Jamison Private Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Jamison Private 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	$449K	Buy	1,852 +20	+1%	+$4.66K	0.05%	179
2026 Q1	$391K	Buy	1,832 +4	+0.2%	+$876	0.05%	168
2025 Q4	$385K	Buy	1,828 +4	+0.2%	+$826	0.05%	172
2025 Q3	$371K	Sell	1,824 -66	-3%	-$13.1K	0.05%	174
2025 Q2	$367K	Buy	1,890 +317	+20%	+$58.7K	0.05%	167
2025 Q1	$296K	Hold	1,573	–	–	0.05%	174
2024 Q4	$291K	Hold	1,573	–	–	0.04%	179
2024 Q3	$299K	Hold	1,573	–	–	0.05%	166
2024 Q2	$274K	Hold	1,573	–	–	0.05%	159
2024 Q1	$282K	Buy	+1,573	New	+$266K	0.05%	156

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

Jamison Private Wealth Management's IWD Position: Q2 2026 in Review

Jamison Private Wealth Management increased its iShares Russell 1000 Value ETF (IWD) stake by 1.1% in Q2 2026, buying an estimated $4.66K and bringing the position to 1,852 shares worth $449K. The position accounts for 0.05% of the portfolio, ranked #179.

Jamison Private Wealth Management first reported a position in IWD in Q1 2024 and has held it in 10 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Jamison Private Wealth Management held 1,852 shares of iShares Russell 1000 Value ETF worth $449K as of Q2 2026.
Jamison Private Wealth Management bought 20 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $4.66K.
iShares Russell 1000 Value ETF made up 0.05% of Jamison Private Wealth Management's portfolio in Q2 2026, its #179 holding.
Jamison Private Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q1 2024 and has held it in 10 quarters since.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.