Pacific Sage Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Pacific Sage 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	$39.8M	Buy	164,320 +9,305	+6%	+$2.17M	5.65%	7
2026 Q1	$33.1M	Buy	155,015 +3,037	+2%	+$665K	5.21%	7
2025 Q4	$32M	Buy	151,978 +5,453	+4%	+$1.13M	5.07%	7
2025 Q3	$29.8M	Buy	146,525 +2,399	+2%	+$477K	4.99%	7
2025 Q2	$28M	Buy	144,126 +2,813	+2%	+$521K	5.56%	5
2025 Q1	$26.6M	Buy	141,313 +3,693	+3%	+$703K	5.99%	5
2024 Q4	$25.5M	Buy	137,620 +3,869	+3%	+$742K	5.81%	5
2024 Q3	$25.4M	Buy	133,751 +3,837	+3%	+$699K	6.04%	5
2024 Q2	$22.7M	Buy	129,914 +10,048	+8%	+$1.76M	5.62%	5
2024 Q1	$21.5M	Sell	119,866 -1,861	-2%	-$315K	5.56%	5
2023 Q4	$20.1M	Buy	121,727 +780	+0.6%	+$120K	5.51%	5
2023 Q3	$18.4M	Sell	120,947 -33,864	-22%	-$5.37M	5.52%	5
2023 Q2	$24.4M	Buy	154,811 +26,025	+20%	+$3.98M	7.23%	5
2023 Q1	$19.6M	Buy	128,786 +1,552	+1%	+$240K	6.31%	5
2022 Q4	$19.3M	Buy	+127,234	New	+$19M	6.41%	5

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

Pacific Sage Partners's IWD Position: Q2 2026 in Review

Pacific Sage Partners increased its iShares Russell 1000 Value ETF (IWD) stake by 6% in Q2 2026, buying an estimated $2.17M and bringing the position to 164,320 shares worth $39.8M. The position accounts for 5.65% of the portfolio, ranked #7.

Pacific Sage Partners first reported a position in IWD in Q4 2022 and has held it in 15 quarters since. 1,967 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Pacific Sage Partners held 164,320 shares of iShares Russell 1000 Value ETF worth $39.8M as of Q2 2026.
Pacific Sage Partners bought 9,305 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $2.17M.
iShares Russell 1000 Value ETF made up 5.65% of Pacific Sage Partners's portfolio in Q2 2026, its #7 holding.
Pacific Sage Partners first reported a position in iShares Russell 1000 Value ETF in Q4 2022 and has held it in 15 quarters since.
1,967 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Pacific Sage Partners's 13F filing for Q2 2026, filed 6 Aug 2026.