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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$35.7M Sell
147,043
-6,523
-4% -$1.52M 8.82% 3
2026
Q1
$32.9M Buy
153,566
+5,665
+4% +$1.24M 9.13% 3
2025
Q4
$31.2M Buy
147,901
+7,683
+5% +$1.59M 8.51% 3
2025
Q3
$28.5M Buy
140,218
+7,604
+6% +$1.51M 8.22% 3
2025
Q2
$25.8M Buy
132,614
+62,412
+89% +$11.6M 8.2% 3
2025
Q1
$13.2M Buy
70,202
+6,309
+10% +$1.2M 4.82% 5
2024
Q4
$11.8M Buy
63,893
+8,325
+15% +$1.6M 4.45% 6
2024
Q3
$10.5M Buy
55,568
+5,840
+12% +$1.06M 4.35% 7
2024
Q2
$8.68M Buy
49,728
+5,866
+13% +$1.03M 4.11% 7
2024
Q1
$7.86M Buy
43,862
+7,011
+19% +$1.19M 4.18% 7
2023
Q4
$6.09M Buy
+36,851
New +$5.69M 3.6% 7

Other funds holding IWD

Proathlete Wealth Management's IWD Position: Q2 2026 in Review

Proathlete Wealth Management reduced its iShares Russell 1000 Value ETF (IWD) stake by 4.2% in Q2 2026, selling an estimated $1.52M and leaving 147,043 shares worth $35.7M. The position accounts for 8.82% of the portfolio, ranked #3.

Proathlete Wealth Management first reported a position in IWD in Q4 2023 and has held it in 11 quarters since. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Proathlete Wealth Management held 147,043 shares of iShares Russell 1000 Value ETF worth $35.7M as of Q2 2026.
  • Proathlete Wealth Management sold 6,523 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $1.52M.
  • iShares Russell 1000 Value ETF made up 8.82% of Proathlete Wealth Management's portfolio in Q2 2026, its #3 holding.
  • Proathlete Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Proathlete Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.