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

Provident Wealth Management’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	$125K	Hold	516	–	–	0.03%	110
2026 Q1	$110K	Hold	516	–	–	0.03%	97
2025 Q4	$109K	Hold	516	–	–	0.03%	101
2025 Q3	$105K	Hold	516	–	–	0.03%	104
2025 Q2	$100K	Hold	516	–	–	0.03%	101
2025 Q1	$97.1K	Buy	516 +500	+3,125%	+$95.2K	0.03%	96
2024 Q4	$2.96K	Hold	16	–	–	﹤0.01%	114
2024 Q3	$3.04K	Hold	16	–	–	﹤0.01%	117
2024 Q2	$2.79K	Hold	16	–	–	﹤0.01%	111
2024 Q1	$2.87K	Hold	16	–	–	﹤0.01%	103
2023 Q4	$2.64K	Buy	+16	New	+$2.47K	﹤0.01%	84

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

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

Provident Wealth Management held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 516 shares worth $125K. The position accounts for 0.03% of the portfolio, ranked #110.

Provident Wealth Management first reported a position in IWD in Q4 2023 and has held it in 11 quarters since. 1,980 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Provident Wealth Management held 516 shares of iShares Russell 1000 Value ETF worth $125K as of Q2 2026.
Provident Wealth Management left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.03% of Provident Wealth Management's portfolio in Q2 2026, its #110 holding.
Provident Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 11 quarters since.
1,980 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Provident Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.