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Independent Financial Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Independent Financial Group’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 		$1.45M Buy
5,968
+1,219
+26% +$284K 0.03% 562
2026
Q1 		$1.01M Buy
4,749
+10
+0.2% +$2.19K 0.02% 623
2025
Q4 		$997K Buy
4,739
+316
+7% +$65.3K 0.02% 622
2025
Q3 		$901K Buy
4,423
+137
+3% +$27.3K 0.02% 631
2025
Q2 		$832K Sell
4,286
-53
-1% -$9.82K 0.02% 600
2025
Q1 		$817K Sell
4,339
-178
-4% -$33.9K 0.03% 539
2024
Q4 		$836K Buy
4,517
+160
+4% +$30.7K 0.03% 526
2024
Q3 		$827K Sell
4,357
-510
-10% -$92.9K 0.03% 497
2024
Q2 		$849K Sell
4,867
-302
-6% -$52.8K 0.03% 445
2024
Q1 		$926K Buy
5,169
+521
+11% +$88.2K 0.04% 395
2023
Q4 		$768K Buy
4,648
+927
+25% +$143K 0.04% 432
2023
Q3 		$565K Buy
3,721
+337
+10% +$53.5K 0.04% 455
2023
Q2 		$534K Hold
3,384
– – 0.04% 467
2023
Q1 		$515K Buy
3,384
+611
+22% +$94.4K 0.04% 450
2022
Q4 		$421K Buy
2,773
+173
+7% +$25.9K 0.04% 463
2022
Q3 		$354K Buy
2,600
+256
+11% +$38.5K 0.03% 493
2022
Q2 		$340K Buy
2,344
+172
+8% +$26.9K 0.04% 466
2022
Q1 		$361K Hold
2,172
– – 0.03% 535
2021
Q4 		$365K Sell
2,172
-14
-0.6% -$2.29K 0.03% 520
2021
Q3 		$342K Sell
2,186
-1,025
-32% -$164K 0.04% 488
2021
Q2 		$509K Buy
3,211
+246
+8% +$38.9K 0.05% 364
2021
Q1 		$449K Buy
2,965
+1,344
+83% +$194K 0.06% 359
2020
Q4 		$222K Buy
+1,621
New +$208K 0.03% 498

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 Financial Group's IWD Position: Q2 2026 in Review

Independent Financial Group increased its iShares Russell 1000 Value ETF (IWD) stake by 26% in Q2 2026, buying an estimated $284K and bringing the position to 5,968 shares worth $1.45M. The position accounts for 0.03% of the portfolio, ranked #562.

Independent Financial Group first reported a position in IWD in Q4 2020 and has held it in 23 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Independent Financial Group held 5,968 shares of iShares Russell 1000 Value ETF worth $1.45M as of Q2 2026.
  • Independent Financial Group bought 1,219 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $284K.
  • iShares Russell 1000 Value ETF made up 0.03% of Independent Financial Group's portfolio in Q2 2026, its #562 holding.
  • Independent Financial Group first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.