NFSG
IWD icon

Newbridge Financial Services Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Newbridge Financial Services Group’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 		$200K Buy
823
+2
+0.2% +$466 0.02% 247
2026
Q1 		$176K Sell
821
-48
-6% -$10.5K 0.03% 233
2025
Q4 		$183K Buy
869
+3
+0.3% +$620 0.03% 242
2025
Q3 		$176K Buy
866
+3
+0.3% +$597 0.03% 317
2025
Q2 		$168K Buy
863
+2
+0.2% +$370 0.03% 315
2025
Q1 		$162K Buy
861
+126
+17% +$24K 0.04% 214
2024
Q4 		$136K Buy
+735
New +$141K 0.03% 245
2024
Q3 		– Sell
-137
Closed -$23.9K – 875
2024
Q2 		$23.9K Buy
137
+135
+6,750% +$23.6K 0.01% 543
2024
Q1 		$358 Sell
2
-745
-100% -$126K ﹤0.01% 1108
2023
Q4 		$123K Hold
747
– – 0.06% 250
2023
Q3 		$113K Sell
747
-430
-37% -$68.2K 0.06% 271
2023
Q2 		$186K Sell
1,177
-182
-13% -$27.8K 0.09% 211
2023
Q1 		$207K Buy
1,359
+5
+0.4% +$772 0.11% 179
2022
Q4 		$205K Sell
1,354
-48
-3% -$7.18K 0.12% 174
2022
Q3 		$191K Sell
1,402
-458
-25% -$68.8K 0.11% 190
2022
Q2 		$270K Sell
1,860
-27
-1% -$4.22K 0.17% 124
2022
Q1 		$313K Buy
1,887
+114
+6% +$18.7K 0.15% 131
2021
Q4 		$298K Buy
1,773
+701
+65% +$115K 0.14% 151
2021
Q3 		$168K Buy
1,072
+1,001
+1,410% +$160K 0.11% 191
2021
Q2 		$11K Buy
71
+1
+1% +$158 0.01% 957
2021
Q1 		$11K Hold
70
– – 0.01% 873
2020
Q4 		$10K Hold
70
– – 0.01% 727
2020
Q3 		$8K Buy
+70
New +$8.3K 0.01% 723

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Newbridge Financial Services Group's IWD Position: Q2 2026 in Review

Newbridge Financial Services Group increased its iShares Russell 1000 Value ETF (IWD) stake by 0.24% in Q2 2026, buying an estimated $466 and bringing the position to 823 shares worth $200K. The position accounts for 0.02% of the portfolio, ranked #247.

Newbridge Financial Services Group first reported a position in IWD in Q3 2020 and has held it in 23 quarters since. The position peaked at $313K in Q1 2022. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Newbridge Financial Services Group held 823 shares of iShares Russell 1000 Value ETF worth $200K as of Q2 2026.
  • Newbridge Financial Services Group bought 2 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $466.
  • iShares Russell 1000 Value ETF made up 0.02% of Newbridge Financial Services Group's portfolio in Q2 2026, its #247 holding.
  • Newbridge Financial Services Group first reported a position in iShares Russell 1000 Value ETF in Q3 2020 and has held it in 23 quarters since.
  • Newbridge Financial Services Group's iShares Russell 1000 Value ETF position peaked at $313K in Q1 2022.
  • 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.