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SACKS & ASSOCIATES, LLC’s iShares Russell 1000 Value ETF IWD Stock Holding History

SACKS & ASSOCIATES, LLC’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 		$245K Hold
974
– – 0.17% 76
2026
Q1 		$208K Hold
974
– – 0.15% 76
2025
Q4 		$205K Buy
+974
New +$201K 0.15% 79

Other funds holding IWD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
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
7WCP
71 West Capital Partners Boston, Massachusetts $2.89B AUM
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

SACKS & ASSOCIATES, LLC's IWD Position: Q2 2026 in Review

SACKS & ASSOCIATES, LLC held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 974 shares worth $245K. The position accounts for 0.17% of the portfolio, ranked #76.

SACKS & ASSOCIATES, LLC first reported a position in IWD in Q4 2025 and has held it in 3 quarters since. 1,279 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • SACKS & ASSOCIATES, LLC held 974 shares of iShares Russell 1000 Value ETF worth $245K as of Q2 2026.
  • SACKS & ASSOCIATES, LLC left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Value ETF made up 0.17% of SACKS & ASSOCIATES, LLC's portfolio in Q2 2026, its #76 holding.
  • SACKS & ASSOCIATES, LLC first reported a position in iShares Russell 1000 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,279 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on SACKS & ASSOCIATES, LLC's 13F filing for Q2 2026, filed 5 Aug 2026.