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Investment Research Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Investment Research Partners’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 Hold
1,114
– – 0.09% 231
2026
Q1 		$238K Hold
1,114
– – 0.1% 208
2025
Q4 		$234K Sell
1,114
-3
-0.3% -$620 0.1% 205
2025
Q3 		$229K Buy
+1,117
New +$222K 0.1% 204

Other funds holding IWD

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

Investment Research Partners's IWD Position: Q2 2026 in Review

Investment Research Partners held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 1,114 shares worth $270K. The position accounts for 0.09% of the portfolio, ranked #231.

Investment Research Partners first reported a position in IWD in Q3 2025 and has held it in 4 quarters since. 1,640 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Investment Research Partners held 1,114 shares of iShares Russell 1000 Value ETF worth $270K as of Q2 2026.
  • Investment Research Partners left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Value ETF made up 0.09% of Investment Research Partners's portfolio in Q2 2026, its #231 holding.
  • Investment Research Partners first reported a position in iShares Russell 1000 Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,640 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.