MSA
IWD icon

Marino Stram & Associates’s iShares Russell 1000 Value ETF IWD Stock Holding History

Marino Stram & Associates’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 		$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

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
OC
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
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

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. 998 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.
  • 998 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.