IFWM
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Institute for Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Institute for Wealth Management’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 		$362K Sell
1,493
-432
-22% -$101K 0.03% 394
2026
Q1 		$411K Sell
1,925
-5
-0.3% -$1.09K 0.04% 359
2025
Q4 		$406K Sell
1,930
-1,167
-38% -$241K 0.04% 357
2025
Q3 		$630K Buy
3,097
+362
+13% +$72K 0.07% 275
2025
Q2 		$531K Sell
2,735
-255
-9% -$47.2K 0.06% 301
2025
Q1 		$563K Sell
2,990
-9
-0.3% -$1.71K 0.07% 271
2024
Q4 		$555K Sell
2,999
-16
-0.5% -$3.07K 0.07% 271
2024
Q3 		$572K Buy
3,015
+68
+2% +$12.4K 0.07% 269
2024
Q2 		$514K Buy
2,947
+561
+24% +$98.1K 0.07% 272
2024
Q1 		$427K Buy
2,386
+200
+9% +$33.8K 0.06% 315
2023
Q4 		$361K Sell
2,186
-65
-3% -$10K 0.06% 335
2023
Q3 		$342K Sell
2,251
-169
-7% -$26.8K 0.06% 321
2023
Q2 		$382K Sell
2,420
-40
-2% -$6.12K 0.06% 314
2023
Q1 		$375K Sell
2,460
-1,626
-40% -$251K 0.07% 310
2022
Q4 		$620K Sell
4,086
-127
-3% -$19K 0.13% 218
2022
Q3 		$573K Sell
4,213
-139
-3% -$20.9K 0.13% 208
2022
Q2 		$631K Buy
4,352
+693
+19% +$108K 0.12% 207
2022
Q1 		$607K Buy
3,659
+310
+9% +$50.9K 0.1% 251
2021
Q4 		$562K Hold
3,349
– – 0.09% 266
2021
Q3 		$524K Sell
3,349
-516
-13% -$82.7K 0.09% 264
2021
Q2 		$613K Buy
3,865
+322
+9% +$51K 0.11% 230
2021
Q1 		$537K Hold
3,543
– – 0.1% 249
2020
Q4 		$484K Buy
+3,543
New +$454K 0.1% 258
2020
Q1 		– Sell
-254
Closed -$35K – 539
2019
Q4 		$35K Buy
+254
New +$33.5K 0.01% 533
2013
Q3 		– Sell
-969
Closed -$81K – 88
2013
Q2 		$81K Buy
+969
New +$80.7K 0.07% 44

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

Institute for Wealth Management's IWD Position: Q2 2026 in Review

Institute for Wealth Management reduced its iShares Russell 1000 Value ETF (IWD) stake by 22% in Q2 2026, selling an estimated $101K and leaving 1,493 shares worth $362K. The position accounts for 0.03% of the portfolio, ranked #394.

Institute for Wealth Management first reported a position in IWD in Q2 2013 and has held it in 25 quarters since. The position peaked at $631K in Q2 2022. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Institute for Wealth Management held 1,493 shares of iShares Russell 1000 Value ETF worth $362K as of Q2 2026.
  • Institute for Wealth Management sold 432 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $101K.
  • iShares Russell 1000 Value ETF made up 0.03% of Institute for Wealth Management's portfolio in Q2 2026, its #394 holding.
  • Institute for Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 25 quarters since.
  • Institute for Wealth Management's iShares Russell 1000 Value ETF position peaked at $631K in Q2 2022.
  • 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.