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

Premier Path 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	$3.66M	Sell	15,105 -508	-3%	-$118K	0.42%	56
2026 Q1	$3.34M	Sell	15,613 -5,069	-25%	-$1.11M	0.43%	47
2025 Q4	$4.35M	Buy	20,682 +4,234	+26%	+$875K	0.56%	39
2025 Q3	$3.35M	Sell	16,448 -1,436	-8%	-$286K	0.43%	51
2025 Q2	$3.47M	Sell	17,884 -2,365	-12%	-$438K	0.48%	42
2025 Q1	$3.81M	Sell	20,249 -13,922	-41%	-$2.65M	0.59%	37
2024 Q4	$6.33M	Buy	34,171 +12,900	+61%	+$2.47M	0.96%	25
2024 Q3	$4.04M	Sell	21,271 -520	-2%	-$94.7K	0.64%	35
2024 Q2	$3.8M	Sell	21,791 -1,543	-7%	-$270K	0.65%	35
2024 Q1	$4.17M	Sell	23,334 -12,893	-36%	-$2.18M	0.79%	30
2023 Q4	$5.95M	Buy	+36,227	New	+$5.59M	1.32%	15

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Premier Path Wealth Partners's IWD Position: Q2 2026 in Review

Premier Path Wealth Partners reduced its iShares Russell 1000 Value ETF (IWD) stake by 3.3% in Q2 2026, selling an estimated $118K and leaving 15,105 shares worth $3.66M. The position accounts for 0.42% of the portfolio, ranked #56.

Premier Path Wealth Partners first reported a position in IWD in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.33M in Q4 2024. 1,977 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Premier Path Wealth Partners held 15,105 shares of iShares Russell 1000 Value ETF worth $3.66M as of Q2 2026.
Premier Path Wealth Partners sold 508 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $118K.
iShares Russell 1000 Value ETF made up 0.42% of Premier Path Wealth Partners's portfolio in Q2 2026, its #56 holding.
Premier Path Wealth Partners first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 11 quarters since.
Premier Path Wealth Partners's iShares Russell 1000 Value ETF position peaked at $6.33M in Q4 2024.
1,977 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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