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Oxler Private Wealth’s iShares Russell 1000 Value ETF IWD Stock Holding History

Oxler Private Wealth’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 		$706K Buy
2,914
+7
+0.2% +$1.63K 0.2% 54
2026
Q1 		$621K Buy
2,907
+8
+0.3% +$1.75K 0.19% 56
2025
Q4 		$610K Buy
2,899
+11
+0.4% +$2.27K 0.18% 59
2025
Q3 		$588K Buy
2,888
+9
+0.3% +$1.79K 0.17% 59
2025
Q2 		$559K Sell
2,879
-122
-4% -$22.6K 0.18% 60
2025
Q1 		$565K Buy
3,001
+9
+0.3% +$1.71K 0.2% 59
2024
Q4 		$554K Buy
2,992
+12
+0.4% +$2.3K 0.18% 61
2024
Q3 		$566K Buy
2,980
+11
+0.4% +$2K 0.2% 60
2024
Q2 		$518K Buy
2,969
+9
+0.3% +$1.57K 0.19% 59
2024
Q1 		$530K Buy
2,960
+9
+0.3% +$1.52K 0.21% 61
2023
Q4 		$488K Buy
2,951
+27
+0.9% +$4.17K 0.4% 45
2023
Q3 		$444K Sell
2,924
-1
-0% -$159 0.22% 73
2023
Q2 		$462K Buy
2,925
+8
+0.3% +$1.22K 0.22% 73
2023
Q1 		$444K Buy
2,917
+11
+0.4% +$1.7K 0.22% 73
2022
Q4 		$441K Buy
2,906
+14
+0.5% +$2.1K 0.24% 72
2022
Q3 		$437K Buy
2,892
+13
+0.5% +$1.95K 0.24% 74
2022
Q2 		$417K Buy
2,879
+13
+0.5% +$2.03K 0.2% 81
2022
Q1 		$475K Buy
2,866
+12
+0.4% +$1.97K 0.21% 85
2021
Q4 		$479K Buy
2,854
+12
+0.4% +$1.97K 0.2% 96
2021
Q3 		$444K Hold
2,842
– – 0.2% 98
2021
Q2 		$450K Buy
2,842
+125
+5% +$19.8K 0.2% 101
2021
Q1 		$411K Hold
2,717
– – 0.21% 92
2020
Q4 		$371K Buy
+2,717
New +$349K 0.21% 80

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Oxler Private Wealth's IWD Position: Q2 2026 in Review

Oxler Private Wealth increased its iShares Russell 1000 Value ETF (IWD) stake by 0.24% in Q2 2026, buying an estimated $1.63K and bringing the position to 2,914 shares worth $706K. The position accounts for 0.2% of the portfolio, ranked #54.

Oxler Private Wealth first reported a position in IWD in Q4 2020 and has held it in 23 quarters since. 1,980 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Oxler Private Wealth held 2,914 shares of iShares Russell 1000 Value ETF worth $706K as of Q2 2026.
  • Oxler Private Wealth bought 7 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $1.63K.
  • iShares Russell 1000 Value ETF made up 0.2% of Oxler Private Wealth's portfolio in Q2 2026, its #54 holding.
  • Oxler Private Wealth first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,980 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Oxler Private Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.