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Members Wealth’s iShares Russell 1000 Value ETF IWD Stock Holding History

Members Wealth’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 		$360K Buy
1,487
+157
+12% +$36.6K 0.2% 80
2026
Q1 		$301K Buy
1,330
+46
+4% +$10.1K 0.18% 87
2025
Q4 		$281K Hold
1,284
– – 0.18% 85
2025
Q3 		$262K Buy
+1,284
New +$255K 0.17% 84
2025
Q1 		$1.29M Sell
6,861
-354
-5% -$67.4K 0.97% 26
2024
Q4 		$1.39M Buy
+7,215
New +$1.38M 1.04% 24
2024
Q2 		$833K Buy
+4,258
New +$745K 0.56% 37

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

Members Wealth's IWD Position: Q2 2026 in Review

Members Wealth increased its iShares Russell 1000 Value ETF (IWD) stake by 12% in Q2 2026, buying an estimated $36.6K and bringing the position to 1,487 shares worth $360K. The position accounts for 0.2% of the portfolio, ranked #80.

Members Wealth first reported a position in IWD in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.39M in Q4 2024. 1,000 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Members Wealth held 1,487 shares of iShares Russell 1000 Value ETF worth $360K as of Q2 2026.
  • Members Wealth bought 157 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $36.6K.
  • iShares Russell 1000 Value ETF made up 0.2% of Members Wealth's portfolio in Q2 2026, its #80 holding.
  • Members Wealth first reported a position in iShares Russell 1000 Value ETF in Q2 2024 and has held it in 7 quarters since.
  • Members Wealth's iShares Russell 1000 Value ETF position peaked at $1.39M in Q4 2024.
  • 1,000 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Members Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.