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

Private 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	$516K	Buy	2,130 +621	+41%	+$145K	0.04%	127
2026 Q1	$322K	Hold	1,509	–	–	0.02%	142
2025 Q4	$317K	Hold	1,509	–	–	0.02%	138
2025 Q3	$307K	Hold	1,509	–	–	0.02%	140
2025 Q2	$293K	Hold	1,509	–	–	0.02%	143
2025 Q1	$284K	Hold	1,509	–	–	0.02%	143
2024 Q4	$279K	Hold	1,509	–	–	0.02%	152
2024 Q3	$286K	Hold	1,509	–	–	0.02%	152
2024 Q2	$263K	Hold	1,509	–	–	0.02%	147
2024 Q1	$270K	Hold	1,509	–	–	0.02%	142
2023 Q4	$249K	Hold	1,509	–	–	0.02%	147
2023 Q3	$229K	Hold	1,509	–	–	0.02%	144
2023 Q2	$238K	Sell	1,509 -600	-28%	-$91.7K	0.02%	142
2023 Q1	$321K	Buy	+2,109	New	+$326K	0.03%	123
2021 Q1	–	Sell	-2,171	Closed	-$297K	–	92
2020 Q4	$297K	Hold	2,171	–	–	0.03%	99
2020 Q3	$256K	Hold	2,171	–	–	0.03%	94
2020 Q2	$244K	Sell	2,171 -345	-14%	-$37.9K	0.03%	95
2020 Q1	$250K	Hold	2,516	–	–	0.04%	102
2019 Q4	$343K	Hold	2,516	–	–	0.05%	101
2019 Q3	$323K	Hold	2,516	–	–	0.05%	95
2019 Q2	$320K	Buy	+2,516	New	+$315K	0.05%	102

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

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

Private Wealth Partners increased its iShares Russell 1000 Value ETF (IWD) stake by 41% in Q2 2026, buying an estimated $145K and bringing the position to 2,130 shares worth $516K. The position accounts for 0.04% of the portfolio, ranked #127.

Private Wealth Partners first reported a position in IWD in Q2 2019 and has held it in 21 quarters since. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Private Wealth Partners held 2,130 shares of iShares Russell 1000 Value ETF worth $516K as of Q2 2026.
Private Wealth Partners bought 621 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $145K.
iShares Russell 1000 Value ETF made up 0.04% of Private Wealth Partners's portfolio in Q2 2026, its #127 holding.
Private Wealth Partners first reported a position in iShares Russell 1000 Value ETF in Q2 2019 and has held it in 21 quarters since.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Private Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.