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

RKL 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	$2.05M	Hold	8,471	–	–	0.16%	68
2026 Q1	$1.81M	Buy	8,471 +201	+2%	+$44K	0.16%	73
2025 Q4	$1.74M	Hold	8,270	–	–	0.14%	74
2025 Q3	$1.68M	Hold	8,270	–	–	0.14%	72
2025 Q2	$1.61M	Hold	8,270	–	–	0.14%	72
2025 Q1	$1.56M	Sell	8,270 -440	-5%	-$83.8K	0.15%	76
2024 Q4	$1.61M	Buy	8,710 +6,294	+261%	+$1.21M	0.14%	78
2024 Q3	$459K	Sell	2,416 -112	-4%	-$20.4K	0.04%	107
2024 Q2	$441K	Buy	2,528 +341	+16%	+$59.6K	0.04%	100
2024 Q1	$392K	Buy	2,187 +1	+0%	+$169	0.04%	111
2023 Q4	$361K	Buy	+2,186	New	+$338K	0.04%	110

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

RKL Wealth Management held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 8,471 shares worth $2.05M. The position accounts for 0.16% of the portfolio, ranked #68.

RKL Wealth Management first reported a position in IWD in Q4 2023 and has held it in 11 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

RKL Wealth Management held 8,471 shares of iShares Russell 1000 Value ETF worth $2.05M as of Q2 2026.
RKL Wealth Management left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.16% of RKL Wealth Management's portfolio in Q2 2026, its #68 holding.
RKL Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 11 quarters since.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on RKL Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.