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Personal CFO Solutions’s iShares Russell 1000 Value ETF IWD Stock Holding History

Personal CFO Solutions’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 		$1.07M Sell
4,422
-1,515
-26% -$353K 0.15% 118
2026
Q1 		$1.27M Sell
5,937
-1,380
-19% -$302K 0.18% 100
2025
Q4 		$1.54M Buy
+7,317
New +$1.51M 0.24% 68
2025
Q3 		– Sell
-10,087
Closed -$1.96M – 509
2025
Q2 		$1.96M Buy
10,087
+5,331
+112% +$987K 0.36% 50
2025
Q1 		$895K Sell
4,756
-2,937
-38% -$559K 0.18% 116
2024
Q4 		$1.42M Buy
7,693
+3,029
+65% +$581K 0.28% 66
2024
Q3 		$885K Sell
4,664
-3,526
-43% -$642K 0.12% 166
2024
Q2 		$1.43M Buy
8,190
+3,527
+76% +$617K 0.22% 85
2024
Q1 		$835K Sell
4,663
-3,911
-46% -$662K 0.13% 157
2023
Q4 		$1.42M Buy
8,574
+2,536
+42% +$392K 0.25% 77
2023
Q3 		$917K Buy
6,038
+3,096
+105% +$491K 0.18% 107
2023
Q2 		$464K Hold
2,942
– – 0.09% 219
2023
Q1 		$448K Sell
2,942
-538
-15% -$83.1K 0.09% 215
2022
Q4 		$528K Sell
3,480
-647
-16% -$96.8K 0.11% 181
2022
Q3 		$561K Sell
4,127
-8,677
-68% -$1.3M 0.14% 141
2022
Q2 		$1.86M Buy
12,804
+9,177
+253% +$1.44M 0.44% 47
2022
Q1 		$602K Sell
3,627
-940
-21% -$154K 0.12% 164
2021
Q4 		$767K Buy
4,567
+327
+8% +$53.6K 0.14% 137
2021
Q3 		$664K Buy
4,240
+300
+8% +$48.1K 0.14% 147
2021
Q2 		$625K Buy
3,940
+540
+16% +$85.5K 0.13% 155
2021
Q1 		$515K Sell
3,400
-4,682
-58% -$677K 0.11% 168
2020
Q4 		$1.1M Buy
8,082
+3,882
+92% +$498K 0.27% 84
2020
Q3 		$0 Hold
4,200
– – ﹤0.01% 239
2020
Q2 		$473K Sell
4,200
-16,643
-80% -$1.83M 0.14% 137
2020
Q1 		$2.07M Buy
20,843
+11,864
+132% +$1.48M 0.74% 29
2019
Q4 		$1.23M Buy
8,979
+1,324
+17% +$175K 0.35% 60
2019
Q3 		$982K Buy
+7,655
New +$973K 0.39% 62

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

Personal CFO Solutions's IWD Position: Q2 2026 in Review

Personal CFO Solutions reduced its iShares Russell 1000 Value ETF (IWD) stake by 26% in Q2 2026, selling an estimated $353K and leaving 4,422 shares worth $1.07M. The position accounts for 0.15% of the portfolio, ranked #118.

Personal CFO Solutions first reported a position in IWD in Q3 2019 and has held it in 27 quarters since. The position peaked at $2.07M in Q1 2020. 1,977 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Personal CFO Solutions held 4,422 shares of iShares Russell 1000 Value ETF worth $1.07M as of Q2 2026.
  • Personal CFO Solutions sold 1,515 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $353K.
  • iShares Russell 1000 Value ETF made up 0.15% of Personal CFO Solutions's portfolio in Q2 2026, its #118 holding.
  • Personal CFO Solutions first reported a position in iShares Russell 1000 Value ETF in Q3 2019 and has held it in 27 quarters since.
  • Personal CFO Solutions's iShares Russell 1000 Value ETF position peaked at $2.07M in Q1 2020.
  • 1,977 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.