NovaPoint Capital’s iShares Russell 1000 Value ETF IWD Stock Holding History

NovaPoint Capital’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	$2.28M	Sell	9,417 -781	-8%	-$182K	0.47%	57
2026 Q1	$2.18M	Sell	10,198 -195	-2%	-$42.7K	0.55%	55
2025 Q4	$2.19M	Buy	10,393 +8,465	+439%	+$1.75M	0.56%	55
2025 Q3	$393K	Buy	+1,928	New	+$384K	0.1%	106
2025 Q2	–	Sell	-1,928	Closed	-$363K	–	107
2025 Q1	$363K	Hold	1,928	–	–	0.11%	108
2024 Q4	$357K	Buy	1,928 +106	+6%	+$20.3K	0.11%	105
2024 Q3	$346K	Buy	1,822 +586	+47%	+$107K	0.11%	104
2024 Q2	$216K	Hold	1,236	–	–	0.07%	126
2024 Q1	$221K	Sell	1,236 -301	-20%	-$50.9K	0.08%	128
2023 Q4	$254K	Sell	1,537 -666	-30%	-$103K	0.09%	113
2023 Q3	$334K	Buy	+2,203	New	+$349K	0.13%	99
2020 Q2	–	Sell	-2,164	Closed	-$215K	–	89
2020 Q1	$215K	Hold	2,164	–	–	0.2%	80
2019 Q4	$295K	Buy	+2,164	New	+$285K	0.23%	89

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

NovaPoint Capital's IWD Position: Q2 2026 in Review

NovaPoint Capital reduced its iShares Russell 1000 Value ETF (IWD) stake by 7.7% in Q2 2026, selling an estimated $182K and leaving 9,417 shares worth $2.28M. The position accounts for 0.47% of the portfolio, ranked #57.

NovaPoint Capital first reported a position in IWD in Q4 2019 and has held it in 13 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

NovaPoint Capital held 9,417 shares of iShares Russell 1000 Value ETF worth $2.28M as of Q2 2026.
NovaPoint Capital sold 781 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $182K.
iShares Russell 1000 Value ETF made up 0.47% of NovaPoint Capital's portfolio in Q2 2026, its #57 holding.
NovaPoint Capital first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and has held it in 13 quarters since.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on NovaPoint Capital's 13F filing for Q2 2026, filed 6 Aug 2026.