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QTR Family Wealth’s iShares Russell 1000 Value ETF IWD Stock Holding History

QTR Family Wealth’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 		$270K Buy
1,114
+1
+0.1% +$233 0.09% 243
2026
Q1 		$250K Sell
1,113
-45
-4% -$9.86K 0.1% 233
2025
Q4 		$260K Sell
1,158
-5
-0.4% -$1.03K 0.11% 208
2025
Q3 		$237K Sell
1,163
-117
-9% -$23.3K 0.11% 207
2025
Q2 		$249K Buy
1,280
+2
+0.2% +$370 0.15% 142
2025
Q1 		$241K Buy
+1,278
New +$243K 0.18% 137

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 22.9% 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

QTR Family Wealth's IWD Position: Q2 2026 in Review

QTR Family Wealth increased its iShares Russell 1000 Value ETF (IWD) stake by 0.09% in Q2 2026, buying an estimated $233 and bringing the position to 1,114 shares worth $270K. The position accounts for 0.09% of the portfolio, ranked #243.

QTR Family Wealth first reported a position in IWD in Q1 2025 and has held it in 6 quarters since. 1,981 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • QTR Family Wealth held 1,114 shares of iShares Russell 1000 Value ETF worth $270K as of Q2 2026.
  • QTR Family Wealth bought 1 iShares Russell 1000 Value ETF share in Q2 2026, an estimated $233.
  • iShares Russell 1000 Value ETF made up 0.09% of QTR Family Wealth's portfolio in Q2 2026, its #243 holding.
  • QTR Family Wealth first reported a position in iShares Russell 1000 Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,981 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on QTR Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.