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Orgel Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Orgel Wealth Management’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 		$1.5M Buy
6,183
+3,178
+106% +$740K 0.03% 55
2026
Q1 		$642K Buy
3,005
+41
+1% +$8.98K 0.01% 61
2025
Q4 		$623K Sell
2,964
-10
-0.3% -$2.07K 0.01% 59
2025
Q3 		$605K Sell
2,974
-3
-0.1% -$597 0.01% 58
2025
Q2 		$578K Buy
2,977
+207
+7% +$38.3K 0.01% 60
2025
Q1 		$521K Buy
2,770
+330
+14% +$62.8K 0.01% 57
2024
Q4 		$452K Buy
2,440
+20
+0.8% +$3.84K 0.01% 62
2024
Q3 		$459K Hold
2,420
– – 0.01% 60
2024
Q2 		$422K Hold
2,420
– – 0.01% 59
2024
Q1 		$433K Sell
2,420
-57
-2% -$9.64K 0.01% 60
2023
Q4 		$409K Buy
2,477
+116
+5% +$17.9K 0.01% 59
2023
Q3 		$358K Sell
2,361
-32
-1% -$5.08K 0.01% 59
2023
Q2 		$378K Buy
2,393
+38
+2% +$5.81K 0.01% 57
2023
Q1 		$359K Sell
2,355
-23
-1% -$3.55K 0.01% 55
2022
Q4 		$361K Sell
2,378
-203
-8% -$30.4K 0.01% 56
2022
Q3 		$351K Hold
2,581
– – 0.02% 53
2022
Q2 		$374K Buy
2,581
+663
+35% +$104K 0.02% 46
2022
Q1 		$318K Hold
1,918
– – 0.02% 44
2021
Q4 		$322K Sell
1,918
-63
-3% -$10.3K 0.03% 43
2021
Q3 		$310K Hold
1,981
– – 0.04% 41
2021
Q2 		$314K Hold
1,981
– – 0.04% 40
2021
Q1 		$300K Hold
1,981
– – 0.04% 38
2020
Q4 		$271K Hold
1,981
– – 0.06% 40
2020
Q3 		$234K Hold
1,981
– – 0.07% 47
2020
Q2 		$223K Buy
+1,981
New +$218K 0.08% 43
2020
Q1 		– Sell
-2,575
Closed -$351K – 48
2019
Q4 		$351K Sell
2,575
-70
-3% -$9.23K 0.1% 33
2019
Q3 		$339K Sell
2,645
-43
-2% -$5.46K 0.13% 29
2019
Q2 		$342K Buy
2,688
+80
+3% +$10K 0.13% 26
2019
Q1 		$322K Sell
2,608
-1,297
-33% -$156K 0.11% 28
2018
Q4 		$434K Buy
3,905
+1,297
+50% +$155K 0.13% 28
2018
Q3 		$330K Hold
2,608
– – 0.14% 27
2018
Q2 		$317K Sell
2,608
-300
-10% -$36.5K 0.08% 27
2018
Q1 		$349K Hold
2,908
– – 0.09% 27
2017
Q4 		$362K Buy
2,908
+300
+12% +$36.4K 0.09% 27
2017
Q3 		$309K Buy
+2,608
New +$304K 0.11% 16

Other funds holding IWD

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Orgel Wealth Management's IWD Position: Q2 2026 in Review

Orgel Wealth Management increased its iShares Russell 1000 Value ETF (IWD) stake by 106% in Q2 2026, buying an estimated $740K and bringing the position to 6,183 shares worth $1.5M. The position accounts for 0.03% of the portfolio, ranked #55.

Orgel Wealth Management first reported a position in IWD in Q3 2017 and has held it in 35 quarters since. 390 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Orgel Wealth Management held 6,183 shares of iShares Russell 1000 Value ETF worth $1.5M as of Q2 2026.
  • Orgel Wealth Management bought 3,178 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $740K.
  • iShares Russell 1000 Value ETF made up 0.03% of Orgel Wealth Management's portfolio in Q2 2026, its #55 holding.
  • Orgel Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q3 2017 and has held it in 35 quarters since.
  • 390 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Orgel Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.