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Richards, Merrill & Peterson’s iShares Russell 1000 Value ETF IWD Stock Holding History

Richards, Merrill & Peterson’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 		$32.7K Hold
135
– – 0.01% 256
2026
Q1 		$28.8K Hold
135
– – 0.01% 248
2025
Q4 		$28.4K Hold
135
– – 0.01% 234
2025
Q3 		$27.5K Hold
135
– – 0.01% 200
2025
Q2 		$26.2K Hold
135
– – 0.01% 188
2025
Q1 		$25.4K Buy
135
+40
+42% +$7.62K 0.01% 323
2024
Q4 		$17.6K Buy
+95
New +$18.2K 0.01% 339

Other funds holding IWD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
OC
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
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

Richards, Merrill & Peterson's IWD Position: Q2 2026 in Review

Richards, Merrill & Peterson held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 135 shares worth $32.7K. The position accounts for 0.01% of the portfolio, ranked #256.

Richards, Merrill & Peterson first reported a position in IWD in Q4 2024 and has held it in 7 quarters since. 1,056 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Richards, Merrill & Peterson held 135 shares of iShares Russell 1000 Value ETF worth $32.7K as of Q2 2026.
  • Richards, Merrill & Peterson left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Value ETF made up 0.01% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #256 holding.
  • Richards, Merrill & Peterson first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,056 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.