Prosperity Capital Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Prosperity Capital Advisors’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	$928K	Buy	3,828 +1,098	+40%	+$256K	0.05%	197
2026 Q1	$583K	Buy	2,730 +812	+42%	+$178K	0.03%	256
2025 Q4	$404K	Buy	1,918 +794	+71%	+$164K	0.02%	283
2025 Q3	$229K	Buy	1,124 +40	+4%	+$7.96K	0.01%	386
2025 Q2	$211K	Buy	+1,084	New	+$201K	0.01%	374
2024 Q2	–	Sell	-1,546	Closed	-$277K	–	331
2024 Q1	$277K	Buy	+1,546	New	+$262K	0.03%	274

Other funds holding IWD

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

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

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

Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return

BWCS

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

SAS

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

Prosperity Capital Advisors's IWD Position: Q2 2026 in Review

Prosperity Capital Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 40% in Q2 2026, buying an estimated $256K and bringing the position to 3,828 shares worth $928K. The position accounts for 0.05% of the portfolio, ranked #197.

Prosperity Capital Advisors first reported a position in IWD in Q1 2024 and has held it in 6 quarters since. 506 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Prosperity Capital Advisors held 3,828 shares of iShares Russell 1000 Value ETF worth $928K as of Q2 2026.
Prosperity Capital Advisors bought 1,098 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $256K.
iShares Russell 1000 Value ETF made up 0.05% of Prosperity Capital Advisors's portfolio in Q2 2026, its #197 holding.
Prosperity Capital Advisors first reported a position in iShares Russell 1000 Value ETF in Q1 2024 and has held it in 6 quarters since.
506 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.