McGlone Suttner Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

McGlone Suttner Wealth Management’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	$2.17M	Sell	8,935 -369	-4%	-$86K	0.25%	45
2026 Q1	$1.99M	Sell	9,304 -436	-4%	-$95.5K	0.26%	43
2025 Q4	$2.05M	Buy	+9,740	New	+$2.01M	0.28%	40
2025 Q1	–	Sell	-13,385	Closed	-$2.48M	–	196
2024 Q4	$2.48M	Buy	+13,385	New	+$2.57M	0.41%	26

Other funds holding IWD

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

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

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return

McGlone Suttner Wealth Management's IWD Position: Q2 2026 in Review

McGlone Suttner Wealth Management reduced its iShares Russell 1000 Value ETF (IWD) stake by 4% in Q2 2026, selling an estimated $86K and leaving 8,935 shares worth $2.17M. The position accounts for 0.25% of the portfolio, ranked #45.

McGlone Suttner Wealth Management first reported a position in IWD in Q4 2024 and has held it in 4 quarters since. The position peaked at $2.48M in Q4 2024. 819 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

McGlone Suttner Wealth Management held 8,935 shares of iShares Russell 1000 Value ETF worth $2.17M as of Q2 2026.
McGlone Suttner Wealth Management sold 369 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $86K.
iShares Russell 1000 Value ETF made up 0.25% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #45 holding.
McGlone Suttner Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 4 quarters since.
McGlone Suttner Wealth Management's iShares Russell 1000 Value ETF position peaked at $2.48M in Q4 2024.
819 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.