VPWL
IWD icon

VAQUERO PRIVATE WEALTH, LTD’s iShares Russell 1000 Value ETF IWD Stock Holding History

VAQUERO PRIVATE WEALTH, LTD’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 		$6.61M Buy
+27,263
New +$6.35M 1.36% 23

Other funds holding IWD

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

VAQUERO PRIVATE WEALTH, LTD's IWD Position: Q2 2026 in Review

VAQUERO PRIVATE WEALTH, LTD opened a new position in iShares Russell 1000 Value ETF (IWD) in Q2 2026: 27,263 shares worth $6.61M. The stake represents 1.36% of the portfolio and ranks #23 among its holdings.

390 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • VAQUERO PRIVATE WEALTH, LTD held 27,263 shares of iShares Russell 1000 Value ETF worth $6.61M as of Q2 2026.
  • iShares Russell 1000 Value ETF was a new VAQUERO PRIVATE WEALTH, LTD position in Q2 2026.
  • iShares Russell 1000 Value ETF made up 1.36% of VAQUERO PRIVATE WEALTH, LTD's portfolio in Q2 2026, its #23 holding.
  • 390 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on VAQUERO PRIVATE WEALTH, LTD's 13F filing for Q2 2026, filed 17 Jul 2026.