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

Manchester 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	$204K	Buy	+842	New	+$196K	0.04%	141
2026 Q1	–	Sell	-957	Closed	-$201K	–	143
2025 Q4	$201K	Buy	+957	New	+$198K	0.04%	134
2024 Q2	–	Sell	-1,429	Closed	-$256K	–	108
2024 Q1	$256K	Hold	1,429	–	–	0.07%	83
2023 Q4	$236K	Hold	1,429	–	–	0.07%	86
2023 Q3	$217K	Sell	1,429 -43	-3%	-$6.82K	0.06%	86
2023 Q2	$232K	Hold	1,472	–	–	0.07%	87
2023 Q1	$224K	Buy	1,472 +20	+1%	+$3.09K	0.06%	86
2022 Q4	$220K	Buy	+1,452	New	+$217K	0.06%	90
2022 Q3	–	Sell	-1,484	Closed	-$215K	–	104
2022 Q2	$215K	Sell	1,484 -38	-2%	-$5.94K	0.08%	89
2022 Q1	$253K	Hold	1,522	–	–	0.09%	81
2021 Q4	$256K	Sell	1,522 -36	-2%	-$5.9K	0.09%	72
2021 Q3	$244K	Buy	+1,558	New	+$250K	0.09%	72
2021 Q2	–	Sell	-3	Closed	–	–	349
2021 Q1	$0	Hold	3	–	–	﹤0.01%	732
2020 Q4	$0	Hold	3	–	–	﹤0.01%	620
2020 Q3	$0	Hold	3	–	–	﹤0.01%	574
2020 Q2	$0	Hold	3	–	–	﹤0.01%	535
2020 Q1	$0	Buy	+3	New	+$374	﹤0.01%	545

Other funds holding IWD

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 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

Manchester Financial's IWD Position: Q2 2026 in Review

Manchester Financial opened a new position in iShares Russell 1000 Value ETF (IWD) in Q2 2026: 842 shares worth $204K. The stake represents 0.04% of the portfolio and ranks #141 among its holdings. This is a return to the name: Manchester Financial previously reported a position in IWD as recently as Q4 2025.

Manchester Financial first reported a position in IWD in Q1 2020 and has held it in 17 quarters since. The position peaked at $256K in Q4 2021. 991 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Manchester Financial held 842 shares of iShares Russell 1000 Value ETF worth $204K as of Q2 2026.
iShares Russell 1000 Value ETF was a new Manchester Financial position in Q2 2026.
iShares Russell 1000 Value ETF made up 0.04% of Manchester Financial's portfolio in Q2 2026, its #141 holding.
Manchester Financial first reported a position in iShares Russell 1000 Value ETF in Q1 2020 and has held it in 17 quarters since.
Manchester Financial's iShares Russell 1000 Value ETF position peaked at $256K in Q4 2021.
991 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Manchester Financial's 13F filing for Q2 2026, filed 17 Jul 2026.