Resources Management Corp’s iShares Russell 1000 Value ETF IWD Stock Holding History

Resources Management Corp’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	–	Sell	-68	Closed	-$15K	–	280
2026 Q1	$15K	Hold	68	–	–	﹤0.01%	326
2025 Q4	$14K	Hold	68	–	–	﹤0.01%	337
2025 Q3	$14K	Hold	68	–	–	﹤0.01%	320
2025 Q2	$13K	Hold	68	–	–	﹤0.01%	339
2025 Q1	$13K	Hold	68	–	–	﹤0.01%	344
2024 Q4	$13K	Hold	68	–	–	﹤0.01%	345
2024 Q3	$13K	Hold	68	–	–	﹤0.01%	353
2024 Q2	$12K	Hold	68	–	–	﹤0.01%	346
2024 Q1	$12K	Hold	68	–	–	﹤0.01%	353
2023 Q4	$11K	Hold	68	–	–	﹤0.01%	357
2023 Q3	$10K	Hold	68	–	–	﹤0.01%	360
2023 Q2	$11K	Sell	68 -17,749	-100%	-$2.71M	﹤0.01%	359
2023 Q1	$1.84M	Buy	17,817 +17,749	+26,101%	+$2.74M	0.3%	71
2022 Q4	$10K	Hold	68	–	–	﹤0.01%	375
2022 Q3	$9K	Hold	68	–	–	﹤0.01%	394
2022 Q2	$10K	Hold	68	–	–	﹤0.01%	401
2022 Q1	$11K	Sell	68 -197	-74%	-$32.4K	﹤0.01%	400
2021 Q4	$45K	Hold	265	–	–	0.01%	335
2021 Q3	$41K	Hold	265	–	–	0.01%	329
2021 Q2	$42K	Hold	265	–	–	0.01%	339
2021 Q1	$40K	Hold	265	–	–	0.01%	332
2020 Q4	$36K	Hold	265	–	–	0.01%	334
2020 Q3	$31K	Hold	265	–	–	0.01%	320
2020 Q2	$30K	Hold	265	–	–	0.01%	321
2020 Q1	$26K	Hold	265	–	–	0.01%	321
2019 Q4	$36K	Hold	265	–	–	0.01%	307
2019 Q3	$34K	Buy	+265	New	+$33.7K	0.01%	326
2018 Q4	$29K	Buy	+265	New	+$31.8K	0.01%	323

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

Resources Management Corp's IWD Position: Q2 2026 in Review

Resources Management Corp sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2026, closing a stake of 68 shares — an estimated $15K sold.

Resources Management Corp first reported a position in IWD in Q4 2018 and held it in 28 quarters. The position peaked at $1.84M in Q1 2023. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Resources Management Corp reported no remaining iShares Russell 1000 Value ETF position as of Q2 2026 after selling out during the quarter.
Resources Management Corp sold 68 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $15K.
Resources Management Corp first reported a position in iShares Russell 1000 Value ETF in Q4 2018 and held it in 28 quarters.
Resources Management Corp's iShares Russell 1000 Value ETF position peaked at $1.84M in Q1 2023.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Resources Management Corp's 13F filing for Q2 2026, filed 14 Aug 2026.