PEA
IWD icon

Park Edge Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Park Edge 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 		$424K Hold
1,748
– – 0.09% 109
2026
Q1 		$373K Hold
1,748
– – 0.09% 105
2025
Q4 		$368K Hold
1,748
– – 0.08% 112
2025
Q3 		$356K Hold
1,748
– – 0.08% 114
2025
Q2 		$340K Sell
1,748
-221
-11% -$40.9K 0.09% 111
2025
Q1 		$370K Sell
1,969
-10,842
-85% -$2.06M 0.1% 97
2024
Q4 		$2.37M Buy
12,811
+10,842
+551% +$2.08M 0.69% 32
2024
Q3 		$374K Hold
1,969
– – 0.11% 101
2024
Q2 		$344K Sell
1,969
-1,242
-39% -$217K 0.11% 104
2024
Q1 		$575K Sell
3,211
-147
-4% -$24.9K 0.16% 75
2023
Q4 		$555K Buy
3,358
+1
+0% +$154 0.19% 66
2023
Q3 		$510K Hold
3,357
– – 0.18% 59
2023
Q2 		$530K Sell
3,357
-499
-13% -$76.3K 0.18% 57
2023
Q1 		$587K Hold
3,856
– – 0.23% 46
2022
Q4 		$585K Buy
+3,856
New +$577K 0.26% 42

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

Park Edge Advisors's IWD Position: Q2 2026 in Review

Park Edge Advisors held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 1,748 shares worth $424K. The position accounts for 0.09% of the portfolio, ranked #109.

Park Edge Advisors first reported a position in IWD in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.37M in Q4 2024. 390 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Park Edge Advisors held 1,748 shares of iShares Russell 1000 Value ETF worth $424K as of Q2 2026.
  • Park Edge Advisors left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Value ETF made up 0.09% of Park Edge Advisors's portfolio in Q2 2026, its #109 holding.
  • Park Edge Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2022 and has held it in 15 quarters since.
  • Park Edge Advisors's iShares Russell 1000 Value ETF position peaked at $2.37M in Q4 2024.
  • 390 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Park Edge Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.