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Insight Wealth Strategies’s iShares Russell 1000 Value ETF IWD Stock Holding History

Insight Wealth Strategies’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 		$270K Buy
1,107
+1
+0.1% +$233 0.03% 166
2026
Q1 		$236K Buy
1,106
+1
+0.1% +$219 0.03% 167
2025
Q4 		$232K Buy
1,105
+1
+0.1% +$207 0.03% 164
2025
Q3 		$225K Sell
1,104
-17
-2% -$3.38K 0.03% 166
2025
Q2 		$220K Buy
1,121
+1
+0.1% +$185 0.03% 164
2025
Q1 		$211K Buy
1,120
+1
+0.1% +$190 0.03% 153
2024
Q4 		$207K Buy
1,119
+1
+0.1% +$192 0.03% 150
2024
Q3 		$212K Buy
+1,118
New +$204K 0.03% 155
2023
Q3 		– Sell
-1,309
Closed -$207K – 145
2023
Q2 		$207K Buy
+1,309
New +$200K 0.04% 133
2022
Q2 		– Sell
-1,306
Closed -$217K – 154
2022
Q1 		$217K Sell
1,306
-6
-0.5% -$985 0.03% 151
2021
Q4 		$220K Sell
1,312
-105
-7% -$17.2K 0.03% 145
2021
Q3 		$222K Buy
1,417
+3
+0.2% +$481 0.03% 179
2021
Q2 		$224K Sell
1,414
-239
-14% -$37.8K 0.03% 173
2021
Q1 		$251K Buy
1,653
+2
+0.1% +$289 0.03% 194
2020
Q4 		$226K Buy
+1,651
New +$212K 0.04% 205
2020
Q2 		– Sell
-3,052
Closed -$303K – 177
2020
Q1 		$303K Sell
3,052
-1,245
-29% -$155K 0.08% 111
2019
Q4 		$586K Sell
4,297
-129
-3% -$17K 0.12% 110
2019
Q3 		$568K Buy
4,426
+205
+5% +$26.1K 0.13% 101
2019
Q2 		$537K Buy
4,221
+193
+5% +$24.2K 0.13% 98
2019
Q1 		$497K Buy
+4,028
New +$484K 0.14% 92

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

Insight Wealth Strategies's IWD Position: Q2 2026 in Review

Insight Wealth Strategies increased its iShares Russell 1000 Value ETF (IWD) stake by 0.09% in Q2 2026, buying an estimated $233 and bringing the position to 1,107 shares worth $270K. The position accounts for 0.03% of the portfolio, ranked #166.

Insight Wealth Strategies first reported a position in IWD in Q1 2019 and has held it in 20 quarters since. The position peaked at $586K in Q4 2019. 823 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Insight Wealth Strategies held 1,107 shares of iShares Russell 1000 Value ETF worth $270K as of Q2 2026.
  • Insight Wealth Strategies bought 1 iShares Russell 1000 Value ETF share in Q2 2026, an estimated $233.
  • iShares Russell 1000 Value ETF made up 0.03% of Insight Wealth Strategies's portfolio in Q2 2026, its #166 holding.
  • Insight Wealth Strategies first reported a position in iShares Russell 1000 Value ETF in Q1 2019 and has held it in 20 quarters since.
  • Insight Wealth Strategies's iShares Russell 1000 Value ETF position peaked at $586K in Q4 2019.
  • 823 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.