Marino Stram & Associates’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $533K | Sell |
2,200
-40
| -2% | -$9.32K | 0.09% | 120 |
|
|
2026
Q1 | $479K | Buy |
2,240
+2
| +0.1% | +$438 | 0.09% | 114 |
|
|
2025
Q4 | $471K | Sell |
2,238
-993
| -31% | -$205K | 0.09% | 122 |
|
|
2025
Q3 | $658K | Buy |
3,231
+996
| +45% | +$198K | 0.12% | 108 |
|
|
2025
Q2 | $434K | Buy |
2,235
+2
| +0.1% | +$370 | 0.09% | 119 |
|
|
2025
Q1 | $420K | Buy |
2,233
+2
| +0.1% | +$381 | 0.09% | 114 |
|
|
2024
Q4 | $413K | Buy |
2,231
+2
| +0.1% | +$384 | 0.09% | 117 |
|
|
2024
Q3 | $423K | Buy |
2,229
+46
| +2% | +$8.38K | 0.09% | 114 |
|
|
2024
Q2 | $381K | Buy |
2,183
+1
| +0% | +$175 | 0.09% | 114 |
|
|
2024
Q1 | $391K | Sell |
2,182
-125
| -5% | -$21.2K | 0.09% | 121 |
|
|
2023
Q4 | $381K | Sell |
2,307
-79
| -3% | -$12.2K | 0.1% | 122 |
|
|
2023
Q3 | $362K | Hold |
2,386
| – | – | 0.11% | 113 |
|
|
2023
Q2 | $377K | Buy |
2,386
+210
| +10% | +$32.1K | 0.11% | 113 |
|
|
2023
Q1 | $331K | Sell |
2,176
-467
| -18% | -$72.1K | 0.1% | 119 |
|
|
2022
Q4 | $401K | Sell |
2,643
-42
| -2% | -$6.29K | 0.13% | 105 |
|
|
2022
Q3 | $365K | Buy |
2,685
+44
| +2% | +$6.61K | 0.13% | 102 |
|
|
2022
Q2 | $383K | Buy |
2,641
+1
| +0% | +$156 | 0.13% | 108 |
|
|
2022
Q1 | $438K | Hold |
2,640
| – | – | 0.14% | 107 |
|
|
2021
Q4 | $443K | Buy |
2,640
+1
| +0% | +$164 | 0.14% | 108 |
|
|
2021
Q3 | $413K | Sell |
2,639
-1,117
| -30% | -$179K | 0.14% | 103 |
|
|
2021
Q2 | $596K | Buy |
3,756
+648
| +21% | +$103K | 0.16% | 111 |
|
|
2021
Q1 | $471K | Hold |
3,108
| – | – | 0.18% | 85 |
|
|
2020
Q4 | $425K | Buy |
3,108
+1
| +0% | +$128 | 0.19% | 80 |
|
|
2020
Q3 | $367K | Buy |
3,107
+1
| +0% | +$119 | 0.2% | 75 |
|
|
2020
Q2 | $350K | Buy |
3,106
+160
| +5% | +$17.6K | 0.21% | 74 |
|
|
2020
Q1 | $292K | Hold |
2,946
| – | – | 0.23% | 67 |
|
|
2019
Q4 | $402K | Hold |
2,946
| – | – | 0.26% | 60 |
|
|
2019
Q3 | $378K | Sell |
2,946
-1,431
| -33% | -$182K | 0.27% | 55 |
|
|
2019
Q2 | $557K | Sell |
4,377
-79
| -2% | -$9.89K | 0.41% | 42 |
|
|
2019
Q1 | $550K | Hold |
4,456
| – | – | 0.4% | 41 |
|
|
2018
Q4 | $495K | Hold |
4,456
| – | – | 0.43% | 42 |
|
|
2018
Q3 | $564K | Hold |
4,456
| – | – | 0.45% | 44 |
|
|
2018
Q2 | $541K | Hold |
4,456
| – | – | 0.48% | 42 |
|
|
2018
Q1 | $535K | Buy |
4,456
+3,025
| +211% | +$377K | 0.5% | 44 |
|
|
2017
Q4 | $178K | Buy |
+1,431
| New | +$173K | 0.16% | 83 |
|
Other funds holding IWD
Marino Stram & Associates's IWD Position: Q2 2026 in Review
Marino Stram & Associates reduced its iShares Russell 1000 Value ETF (IWD) stake by 1.8% in Q2 2026, selling an estimated $9.32K and leaving 2,200 shares worth $533K. The position accounts for 0.09% of the portfolio, ranked #120.
Marino Stram & Associates first reported a position in IWD in Q4 2017 and has held it in 35 quarters since. The position peaked at $658K in Q3 2025. 1,980 funds tracked by Wall St. Rank hold IWD as of Q2 2026.
- Marino Stram & Associates held 2,200 shares of iShares Russell 1000 Value ETF worth $533K as of Q2 2026.
- Marino Stram & Associates sold 40 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $9.32K.
- iShares Russell 1000 Value ETF made up 0.09% of Marino Stram & Associates's portfolio in Q2 2026, its #120 holding.
- Marino Stram & Associates first reported a position in iShares Russell 1000 Value ETF in Q4 2017 and has held it in 35 quarters since.
- Marino Stram & Associates's iShares Russell 1000 Value ETF position peaked at $658K in Q3 2025.
- 1,980 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.
Based on Marino Stram & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.