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

Quadrant Private 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 		– Sell
-2,649
Closed -$566K – 226
2026
Q1 		$566K Buy
2,649
+20
+0.8% +$4.38K 0.09% 167
2025
Q4 		$553K Sell
2,629
-270
-9% -$55.8K 0.09% 161
2025
Q3 		$590K Hold
2,899
– – 0.11% 145
2025
Q2 		$563K Sell
2,899
-136
-4% -$25.2K 0.12% 142
2025
Q1 		$571K Hold
3,035
– – 0.14% 125
2024
Q4 		$562K Hold
3,035
– – 0.14% 132
2024
Q3 		$576K Hold
3,035
– – 0.14% 134
2024
Q2 		$529K Hold
3,035
– – 0.12% 141
2024
Q1 		$544K Sell
3,035
-358
-11% -$60.6K 0.14% 128
2023
Q4 		$561K Buy
3,393
+192
+6% +$29.7K 0.16% 121
2023
Q3 		$489K Sell
3,201
-92
-3% -$14.6K 0.16% 113
2023
Q2 		$520K Sell
3,293
-31
-0.9% -$4.74K 0.15% 124
2023
Q1 		$506K Sell
3,324
-31
-0.9% -$4.79K 0.16% 124
2022
Q4 		$509K Buy
+3,355
New +$502K 0.17% 126
2022
Q2 		$518K Sell
3,571
-41
-1% -$6.41K 0.21% 103
2022
Q1 		$599K Sell
3,612
-5,422
-60% -$890K 0.22% 98
2021
Q4 		$1.52M Buy
9,034
+41
+0.5% +$6.72K 0.56% 44
2021
Q3 		$1.41M Sell
8,993
-90
-1% -$14.4K 0.58% 43
2021
Q2 		$1.44M Hold
9,083
– – 0.58% 41
2021
Q1 		$1.38M Sell
9,083
-25
-0.3% -$3.62K 0.6% 44
2020
Q4 		$1.25M Hold
9,108
– – 0.55% 48
2020
Q3 		$1.08M Sell
9,108
-289
-3% -$34.3K 0.54% 45
2020
Q2 		$1.06M Buy
9,397
+1,310
+16% +$144K 0.61% 42
2020
Q1 		$802K Buy
8,087
+2,665
+49% +$332K 0.67% 40
2019
Q4 		$740K Hold
5,422
– – 0.66% 35
2019
Q3 		$695K Hold
5,422
– – 0.64% 37
2019
Q2 		$690K Sell
5,422
-7,937
-59% -$993K 0.63% 36
2019
Q1 		$1.65M Sell
13,359
-2,853
-18% -$343K 1.52% 20
2018
Q4 		$1.8M Buy
+16,212
New +$1.94M 1.92% 14

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

Quadrant Private Wealth Management's IWD Position: Q2 2026 in Review

Quadrant Private Wealth Management sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2026, closing a stake of 2,649 shares — an estimated $566K sold.

Quadrant Private Wealth Management first reported a position in IWD in Q4 2018 and held it in 29 quarters. The position peaked at $1.8M in Q4 2018. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Quadrant Private Wealth Management reported no remaining iShares Russell 1000 Value ETF position as of Q2 2026 after selling out during the quarter.
  • Quadrant Private Wealth Management sold 2,649 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $566K.
  • Quadrant Private Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2018 and held it in 29 quarters.
  • Quadrant Private Wealth Management's iShares Russell 1000 Value ETF position peaked at $1.8M in Q4 2018.
  • 1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.