Opal Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Opal Wealth Advisors’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	$405K	Sell	1,669 -1,436	-46%	-$334K	0.09%	129
2026 Q1	$663K	Sell	3,105 -1,312	-30%	-$287K	0.15%	75
2025 Q4	$929K	Buy	+4,417	New	+$912K	0.24%	54
2025 Q3	–	Sell	-223	Closed	-$43.3K	–	368
2025 Q2	$43.3K	Buy	+223	New	+$41.3K	0.01%	396
2025 Q1	–	Sell	-5,075	Closed	-$940K	–	535
2024 Q4	$940K	Buy	+5,075	New	+$973K	0.28%	48
2024 Q3	–	Sell	-161	Closed	-$28.1K	–	685
2024 Q2	$28.1K	Buy	+161	New	+$28.2K	0.01%	435
2024 Q1	–	Sell	-3,558	Closed	-$588K	–	353
2023 Q4	$588K	Buy	+3,558	New	+$549K	0.23%	67

Other funds holding IWD

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Opal Wealth Advisors's IWD Position: Q2 2026 in Review

Opal Wealth Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 46% in Q2 2026, selling an estimated $334K and leaving 1,669 shares worth $405K. The position accounts for 0.09% of the portfolio, ranked #129.

Opal Wealth Advisors first reported a position in IWD in Q4 2023 and has held it in 7 quarters since. The position peaked at $940K in Q4 2024. 1,002 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Opal Wealth Advisors held 1,669 shares of iShares Russell 1000 Value ETF worth $405K as of Q2 2026.
Opal Wealth Advisors sold 1,436 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $334K.
iShares Russell 1000 Value ETF made up 0.09% of Opal Wealth Advisors's portfolio in Q2 2026, its #129 holding.
Opal Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 7 quarters since.
Opal Wealth Advisors's iShares Russell 1000 Value ETF position peaked at $940K in Q4 2024.
1,002 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.