QWM
IWD icon

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

Quaker 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 		$56.4K Buy
233
+1
+0.4% +$233 0.02% 156
2026
Q1 		$49.6K Buy
232
+1
+0.4% +$219 0.02% 161
2025
Q4 		$48.6K Buy
231
+1
+0.4% +$207 0.02% 169
2025
Q3 		$46.8K Buy
230
+1
+0.4% +$199 0.02% 169
2025
Q2 		$44.5K Buy
+229
New +$42.4K 0.01% 168

Other funds holding IWD

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
LC
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

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

Quaker Wealth Management increased its iShares Russell 1000 Value ETF (IWD) stake by 0.43% in Q2 2026, buying an estimated $233 and bringing the position to 233 shares worth $56.4K. The position accounts for 0.02% of the portfolio, ranked #156.

Quaker Wealth Management first reported a position in IWD in Q2 2025 and has held it in 5 quarters since. 695 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Quaker Wealth Management held 233 shares of iShares Russell 1000 Value ETF worth $56.4K as of Q2 2026.
  • Quaker Wealth Management bought 1 iShares Russell 1000 Value ETF share in Q2 2026, an estimated $233.
  • iShares Russell 1000 Value ETF made up 0.02% of Quaker Wealth Management's portfolio in Q2 2026, its #156 holding.
  • Quaker Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 695 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.