Regent Peak Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Regent Peak 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	$807K	Sell	3,327 -1,094	-25%	-$255K	0.15%	69
2026 Q1	$945K	Hold	4,421	–	–	0.19%	57
2025 Q4	$930K	Hold	4,421	–	–	0.18%	55
2025 Q3	$900K	Buy	+4,421	New	+$879K	0.18%	55
2025 Q1	$885K	Hold	4,706	–	–	0.21%	51
2024 Q4	$871K	Sell	4,706 -292	-6%	-$56K	0.2%	55
2024 Q3	$949K	Hold	4,998	–	–	0.22%	63
2024 Q2	$872K	Hold	4,998	–	–	0.2%	67
2024 Q1	$895K	Sell	4,998 -228	-4%	-$38.6K	0.23%	62
2023 Q4	$864K	Sell	5,226 -56	-1%	-$8.65K	0.23%	60
2023 Q3	$802K	Sell	5,282 -142	-3%	-$22.5K	0.25%	65
2023 Q2	$856K	Sell	5,424 -30	-0.6%	-$4.59K	0.25%	60
2023 Q1	$830K	Sell	5,454 -661	-11%	-$102K	0.26%	56
2022 Q4	$927K	Buy	6,115 +300	+5%	+$44.9K	0.3%	58
2022 Q3	$796K	Hold	5,815	–	–	0.28%	64
2022 Q2	$843K	Buy	5,815 +1,109	+24%	+$173K	0.28%	59
2022 Q1	$781K	Hold	4,706	–	–	0.22%	60
2021 Q4	$790K	Sell	4,706 -24	-0.5%	-$3.93K	0.21%	66
2021 Q3	$740K	Buy	4,730 +285	+6%	+$45.7K	0.21%	70
2021 Q2	$711K	Sell	4,445 -1,417	-24%	-$224K	0.2%	72
2021 Q1	$888K	Hold	5,862	–	–	0.29%	60
2020 Q4	$802K	Buy	5,862 +1,592	+37%	+$204K	0.27%	63
2020 Q3	$504K	Hold	4,270	–	–	0.21%	70
2020 Q2	$481K	Hold	4,270	–	–	0.22%	68
2020 Q1	$423K	Hold	4,270	–	–	0.24%	67
2019 Q4	$582K	Buy	+4,270	New	+$563K	0.27%	66

Other funds holding IWD

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

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

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

SAS

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

Regent Peak Wealth Advisors's IWD Position: Q2 2026 in Review

Regent Peak Wealth Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 25% in Q2 2026, selling an estimated $255K and leaving 3,327 shares worth $807K. The position accounts for 0.15% of the portfolio, ranked #69.

Regent Peak Wealth Advisors first reported a position in IWD in Q4 2019 and has held it in 26 quarters since. The position peaked at $949K in Q3 2024. 445 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Regent Peak Wealth Advisors held 3,327 shares of iShares Russell 1000 Value ETF worth $807K as of Q2 2026.
Regent Peak Wealth Advisors sold 1,094 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $255K.
iShares Russell 1000 Value ETF made up 0.15% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #69 holding.
Regent Peak Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and has held it in 26 quarters since.
Regent Peak Wealth Advisors's iShares Russell 1000 Value ETF position peaked at $949K in Q3 2024.
445 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.