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

Riverpoint Wealth Management Holdings’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	$543K	Buy	2,240 +407	+22%	+$94.8K	0.1%	43
2026 Q1	$392K	Hold	1,833	–	–	0.08%	49
2025 Q4	$386K	Hold	1,833	–	–	0.08%	49
2025 Q3	$373K	Sell	1,833 -507	-22%	-$101K	0.08%	50
2025 Q2	$454K	Hold	2,340	–	–	0.11%	45
2025 Q1	$440K	Sell	2,340 -13	-0.6%	-$2.48K	0.11%	45
2024 Q4	$436K	Hold	2,353	–	–	0.11%	44
2024 Q3	$447K	Buy	2,353 +13	+0.6%	+$2.37K	0.11%	42
2024 Q2	$408K	Hold	2,340	–	–	0.11%	41
2024 Q1	$419K	Hold	2,340	–	–	0.12%	40
2023 Q4	$387K	Hold	2,340	–	–	0.11%	39
2023 Q3	$355K	Hold	2,340	–	–	0.12%	39
2023 Q2	$369K	Hold	2,340	–	–	0.12%	38
2023 Q1	$356K	Hold	2,340	–	–	0.12%	37
2022 Q4	$355K	Hold	2,340	–	–	0.13%	37
2022 Q3	$318K	Buy	+2,340	New	+$352K	0.14%	37

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

Riverpoint Wealth Management Holdings's IWD Position: Q2 2026 in Review

Riverpoint Wealth Management Holdings increased its iShares Russell 1000 Value ETF (IWD) stake by 22% in Q2 2026, buying an estimated $94.8K and bringing the position to 2,240 shares worth $543K. The position accounts for 0.1% of the portfolio, ranked #43.

Riverpoint Wealth Management Holdings first reported a position in IWD in Q3 2022 and has held it in 16 quarters since. 998 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Riverpoint Wealth Management Holdings held 2,240 shares of iShares Russell 1000 Value ETF worth $543K as of Q2 2026.
Riverpoint Wealth Management Holdings bought 407 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $94.8K.
iShares Russell 1000 Value ETF made up 0.1% of Riverpoint Wealth Management Holdings's portfolio in Q2 2026, its #43 holding.
Riverpoint Wealth Management Holdings first reported a position in iShares Russell 1000 Value ETF in Q3 2022 and has held it in 16 quarters since.
998 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q2 2026, filed 27 Jul 2026.