Proactive Wealth Strategies’s iShares Russell 1000 Value ETF IWD Stock Holding History

Proactive Wealth Strategies’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	$658K	Buy	2,712 +8	+0.3%	+$1.86K	0.11%	131
2026 Q1	$578K	Buy	2,704 +1,357	+101%	+$297K	0.11%	133
2025 Q4	$283K	Buy	1,347 +2	+0.1%	+$413	0.11%	124
2025 Q3	$274K	Buy	1,345 +10	+0.7%	+$1.99K	0.12%	122
2025 Q2	$259K	Buy	1,335 +6	+0.5%	+$1.11K	0.12%	121
2025 Q1	$250K	Buy	1,329 +6	+0.5%	+$1.14K	0.13%	117
2024 Q4	$245K	Buy	1,323 +7	+0.5%	+$1.34K	0.13%	117
2024 Q3	$250K	Buy	+1,316	New	+$240K	0.14%	113

Other funds holding IWD

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

7WCP

71 West Capital Partners Boston, Massachusetts $2.89B AUM

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Proactive Wealth Strategies's IWD Position: Q2 2026 in Review

Proactive Wealth Strategies increased its iShares Russell 1000 Value ETF (IWD) stake by 0.3% in Q2 2026, buying an estimated $1.86K and bringing the position to 2,712 shares worth $658K. The position accounts for 0.11% of the portfolio, ranked #131.

Proactive Wealth Strategies first reported a position in IWD in Q3 2024 and has held it in 8 quarters since. 1,451 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Proactive Wealth Strategies held 2,712 shares of iShares Russell 1000 Value ETF worth $658K as of Q2 2026.
Proactive Wealth Strategies bought 8 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $1.86K.
iShares Russell 1000 Value ETF made up 0.11% of Proactive Wealth Strategies's portfolio in Q2 2026, its #131 holding.
Proactive Wealth Strategies first reported a position in iShares Russell 1000 Value ETF in Q3 2024 and has held it in 8 quarters since.
1,451 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.