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

Obermeyer Wealth Partners’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	$453K	Sell	1,867 -1,099	-37%	-$256K	0.02%	181
2026 Q1	$634K	Hold	2,966	–	–	0.03%	150
2025 Q4	$624K	Hold	2,966	–	–	0.03%	150
2025 Q3	$604K	Hold	2,966	–	–	0.03%	144
2025 Q2	$576K	Hold	2,966	–	–	0.03%	146
2025 Q1	$558K	Buy	2,966 +160	+6%	+$30.5K	0.03%	138
2024 Q4	$519K	Sell	2,806 -260	-8%	-$49.9K	0.03%	145
2024 Q3	$582K	Sell	3,066 -330	-10%	-$60.1K	0.03%	140
2024 Q2	$593K	Sell	3,396 -40	-1%	-$6.99K	0.03%	134
2024 Q1	$615K	Sell	3,436 -97	-3%	-$16.4K	0.04%	126
2023 Q4	$584K	Hold	3,533	–	–	0.04%	103
2023 Q3	$536K	Sell	3,533 -159	-4%	-$25.2K	0.04%	106
2023 Q2	$583K	Hold	3,692	–	–	0.04%	108
2023 Q1	$562K	Hold	3,692	–	–	0.04%	105
2022 Q4	$560K	Buy	3,692 +650	+21%	+$97.3K	0.04%	107
2022 Q3	$414K	Buy	+3,042	New	+$457K	0.03%	123

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

Obermeyer Wealth Partners's IWD Position: Q2 2026 in Review

Obermeyer Wealth Partners reduced its iShares Russell 1000 Value ETF (IWD) stake by 37% in Q2 2026, selling an estimated $256K and leaving 1,867 shares worth $453K. The position accounts for 0.02% of the portfolio, ranked #181.

Obermeyer Wealth Partners first reported a position in IWD in Q3 2022 and has held it in 16 quarters since. The position peaked at $634K in Q1 2026. 1,980 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Obermeyer Wealth Partners held 1,867 shares of iShares Russell 1000 Value ETF worth $453K as of Q2 2026.
Obermeyer Wealth Partners sold 1,099 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $256K.
iShares Russell 1000 Value ETF made up 0.02% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #181 holding.
Obermeyer Wealth Partners first reported a position in iShares Russell 1000 Value ETF in Q3 2022 and has held it in 16 quarters since.
Obermeyer Wealth Partners's iShares Russell 1000 Value ETF position peaked at $634K in Q1 2026.
1,980 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.