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Prospera Financial Services’s iShares Russell 1000 Value ETF IWD Stock Holding History

Prospera Financial Services’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 		$40.4M Sell
166,431
-14,064
-8% -$3.28M 0.59% 25
2026
Q1 		$38.6M Sell
180,495
-4,370
-2% -$957K 0.62% 25
2025
Q4 		$38.9M Buy
184,865
+154,423
+507% +$31.9M 0.64% 25
2025
Q3 		$6.21M Sell
30,442
-1,355
-4% -$270K 0.11% 212
2025
Q2 		$6.18M Sell
31,797
-146,876
-82% -$27.2M 0.12% 195
2025
Q1 		$33.6M Buy
178,673
+151,538
+558% +$28.9M 0.77% 19
2024
Q4 		$5.03M Sell
27,135
-3,015
-10% -$578K 0.12% 191
2024
Q3 		$5.73M Sell
30,150
-3,076
-9% -$560K 0.15% 155
2024
Q2 		$5.8M Sell
33,226
-19,761
-37% -$3.46M 0.16% 138
2024
Q1 		$9.49M Buy
52,987
+502
+1% +$84.9K 0.28% 73
2023
Q4 		$8.67M Buy
52,485
+18,991
+57% +$2.93M 0.29% 74
2023
Q3 		$5.09M Buy
33,494
+5,206
+18% +$826K 0.2% 117
2023
Q2 		$4.47M Buy
28,288
+4,003
+16% +$612K 0.17% 135
2023
Q1 		$3.7M Sell
24,285
-1,077
-4% -$166K 0.15% 161
2022
Q4 		$3.85M Buy
25,362
+3,721
+17% +$557K 0.19% 122
2022
Q3 		$2.95M Sell
21,641
-1,258
-5% -$189K 0.15% 171
2022
Q2 		$3.32M Sell
22,899
-7,045
-24% -$1.1M 0.17% 148
2022
Q1 		$4.97M Buy
29,944
+11,227
+60% +$1.84M 0.21% 109
2021
Q4 		$3.15M Sell
18,717
-3,889
-17% -$637K 0.14% 180
2021
Q3 		$3.54M Sell
22,606
-461
-2% -$73.9K 0.18% 147
2021
Q2 		$3.66M Buy
23,067
+2,306
+11% +$365K 0.18% 137
2021
Q1 		$3.15M Buy
20,761
+5,373
+35% +$777K 0.19% 132
2020
Q4 		$2.11M Buy
15,388
+10,967
+248% +$1.41M 0.15% 177
2020
Q3 		$522K Sell
4,421
-3,851
-47% -$457K 0.2% 94
2020
Q2 		$932K Buy
8,272
+867
+12% +$95.4K 0.08% 241
2020
Q1 		$734K Sell
7,405
-69
-0.9% -$8.6K 0.08% 241
2019
Q4 		$1.02M Buy
7,474
+1,835
+33% +$242K 0.08% 255
2019
Q3 		$723K Buy
5,639
+1,034
+22% +$131K 0.07% 225
2019
Q2 		$587K Sell
4,605
-7
-0.2% -$876 0.07% 255
2019
Q1 		$580K Buy
4,612
+403
+10% +$48.4K 0.19% 145
2018
Q4 		$468K Sell
4,209
-1,028
-20% -$123K 0.09% 207
2018
Q3 		$636K Sell
5,237
-570
-10% -$71.6K 0.12% 179
2018
Q2 		$705K Buy
5,807
+869
+18% +$106K 0.1% 181
2018
Q1 		$592K Buy
4,938
+902
+22% +$112K 0.08% 207
2017
Q4 		$503K Buy
+4,036
New +$489K 0.08% 216
2017
Q2 		– Sell
-1,891
Closed -$216K – 442
2017
Q1 		$216K Buy
+1,891
New +$217K 0.04% 328
2016
Q1 		– Sell
-9,841
Closed -$963K – 358
2015
Q4 		$963K Buy
9,841
+6,116
+164% +$607K 0.21% 74
2015
Q3 		$347K Buy
3,725
+1,148
+45% +$114K 0.09% 167
2015
Q2 		$266K Buy
2,577
+56
+2% +$5.87K 0.06% 220
2015
Q1 		$260K Buy
+2,521
New +$261K 0.06% 241
2013
Q3 		– Sell
-4,431
Closed -$373K – 257
2013
Q2 		$373K Buy
+4,431
New +$369K 0.17% 133

Other funds holding IWD

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

Prospera Financial Services's IWD Position: Q2 2026 in Review

Prospera Financial Services reduced its iShares Russell 1000 Value ETF (IWD) stake by 7.8% in Q2 2026, selling an estimated $3.28M and leaving 166,431 shares worth $40.4M. The position accounts for 0.59% of the portfolio, ranked #25.

Prospera Financial Services first reported a position in IWD in Q2 2013 and has held it in 41 quarters since. 348 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Prospera Financial Services held 166,431 shares of iShares Russell 1000 Value ETF worth $40.4M as of Q2 2026.
  • Prospera Financial Services sold 14,064 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $3.28M.
  • iShares Russell 1000 Value ETF made up 0.59% of Prospera Financial Services's portfolio in Q2 2026, its #25 holding.
  • Prospera Financial Services first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 41 quarters since.
  • 348 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.