Precedent Wealth Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Precedent Wealth 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	$3.74M	Buy	15,417 +2,239	+17%	+$522K	0.62%	51
2026 Q1	$2.82M	Buy	13,178 +29	+0.2%	+$6.35K	0.56%	56
2025 Q4	$2.77M	Buy	13,149 +13	+0.1%	+$2.69K	0.58%	55
2025 Q3	$2.67M	Sell	13,136 -68	-0.5%	-$13.5K	0.59%	52
2025 Q2	$2.56M	Hold	13,204	–	–	0.63%	49
2025 Q1	$2.48M	Sell	13,204 -201	-1%	-$38.3K	0.69%	44
2024 Q4	$2.48M	Hold	13,405	–	–	0.81%	34
2024 Q3	$2.54M	Buy	13,405 +27	+0.2%	+$4.92K	0.84%	34
2024 Q2	$2.33M	Hold	13,378	–	–	0.94%	27
2024 Q1	$2.4M	Hold	13,378	–	–	1.03%	21
2023 Q4	$2.21M	Buy	+13,378	New	+$2.07M	1.12%	14

Other funds holding IWD

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

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 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

Precedent Wealth Partners's IWD Position: Q2 2026 in Review

Precedent Wealth Partners increased its iShares Russell 1000 Value ETF (IWD) stake by 17% in Q2 2026, buying an estimated $522K and bringing the position to 15,417 shares worth $3.74M. The position accounts for 0.62% of the portfolio, ranked #51.

Precedent Wealth Partners first reported a position in IWD in Q4 2023 and has held it in 11 quarters since. 552 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Precedent Wealth Partners held 15,417 shares of iShares Russell 1000 Value ETF worth $3.74M as of Q2 2026.
Precedent Wealth Partners bought 2,239 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $522K.
iShares Russell 1000 Value ETF made up 0.62% of Precedent Wealth Partners's portfolio in Q2 2026, its #51 holding.
Precedent Wealth Partners first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 11 quarters since.
552 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.