Proficio Capital Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Proficio Capital 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	$1.4M	Hold	5,761	–	–	0.05%	168
2026 Q1	$1.23M	Hold	5,761	–	–	0.07%	121
2025 Q4	$1.21M	Buy	+5,761	New	+$1.19M	0.09%	110
2019 Q3	–	Sell	-1,403	Closed	-$178K	–	830
2019 Q2	$178K	Hold	1,403	–	–	0.06%	139
2019 Q1	$173K	Hold	1,403	–	–	0.06%	145
2018 Q4	$156K	Hold	1,403	–	–	0.07%	127
2018 Q3	$178K	Hold	1,403	–	–	0.06%	135
2018 Q2	$170K	Hold	1,403	–	–	0.07%	141
2018 Q1	$168K	Hold	1,403	–	–	0.05%	142
2017 Q4	$174K	Hold	1,403	–	–	0.06%	137
2017 Q3	$166K	Hold	1,403	–	–	0.07%	183
2017 Q2	$165K	Hold	1,403	–	–	0.07%	191
2017 Q1	$161K	Hold	1,403	–	–	0.07%	185
2016 Q4	$157K	Hold	1,403	–	–	0.07%	150
2016 Q3	$148K	Hold	1,403	–	–	0.09%	150
2016 Q2	$148K	Hold	1,403	–	–	0.09%	149
2016 Q1	$139K	Buy	+1,403	New	+$131K	0.12%	118

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

Proficio Capital Partners's IWD Position: Q2 2026 in Review

Proficio Capital Partners held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 5,761 shares worth $1.4M. The position accounts for 0.05% of the portfolio, ranked #168.

Proficio Capital Partners first reported a position in IWD in Q1 2016 and has held it in 17 quarters since. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Proficio Capital Partners held 5,761 shares of iShares Russell 1000 Value ETF worth $1.4M as of Q2 2026.
Proficio Capital Partners left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.05% of Proficio Capital Partners's portfolio in Q2 2026, its #168 holding.
Proficio Capital Partners first reported a position in iShares Russell 1000 Value ETF in Q1 2016 and has held it in 17 quarters since.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Proficio Capital Partners's 13F filing for Q2 2026, filed 17 Aug 2026.