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

Red Door 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	$498K	Hold	2,056	–	–	0.05%	189
2026 Q1	$439K	Hold	2,056	–	–	0.05%	185
2025 Q4	$432K	Hold	2,056	–	–	0.05%	175
2025 Q3	$419K	Hold	2,056	–	–	0.04%	182
2025 Q2	$399K	Sell	2,056 -281	-12%	-$52K	0.05%	182
2025 Q1	$440K	Sell	2,337 -93	-4%	-$17.7K	0.07%	154
2024 Q4	$450K	Hold	2,430	–	–	0.07%	146
2024 Q3	$461K	Hold	2,430	–	–	0.08%	134
2024 Q2	$424K	Hold	2,430	–	–	0.07%	131
2024 Q1	$435K	Sell	2,430 -2,041	-46%	-$345K	0.08%	129
2023 Q4	$739K	Hold	4,471	–	–	0.16%	91
2023 Q3	$679K	Sell	4,471 -3,854	-46%	-$611K	0.17%	84
2023 Q2	$1.31M	Buy	8,325 +5,895	+243%	+$901K	0.29%	65
2023 Q1	$370K	Hold	2,430	–	–	0.12%	108
2022 Q4	$369K	Hold	2,430	–	–	0.12%	106
2022 Q3	$330K	Hold	2,430	–	–	0.13%	105
2022 Q2	$352K	Sell	2,430 -76	-3%	-$11.9K	0.13%	101
2022 Q1	$416K	Hold	2,506	–	–	0.14%	99
2021 Q4	$420K	Buy	2,506 +374	+18%	+$61.3K	0.14%	109
2021 Q3	$334K	Buy	2,132 +1,963	+1,162%	+$315K	0.13%	121
2021 Q2	$26K	Buy	+169	New	+$26.8K	0.01%	317

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

Red Door Wealth Management's IWD Position: Q2 2026 in Review

Red Door Wealth Management held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 2,056 shares worth $498K. The position accounts for 0.05% of the portfolio, ranked #189.

Red Door Wealth Management first reported a position in IWD in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.31M in Q2 2023. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Red Door Wealth Management held 2,056 shares of iShares Russell 1000 Value ETF worth $498K as of Q2 2026.
Red Door Wealth Management left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.05% of Red Door Wealth Management's portfolio in Q2 2026, its #189 holding.
Red Door Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q2 2021 and has held it in 21 quarters since.
Red Door Wealth Management's iShares Russell 1000 Value ETF position peaked at $1.31M in Q2 2023.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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