Inspirion Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Inspirion Wealth Advisors’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	$245K	Hold	1,004	–	–	0.03%	163
2026 Q1	$215K	Hold	1,004	–	–	0.03%	163
2025 Q4	$211K	Buy	+1,004	New	+$207K	0.03%	159
2025 Q3	–	Sell	-1,034	Closed	-$201K	–	165
2025 Q2	$201K	Buy	+1,034	New	+$191K	0.03%	149
2024 Q3	–	Sell	-1,936	Closed	-$338K	–	157
2024 Q2	$338K	Hold	1,936	–	–	0.05%	111
2024 Q1	$347K	Hold	1,936	–	–	0.06%	109
2023 Q4	$321K	Buy	1,936 +51	+3%	+$7.88K	0.06%	107
2023 Q3	$286K	Hold	1,885	–	–	0.06%	112
2023 Q2	$298K	Hold	1,885	–	–	0.06%	110
2023 Q1	$287K	Hold	1,885	–	–	0.06%	108
2022 Q4	$286K	Sell	1,885 -106	-5%	-$15.9K	0.06%	102
2022 Q3	$271K	Buy	1,991 +1	+0.1%	+$150	0.06%	99
2022 Q2	$288K	Hold	1,990	–	–	0.06%	102
2022 Q1	$330K	Sell	1,990 -8	-0.4%	-$1.31K	0.07%	84
2021 Q4	$336K	Buy	+1,998	New	+$327K	0.07%	79

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Inspirion Wealth Advisors's IWD Position: Q2 2026 in Review

Inspirion Wealth Advisors held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 1,004 shares worth $245K. The position accounts for 0.03% of the portfolio, ranked #163.

Inspirion Wealth Advisors first reported a position in IWD in Q4 2021 and has held it in 15 quarters since. The position peaked at $347K in Q1 2024. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Inspirion Wealth Advisors held 1,004 shares of iShares Russell 1000 Value ETF worth $245K as of Q2 2026.
Inspirion Wealth Advisors left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.03% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #163 holding.
Inspirion Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and has held it in 15 quarters since.
Inspirion Wealth Advisors's iShares Russell 1000 Value ETF position peaked at $347K in Q1 2024.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.