Robinswood Financial’s iShares Russell 1000 Value ETF IWD Stock Holding History

Robinswood Financial’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	$168K	Buy	691 +2	+0.3%	+$466	0.05%	82
2026 Q1	$147K	Sell	689 -347	-33%	-$76K	0.05%	88
2025 Q4	$218K	Buy	1,036 +3	+0.3%	+$620	0.07%	70
2025 Q3	$210K	Sell	1,033 -25	-2%	-$4.97K	0.07%	71
2025 Q2	$206K	Buy	1,058 +5	+0.5%	+$926	0.07%	73
2025 Q1	$198K	Buy	1,053 +4	+0.4%	+$762	0.07%	67
2024 Q4	$194K	Sell	1,049 -317	-23%	-$60.8K	0.07%	65
2024 Q3	$259K	Buy	1,366 +4	+0.3%	+$729	0.1%	53
2024 Q2	$238K	Buy	1,362 +376	+38%	+$65.7K	0.1%	54
2024 Q1	$176K	Buy	986 +3	+0.3%	+$508	0.08%	56
2023 Q4	$163K	Buy	983 +10	+1%	+$1.54K	0.07%	59
2023 Q3	$148K	Buy	973 +653	+204%	+$104K	0.07%	60
2023 Q2	$50.5K	Buy	+320	New	+$48.9K	0.02%	77

Other funds holding IWD

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

BWCS

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

SAS

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Robinswood Financial's IWD Position: Q2 2026 in Review

Robinswood Financial increased its iShares Russell 1000 Value ETF (IWD) stake by 0.29% in Q2 2026, buying an estimated $466 and bringing the position to 691 shares worth $168K. The position accounts for 0.05% of the portfolio, ranked #82.

Robinswood Financial first reported a position in IWD in Q2 2023 and has held it in 13 quarters since. The position peaked at $259K in Q3 2024. 363 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Robinswood Financial held 691 shares of iShares Russell 1000 Value ETF worth $168K as of Q2 2026.
Robinswood Financial bought 2 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $466.
iShares Russell 1000 Value ETF made up 0.05% of Robinswood Financial's portfolio in Q2 2026, its #82 holding.
Robinswood Financial first reported a position in iShares Russell 1000 Value ETF in Q2 2023 and has held it in 13 quarters since.
Robinswood Financial's iShares Russell 1000 Value ETF position peaked at $259K in Q3 2024.
363 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Robinswood Financial's 13F filing for Q2 2026, filed 15 Jul 2026.