF worth $20.9M as of Q2 2026.
  • Independent Family Office bought 1,498 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $349K.
  • iShares Russell 1000 Value ETF made up 8.39% of Independent Family Office's portfolio in Q2 2026, its #3 holding.
  • Independent Family Office first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,967 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Independent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.