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Prosperity Consulting Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Prosperity Consulting Group’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 		$8.79M Buy
36,273
+8,799
+32% +$2.05M 0.33% 55
2026
Q1 		$5.87M Buy
27,474
+8,638
+46% +$1.89M 0.26% 69
2025
Q4 		$3.96M Buy
18,836
+8,622
+84% +$1.78M 0.18% 94
2025
Q3 		$2.08M Buy
10,214
+5,010
+96% +$997K 0.1% 158
2025
Q2 		$1.01M Buy
5,204
+1,842
+55% +$341K 0.07% 225
2025
Q1 		$633K Sell
3,362
-14,696
-81% -$2.8M 0.05% 273
2024
Q4 		$3.34M Buy
18,058
+14,671
+433% +$2.81M 0.25% 90
2024
Q3 		$643K Sell
3,387
-661
-16% -$120K 0.05% 281
2024
Q2 		$706K Sell
4,048
-374
-8% -$65.4K 0.1% 149
2024
Q1 		$792K Sell
4,422
-15,757
-78% -$2.67M 0.1% 146
2023
Q4 		$3.33M Buy
20,179
+15,058
+294% +$2.33M 1.12% 20
2023
Q3 		$777K Buy
+5,121
New +$812K 0.36% 67

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Prosperity Consulting Group's IWD Position: Q2 2026 in Review

Prosperity Consulting Group increased its iShares Russell 1000 Value ETF (IWD) stake by 32% in Q2 2026, buying an estimated $2.05M and bringing the position to 36,273 shares worth $8.79M. The position accounts for 0.33% of the portfolio, ranked #55.

Prosperity Consulting Group first reported a position in IWD in Q3 2023 and has held it in 12 quarters since. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Prosperity Consulting Group held 36,273 shares of iShares Russell 1000 Value ETF worth $8.79M as of Q2 2026.
  • Prosperity Consulting Group bought 8,799 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $2.05M.
  • iShares Russell 1000 Value ETF made up 0.33% of Prosperity Consulting Group's portfolio in Q2 2026, its #55 holding.
  • Prosperity Consulting Group first reported a position in iShares Russell 1000 Value ETF in Q3 2023 and has held it in 12 quarters since.
  • 1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.