Prestige Wealth Management Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Prestige Wealth Management Group’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	$48.7K	Hold	201	–	–	0.01%	271
2026 Q1	$42.9K	Hold	201	–	–	0.01%	268
2025 Q4	$42.3K	Hold	201	–	–	0.01%	271
2025 Q3	$40.9K	Hold	201	–	–	0.01%	288
2025 Q2	$39K	Hold	201	–	–	0.01%	285
2025 Q1	$37.8K	Sell	201 -160	-44%	-$30.5K	0.01%	281
2024 Q4	$66.8K	Hold	361	–	–	0.01%	232
2024 Q3	$68.5K	Hold	361	–	–	0.01%	227
2024 Q2	$63K	Hold	361	–	–	0.01%	212
2024 Q1	$64.7K	Hold	361	–	–	0.01%	239
2023 Q4	$59.7K	Hold	361	–	–	0.01%	229
2023 Q3	$55.2K	Sell	361 -104	-22%	-$16.5K	0.01%	235
2023 Q2	$73.4K	Sell	465 -65	-12%	-$9.94K	0.02%	233
2023 Q1	$80.7K	Hold	530	–	–	0.02%	206
2022 Q4	$80.4K	Hold	530	–	–	0.02%	212
2022 Q3	$72K	Hold	530	–	–	0.02%	197
2022 Q2	$77K	Hold	530	–	–	0.02%	203
2022 Q1	$88K	Hold	530	–	–	0.02%	198
2021 Q4	$89K	Hold	530	–	–	0.02%	212
2021 Q3	$83K	Buy	530 +33	+7%	+$5.29K	0.02%	203
2021 Q2	$79K	Hold	497	–	–	0.02%	200
2021 Q1	$75K	Sell	497 -115	-19%	-$16.6K	0.02%	211
2020 Q4	$84K	Sell	612 -514	-46%	-$65.9K	0.02%	194
2020 Q3	$133K	Sell	1,126 -467	-29%	-$55.4K	0.04%	144
2020 Q2	$179K	Sell	1,593 -1,207	-43%	-$133K	0.06%	108
2020 Q1	$278K	Sell	2,800 -374	-12%	-$46.6K	0.12%	70
2019 Q4	$434K	Sell	3,174 -115	-3%	-$15.2K	0.24%	68
2019 Q3	$422K	Sell	3,289 -102	-3%	-$13K	0.25%	63
2019 Q2	$432K	Sell	3,391 -770	-19%	-$96.4K	0.26%	61
2019 Q1	$513K	Hold	4,161	–	–	0.32%	64
2018 Q4	$462K	Buy	+4,161	New	+$499K	0.34%	58

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

Prestige Wealth Management Group's IWD Position: Q2 2026 in Review

Prestige Wealth Management Group held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 201 shares worth $48.7K. The position accounts for 0.01% of the portfolio, ranked #271.

Prestige Wealth Management Group first reported a position in IWD in Q4 2018 and has held it in 31 quarters since. The position peaked at $513K in Q1 2019. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Prestige Wealth Management Group held 201 shares of iShares Russell 1000 Value ETF worth $48.7K as of Q2 2026.
Prestige Wealth Management Group left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #271 holding.
Prestige Wealth Management Group first reported a position in iShares Russell 1000 Value ETF in Q4 2018 and has held it in 31 quarters since.
Prestige Wealth Management Group's iShares Russell 1000 Value ETF position peaked at $513K in Q1 2019.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.