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

Private 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 		$191K Sell
788
-240
-23% -$55.9K 0.04% 114
2026
Q1 		$220K Hold
1,028
– – 0.06% 81
2025
Q4 		$216K Buy
1,028
+788
+328% +$163K 0.06% 84
2025
Q3 		$48.9K Buy
+240
New +$47.7K 0.01% 194

Other funds holding IWD

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
OC
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 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
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return

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

Private Wealth Management Group reduced its iShares Russell 1000 Value ETF (IWD) stake by 23% in Q2 2026, selling an estimated $55.9K and leaving 788 shares worth $191K. The position accounts for 0.04% of the portfolio, ranked #114.

Private Wealth Management Group first reported a position in IWD in Q3 2025 and has held it in 4 quarters since. The position peaked at $220K in Q1 2026. 772 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Private Wealth Management Group held 788 shares of iShares Russell 1000 Value ETF worth $191K as of Q2 2026.
  • Private Wealth Management Group sold 240 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $55.9K.
  • iShares Russell 1000 Value ETF made up 0.04% of Private Wealth Management Group's portfolio in Q2 2026, its #114 holding.
  • Private Wealth Management Group first reported a position in iShares Russell 1000 Value ETF in Q3 2025 and has held it in 4 quarters since.
  • Private Wealth Management Group's iShares Russell 1000 Value ETF position peaked at $220K in Q1 2026.
  • 772 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.