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

Retirement Wealth Solutions’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 		$91.4K Buy
377
+39
+12% +$9.08K 0.05% 80
2026
Q1 		$72.2K Buy
+338
New +$74K 0.05% 77
2025
Q1 		– Sell
-337
Closed -$61.9K – 445
2024
Q4 		$61.9K Buy
+337
New +$64.6K 0.05% 74

Other funds holding IWD

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
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
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Retirement Wealth Solutions's IWD Position: Q2 2026 in Review

Retirement Wealth Solutions increased its iShares Russell 1000 Value ETF (IWD) stake by 12% in Q2 2026, buying an estimated $9.08K and bringing the position to 377 shares worth $91.4K. The position accounts for 0.05% of the portfolio, ranked #80.

Retirement Wealth Solutions first reported a position in IWD in Q4 2024 and has held it in 3 quarters since. 390 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Retirement Wealth Solutions held 377 shares of iShares Russell 1000 Value ETF worth $91.4K as of Q2 2026.
  • Retirement Wealth Solutions bought 39 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $9.08K.
  • iShares Russell 1000 Value ETF made up 0.05% of Retirement Wealth Solutions's portfolio in Q2 2026, its #80 holding.
  • Retirement Wealth Solutions first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 3 quarters since.
  • 390 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.