RF&L Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
Other funds holding IWD
RF&L Wealth Management's IWD Position: Q2 2026 in Review
RF&L Wealth Management reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.23% in Q2 2026, selling an estimated $5.12K and leaving 9,455 shares worth $2.29M. The position accounts for 1.55% of the portfolio, ranked #16.
RF&L Wealth Management first reported a position in IWD in Q4 2022 and has held it in 15 quarters since. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.
- RF&L Wealth Management held 9,455 shares of iShares Russell 1000 Value ETF worth $2.29M as of Q2 2026.
- RF&L Wealth Management sold 22 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $5.12K.
- iShares Russell 1000 Value ETF made up 1.55% of RF&L Wealth Management's portfolio in Q2 2026, its #16 holding.
- RF&L Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2022 and has held it in 15 quarters since.
- 1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.
Based on RF&L Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.