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Pension & Wealth Management Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Pension & Wealth Management 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 		$32.7K Hold
135
– – 0.01% 365
2026
Q1 		$28.8K Buy
+135
New +$29.6K 0.01% 347

Other funds holding IWD

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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Pension & Wealth Management Advisors's IWD Position: Q2 2026 in Review

Pension & Wealth Management Advisors held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 135 shares worth $32.7K. The position accounts for 0.01% of the portfolio, ranked #365.

Pension & Wealth Management Advisors first reported a position in IWD in Q1 2026 and has held it in 2 quarters since. 1,915 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Pension & Wealth Management Advisors held 135 shares of iShares Russell 1000 Value ETF worth $32.7K as of Q2 2026.
  • Pension & Wealth Management Advisors left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Value ETF made up 0.01% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #365 holding.
  • Pension & Wealth Management Advisors first reported a position in iShares Russell 1000 Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,915 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.