Oak Barrel Wealth Advisory’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
Other funds holding IWD
Oak Barrel Wealth Advisory's IWD Position: Q2 2026 in Review
Oak Barrel Wealth Advisory opened a new position in iShares Russell 1000 Value ETF (IWD) in Q2 2026: 7,738 shares worth $1.88M. The stake represents 0.83% of the portfolio and ranks #20 among its holdings. This is a return to the name: Oak Barrel Wealth Advisory previously reported a position in IWD as recently as Q4 2025.
Oak Barrel Wealth Advisory first reported a position in IWD in Q4 2025 and has held it in 2 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.
- Oak Barrel Wealth Advisory held 7,738 shares of iShares Russell 1000 Value ETF worth $1.88M as of Q2 2026.
- iShares Russell 1000 Value ETF was a new Oak Barrel Wealth Advisory position in Q2 2026.
- iShares Russell 1000 Value ETF made up 0.83% of Oak Barrel Wealth Advisory's portfolio in Q2 2026, its #20 holding.
- Oak Barrel Wealth Advisory first reported a position in iShares Russell 1000 Value ETF in Q4 2025 and has held it in 2 quarters since.
- 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.
Based on Oak Barrel Wealth Advisory's 13F filing for Q2 2026, filed 7 Aug 2026.