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

Intrua Financial’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	$3.97M	Buy	16,367 +6,003	+58%	+$1.4M	0.36%	50
2026 Q1	$2.21M	Buy	10,364 +2,802	+37%	+$614K	0.23%	86
2025 Q4	$1.59M	Buy	7,562 +1,533	+25%	+$317K	0.17%	107
2025 Q3	$1.23M	Buy	+6,029	New	+$1.2M	0.13%	123
2024 Q1	–	Sell	-1,526	Closed	-$252K	–	434
2023 Q4	$252K	Sell	1,526 -26	-2%	-$4.01K	0.04%	347
2023 Q3	$236K	Sell	1,552 -77	-5%	-$12.2K	0.04%	307
2023 Q2	$257K	Buy	1,629 +52	+3%	+$7.95K	0.04%	296
2023 Q1	$237K	Sell	1,577 -93	-6%	-$14.4K	0.05%	291
2022 Q4	$257K	Buy	1,670 +1	+0.1%	+$150	0.06%	276
2022 Q3	$227K	Sell	1,669 -4	-0.2%	-$601	0.06%	274
2022 Q2	$243K	Buy	+1,673	New	+$262K	0.05%	315

Other funds holding IWD

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

7WCP

71 West Capital Partners Boston, Massachusetts $2.89B AUM

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Intrua Financial's IWD Position: Q2 2026 in Review

Intrua Financial increased its iShares Russell 1000 Value ETF (IWD) stake by 58% in Q2 2026, buying an estimated $1.4M and bringing the position to 16,367 shares worth $3.97M. The position accounts for 0.36% of the portfolio, ranked #50.

Intrua Financial first reported a position in IWD in Q2 2022 and has held it in 11 quarters since. 1,119 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Intrua Financial held 16,367 shares of iShares Russell 1000 Value ETF worth $3.97M as of Q2 2026.
Intrua Financial bought 6,003 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $1.4M.
iShares Russell 1000 Value ETF made up 0.36% of Intrua Financial's portfolio in Q2 2026, its #50 holding.
Intrua Financial first reported a position in iShares Russell 1000 Value ETF in Q2 2022 and has held it in 11 quarters since.
1,119 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.