RSWM
IWD icon

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

Robertson Stephens 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 		$1.03M Sell
4,235
-315
-7% -$73.4K 0.03% 309
2026
Q1 		$972K Sell
4,550
-86
-2% -$18.8K 0.03% 303
2025
Q4 		$975K Buy
4,636
+627
+16% +$130K 0.03% 311
2025
Q3 		$816K Hold
4,009
– – 0.02% 278
2025
Q2 		$779K Buy
4,009
+204
+5% +$37.8K 0.02% 294
2025
Q1 		$716K Buy
3,805
+426
+13% +$81.1K 0.02% 308
2024
Q4 		$626K Buy
3,379
+2,131
+171% +$409K 0.02% 327
2024
Q3 		$237K Buy
+1,248
New +$227K 0.01% 568
2023
Q2 		– Sell
-2,569
Closed -$391K – 437
2023
Q1 		$391K Sell
2,569
-1,166
-31% -$180K 0.03% 327
2022
Q4 		$566K Sell
3,735
-4,355
-54% -$652K 0.06% 247
2022
Q3 		$1.1M Buy
8,090
+4,535
+128% +$681K 0.11% 143
2022
Q2 		$515K Sell
3,555
-20
-0.6% -$3.13K 0.05% 233
2022
Q1 		$593K Sell
3,575
-2,250
-39% -$370K 0.05% 235
2021
Q4 		$978K Buy
5,825
+2,529
+77% +$414K 0.08% 187
2021
Q3 		$515K Buy
+3,296
New +$528K 0.06% 203

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

Robertson Stephens Wealth Management's IWD Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its iShares Russell 1000 Value ETF (IWD) stake by 6.9% in Q2 2026, selling an estimated $73.4K and leaving 4,235 shares worth $1.03M. The position accounts for 0.03% of the portfolio, ranked #309.

Robertson Stephens Wealth Management first reported a position in IWD in Q3 2021 and has held it in 15 quarters since. The position peaked at $1.1M in Q3 2022. 1,057 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Robertson Stephens Wealth Management held 4,235 shares of iShares Russell 1000 Value ETF worth $1.03M as of Q2 2026.
  • Robertson Stephens Wealth Management sold 315 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $73.4K.
  • iShares Russell 1000 Value ETF made up 0.03% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #309 holding.
  • Robertson Stephens Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q3 2021 and has held it in 15 quarters since.
  • Robertson Stephens Wealth Management's iShares Russell 1000 Value ETF position peaked at $1.1M in Q3 2022.
  • 1,057 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.