J.W. Burns & Co’s iShares Russell 1000 Value ETF IWD Stock Holding History

J.W. Burns & Co’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	$242K	Hold	1,000	–	–	0.03%	177
2026 Q1	$214K	Hold	1,000	–	–	0.02%	177
2025 Q4	$210K	Hold	1,000	–	–	0.02%	181
2025 Q3	$204K	Buy	+1,000	New	+$199K	0.02%	181
2025 Q2	–	Sell	-1,130	Closed	-$213K	–	187
2025 Q1	$213K	Buy	+1,130	New	+$215K	0.03%	177
2019 Q2	–	Sell	-1,824	Closed	-$225K	–	166
2019 Q1	$225K	Buy	+1,824	New	+$219K	0.05%	148

Other funds holding IWD

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

BWCS

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

SAS

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

J.W. Burns & Co's IWD Position: Q2 2026 in Review

J.W. Burns & Co held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 1,000 shares worth $242K. The position accounts for 0.03% of the portfolio, ranked #177.

J.W. Burns & Co first reported a position in IWD in Q1 2019 and has held it in 6 quarters since. 390 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

J.W. Burns & Co held 1,000 shares of iShares Russell 1000 Value ETF worth $242K as of Q2 2026.
J.W. Burns & Co left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.03% of J.W. Burns & Co's portfolio in Q2 2026, its #177 holding.
J.W. Burns & Co first reported a position in iShares Russell 1000 Value ETF in Q1 2019 and has held it in 6 quarters since.
390 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on J.W. Burns & Co's 13F filing for Q2 2026, filed 15 Jul 2026.