Resonant Capital Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Resonant Capital 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	$1.01M	Buy	4,183 +18	+0.4%	+$4.19K	0.05%	184
2026 Q1	$890K	Buy	4,165 +101	+2%	+$22.1K	0.05%	184
2025 Q4	$855K	Sell	4,064 -499	-11%	-$103K	0.05%	179
2025 Q3	$929K	Buy	4,563 +3,525	+340%	+$701K	0.05%	173
2025 Q2	$202K	Buy	+1,038	New	+$192K	0.01%	403
2024 Q4	–	Sell	-1,087	Closed	-$206K	–	358
2024 Q3	$206K	Buy	+1,087	New	+$198K	0.02%	343
2022 Q3	–	Sell	-2,542	Closed	-$369K	–	232
2022 Q2	$369K	Hold	2,542	–	–	0.06%	172
2022 Q1	$424K	Sell	2,542 -702	-22%	-$115K	0.06%	153
2021 Q4	$545K	Hold	3,244	–	–	0.08%	131
2021 Q3	$508K	Hold	3,244	–	–	0.09%	125
2021 Q2	$515K	Hold	3,244	–	–	0.1%	109
2021 Q1	$492K	Hold	3,244	–	–	0.1%	104
2020 Q4	$444K	Sell	3,244 -200	-6%	-$25.7K	0.11%	110
2020 Q3	$407K	Hold	3,444	–	–	0.12%	101
2020 Q2	$388K	Sell	3,444 -2,538	-42%	-$279K	0.11%	123
2020 Q1	$593K	Sell	5,982 -751	-11%	-$93.6K	0.22%	114
2019 Q4	$919K	Buy	+6,733	New	+$887K	0.29%	105

Other funds holding IWD

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

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

Resonant Capital Advisors's IWD Position: Q2 2026 in Review

Resonant Capital Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 0.43% in Q2 2026, buying an estimated $4.19K and bringing the position to 4,183 shares worth $1.01M. The position accounts for 0.05% of the portfolio, ranked #184.

Resonant Capital Advisors first reported a position in IWD in Q4 2019 and has held it in 17 quarters since. 1,023 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Resonant Capital Advisors held 4,183 shares of iShares Russell 1000 Value ETF worth $1.01M as of Q2 2026.
Resonant Capital Advisors bought 18 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $4.19K.
iShares Russell 1000 Value ETF made up 0.05% of Resonant Capital Advisors's portfolio in Q2 2026, its #184 holding.
Resonant Capital Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and has held it in 17 quarters since.
1,023 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.