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

McClarren Financial 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	$377K	Buy	1,554 +3	+0.2%	+$699	0.19%	58
2026 Q1	$331K	Buy	1,551 +73	+5%	+$16K	0.2%	61
2025 Q4	$325K	Sell	1,478 -285	-16%	-$58.9K	0.19%	61
2025 Q3	$406K	Sell	1,763 -250	-12%	-$49.7K	0.25%	52
2025 Q2	$391K	Buy	2,013 +18	+0.9%	+$3.33K	0.25%	51
2025 Q1	$426K	Buy	+1,995	New	+$380K	0.28%	48
2024 Q4	–	Sell	-1,785	Closed	-$929	–	259
2024 Q3	$929	Buy	1,785 +564	+46%	+$103K	0.12%	40
2024 Q2	$358K	Sell	1,221 -925	-43%	-$162K	0.25%	52
2024 Q1	$385K	Buy	2,146 +9	+0.4%	+$1.52K	0.28%	52
2023 Q4	$353K	Buy	2,137 +26	+1%	+$4.01K	0.27%	52
2023 Q3	$319K	Sell	2,111 -1	-0%	-$159	0.28%	53
2023 Q2	$333K	Buy	2,112 +13	+0.6%	+$1.99K	0.28%	55
2023 Q1	$318K	Buy	2,099 +6	+0.3%	+$927	0.29%	54
2022 Q4	$317K	Buy	2,093 +2	+0.1%	+$299	0.3%	53
2022 Q3	$284K	Buy	+2,091	New	+$314K	0.28%	55
2022 Q2	–	Sell	-2,082	Closed	-$344K	–	145
2022 Q1	$344K	Buy	2,082 +4	+0.2%	+$657	0.25%	48
2021 Q4	$349K	Buy	2,078 +13	+0.6%	+$2.13K	0.24%	46
2021 Q3	$323K	Buy	2,065 +11	+0.5%	+$1.76K	0.25%	41
2021 Q2	$325K	Sell	2,054 -306	-13%	-$48.4K	0.26%	39
2021 Q1	$358K	Buy	2,360 +10	+0.4%	+$1.45K	0.32%	36
2020 Q4	$321K	Buy	+2,350	New	+$301K	0.31%	35

Other funds holding IWD

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

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

McClarren Financial Advisors's IWD Position: Q2 2026 in Review

McClarren Financial Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 0.19% in Q2 2026, buying an estimated $699 and bringing the position to 1,554 shares worth $377K. The position accounts for 0.19% of the portfolio, ranked #58.

McClarren Financial Advisors first reported a position in IWD in Q4 2020 and has held it in 21 quarters since. The position peaked at $426K in Q1 2025. 395 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

McClarren Financial Advisors held 1,554 shares of iShares Russell 1000 Value ETF worth $377K as of Q2 2026.
McClarren Financial Advisors bought 3 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $699.
iShares Russell 1000 Value ETF made up 0.19% of McClarren Financial Advisors's portfolio in Q2 2026, its #58 holding.
McClarren Financial Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and has held it in 21 quarters since.
McClarren Financial Advisors's iShares Russell 1000 Value ETF position peaked at $426K in Q1 2025.
395 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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