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Rainey & Randall Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Rainey & Randall Wealth Advisors’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 		$418K Hold
1,722
– – 0.06% 48
2026
Q1 		$368K Hold
1,722
– – 0.06% 48
2025
Q4 		$362K Sell
1,722
-17
-1% -$3.51K 0.06% 50
2025
Q3 		$354K Hold
1,739
– – 0.06% 51
2025
Q2 		$338K Sell
1,739
-7
-0.4% -$1.3K 0.06% 49
2025
Q1 		$328K Buy
1,746
+166
+11% +$31.6K 0.06% 48
2024
Q4 		$292K Buy
1,580
+2
+0.1% +$384 0.06% 44
2024
Q3 		$299K Buy
1,578
+3
+0.2% +$547 0.06% 43
2024
Q2 		$275K Buy
1,575
+1
+0.1% +$175 0.06% 41
2024
Q1 		$282K Buy
1,574
+2
+0.1% +$338 0.07% 40
2023
Q4 		$260K Buy
1,572
+5
+0.3% +$772 0.07% 39
2023
Q3 		$238K Hold
1,567
– – 0.07% 38
2023
Q2 		$247K Buy
1,567
+1
+0.1% +$153 0.07% 39
2023
Q1 		$238K Buy
1,566
+2
+0.1% +$309 0.08% 38
2022
Q4 		$237K Buy
1,564
+5
+0.3% +$748 0.08% 36
2022
Q3 		$212K Hold
1,559
– – 0.08% 44
2022
Q2 		$226K Buy
1,559
+2
+0.1% +$313 0.09% 46
2022
Q1 		$258K Buy
1,557
+2
+0.1% +$328 0.09% 47
2021
Q4 		$261K Buy
1,555
+3
+0.2% +$492 0.11% 46
2021
Q3 		$243K Hold
1,552
– – 0.12% 49
2021
Q2 		$246K Sell
1,552
-337
-18% -$53.4K 0.12% 48
2021
Q1 		$286K Buy
1,889
+400
+27% +$57.9K 0.15% 40
2020
Q4 		$203K Buy
+1,489
New +$191K 0.12% 46

Other funds holding IWD

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 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

Rainey & Randall Wealth Advisors's IWD Position: Q2 2026 in Review

Rainey & Randall Wealth Advisors held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 1,722 shares worth $418K. The position accounts for 0.06% of the portfolio, ranked #48.

Rainey & Randall Wealth Advisors first reported a position in IWD in Q4 2020 and has held it in 23 quarters since. 819 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Rainey & Randall Wealth Advisors held 1,722 shares of iShares Russell 1000 Value ETF worth $418K as of Q2 2026.
  • Rainey & Randall Wealth Advisors left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Value ETF made up 0.06% of Rainey & Randall Wealth Advisors's portfolio in Q2 2026, its #48 holding.
  • Rainey & Randall Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and has held it in 23 quarters since.
  • 819 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Rainey & Randall Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.