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Marshall & Sterling Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Marshall & Sterling Wealth Advisors’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 		$183K Sell
755
-24
-3% -$5.59K 0.11% 96
2026
Q1 		$166K Hold
779
– – 0.11% 100
2025
Q4 		$164K Sell
779
-305
-28% -$63K 0.11% 93
2025
Q3 		$220K Sell
1,084
-8
-0.7% -$1.59K 0.14% 81
2025
Q2 		$211K Sell
1,092
-276
-20% -$51.1K 0.14% 79
2025
Q1 		$257K Sell
1,368
-380
-22% -$72.4K 0.18% 74
2024
Q4 		$324K Buy
+1,748
New +$335K 0.22% 68

Other funds holding IWD

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 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
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's IWD Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 3.1% in Q2 2026, selling an estimated $5.59K and leaving 755 shares worth $183K. The position accounts for 0.11% of the portfolio, ranked #96.

Marshall & Sterling Wealth Advisors first reported a position in IWD in Q4 2024 and has held it in 7 quarters since. The position peaked at $324K in Q4 2024. 533 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 755 shares of iShares Russell 1000 Value ETF worth $183K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors sold 24 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $5.59K.
  • iShares Russell 1000 Value ETF made up 0.11% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #96 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 7 quarters since.
  • Marshall & Sterling Wealth Advisors's iShares Russell 1000 Value ETF position peaked at $324K in Q4 2024.
  • 533 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.