Riverbend Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Riverbend Wealth Management’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	$384K	Buy	1,582 +1	+0.1%	+$233	0.19%	123
2026 Q1	$338K	Sell	1,581 -142	-8%	-$31.1K	0.19%	119
2025 Q4	$362K	Buy	1,723 +1	+0.1%	+$207	0.23%	105
2025 Q3	$351K	Buy	1,722 +1	+0.1%	+$199	0.24%	98
2025 Q2	$334K	Buy	1,721 +1	+0.1%	+$185	0.25%	98
2025 Q1	$324K	Sell	1,720 -34	-2%	-$6.47K	0.29%	91
2024 Q4	$325K	Buy	+1,754	New	+$336K	0.29%	87

Other funds holding IWD

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

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

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

Riverbend Wealth Management's IWD Position: Q2 2026 in Review

Riverbend Wealth Management increased its iShares Russell 1000 Value ETF (IWD) stake by 0.06% in Q2 2026, buying an estimated $233 and bringing the position to 1,582 shares worth $384K. The position accounts for 0.19% of the portfolio, ranked #123.

Riverbend Wealth Management first reported a position in IWD in Q4 2024 and has held it in 7 quarters since. 1,002 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Riverbend Wealth Management held 1,582 shares of iShares Russell 1000 Value ETF worth $384K as of Q2 2026.
Riverbend Wealth Management bought 1 iShares Russell 1000 Value ETF share in Q2 2026, an estimated $233.
iShares Russell 1000 Value ETF made up 0.19% of Riverbend Wealth Management's portfolio in Q2 2026, its #123 holding.
Riverbend Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 7 quarters since.
1,002 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Riverbend Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.