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

Parisi Gray 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	$1.29M	Sell	5,333 -105	-2%	-$24.5K	0.27%	67
2026 Q1	$1.16M	Sell	5,438 -68	-1%	-$14.9K	0.28%	65
2025 Q4	$1.16M	Sell	5,506 -26	-0.5%	-$5.37K	0.26%	62
2025 Q3	$1.13M	Sell	5,532 -133	-2%	-$26.5K	0.29%	59
2025 Q2	$1.1M	Sell	5,665 -129	-2%	-$23.9K	0.32%	57
2025 Q1	$1.09M	Buy	5,794 +433	+8%	+$82.5K	0.36%	54
2024 Q4	$993K	Buy	5,361 +53	+1%	+$10.2K	0.32%	56
2024 Q3	$1.01M	Buy	5,308 +13	+0.2%	+$2.37K	0.33%	53
2024 Q2	$924K	Buy	5,295 +141	+3%	+$24.7K	0.33%	52
2024 Q1	$923K	Sell	5,154 -129	-2%	-$21.8K	0.35%	53
2023 Q4	$873K	Buy	5,283 +257	+5%	+$39.7K	0.35%	54
2023 Q3	$763K	Buy	5,026 +69	+1%	+$10.9K	0.35%	56
2023 Q2	$755K	Buy	4,957 +3,491	+238%	+$534K	0.34%	57
2023 Q1	$223K	Sell	1,466 -3,461	-70%	-$534K	0.14%	78
2022 Q4	$747K	Buy	+4,927	New	+$738K	0.37%	55
2022 Q3	–	Sell	-4,867	Closed	-$706K	–	92
2022 Q2	$706K	Buy	4,867 +292	+6%	+$45.7K	0.37%	54
2022 Q1	$759K	Buy	4,575 +218	+5%	+$35.8K	0.31%	64
2021 Q4	$732K	Sell	4,357 -24	-0.5%	-$3.93K	0.27%	69
2021 Q3	$695K	Hold	4,381	–	–	0.29%	68
2021 Q2	$695K	Buy	4,381 +23	+0.5%	+$3.64K	0.25%	70
2021 Q1	$660K	Buy	4,358 +235	+6%	+$34K	0.28%	66
2020 Q4	$564K	Buy	4,123 +233	+6%	+$29.9K	0.25%	69
2020 Q3	$460K	Buy	3,890 +1	+0%	+$119	0.24%	70
2020 Q2	$438K	Sell	3,889 -4	-0.1%	-$440	0.25%	68
2020 Q1	$386K	Buy	3,893 +1	+0%	+$125	0.27%	68
2019 Q4	$531K	Buy	3,892 +2	+0.1%	+$264	0.3%	68
2019 Q3	$499K	Buy	3,890 +1,318	+51%	+$167K	0.33%	67
2019 Q2	$327K	Sell	2,572 -34	-1%	-$4.25K	0.22%	78
2019 Q1	$322K	Hold	2,606	–	–	0.21%	78
2018 Q4	$287K	Sell	2,606 -1,050	-29%	-$126K	0.19%	83
2018 Q3	$463K	Hold	3,656	–	–	0.29%	77
2018 Q2	$446K	Sell	3,656 -522	-12%	-$63.5K	0.3%	76
2018 Q1	$497K	Buy	4,178 +1,380	+49%	+$172K	0.38%	66
2017 Q4	$349K	Buy	+2,798	New	+$339K	0.26%	82

Other funds holding IWD

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

WPW

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

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

Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return

BWCS

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

SAS

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

Parisi Gray Wealth Management's IWD Position: Q2 2026 in Review

Parisi Gray Wealth Management reduced its iShares Russell 1000 Value ETF (IWD) stake by 1.9% in Q2 2026, selling an estimated $24.5K and leaving 5,333 shares worth $1.29M. The position accounts for 0.27% of the portfolio, ranked #67.

Parisi Gray Wealth Management first reported a position in IWD in Q4 2017 and has held it in 34 quarters since. 514 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Parisi Gray Wealth Management held 5,333 shares of iShares Russell 1000 Value ETF worth $1.29M as of Q2 2026.
Parisi Gray Wealth Management sold 105 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $24.5K.
iShares Russell 1000 Value ETF made up 0.27% of Parisi Gray Wealth Management's portfolio in Q2 2026, its #67 holding.
Parisi Gray Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2017 and has held it in 34 quarters since.
514 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Parisi Gray Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.