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

Regimen Wealth’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	$1.07M	Buy	4,410 +14	+0.3%	+$3.26K	0.29%	38
2026 Q1	$939K	Buy	4,396 +3	+0.1%	+$657	0.27%	39
2025 Q4	$924K	Hold	4,393	–	–	0.27%	40
2025 Q3	$894K	Buy	4,393 +7	+0.2%	+$1.39K	0.27%	41
2025 Q2	$852K	Sell	4,386 -111	-2%	-$20.6K	0.26%	40
2025 Q1	$846K	Sell	4,497 -171	-4%	-$32.6K	0.27%	33
2024 Q4	$864K	Buy	4,668 +141	+3%	+$27K	0.28%	34
2024 Q3	$859K	Sell	4,527 -7	-0.2%	-$1.27K	0.28%	34
2024 Q2	$791K	Sell	4,534 -686	-13%	-$120K	0.27%	34
2024 Q1	$935K	Buy	5,220 +179	+4%	+$30.3K	0.32%	31
2023 Q4	$833K	Buy	5,041 +50	+1%	+$7.72K	0.32%	29
2023 Q3	$758K	Sell	4,991 -270	-5%	-$42.8K	0.31%	29
2023 Q2	$830K	Sell	5,261 -3,159	-38%	-$483K	0.34%	30
2023 Q1	$1.05M	Buy	8,420 +406	+5%	+$62.7K	0.46%	26
2022 Q4	$1.22M	Buy	+8,014	New	+$1.2M	0.81%	20

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

Regimen Wealth's IWD Position: Q2 2026 in Review

Regimen Wealth increased its iShares Russell 1000 Value ETF (IWD) stake by 0.32% in Q2 2026, buying an estimated $3.26K and bringing the position to 4,410 shares worth $1.07M. The position accounts for 0.29% of the portfolio, ranked #38.

Regimen Wealth first reported a position in IWD in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.22M in Q4 2022. 1,967 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Regimen Wealth held 4,410 shares of iShares Russell 1000 Value ETF worth $1.07M as of Q2 2026.
Regimen Wealth bought 14 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $3.26K.
iShares Russell 1000 Value ETF made up 0.29% of Regimen Wealth's portfolio in Q2 2026, its #38 holding.
Regimen Wealth first reported a position in iShares Russell 1000 Value ETF in Q4 2022 and has held it in 15 quarters since.
Regimen Wealth's iShares Russell 1000 Value ETF position peaked at $1.22M in Q4 2022.
1,967 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Regimen Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.