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

Rockwood 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	$529K	Hold	2,181	–	–	0.03%	78
2026 Q1	$466K	Hold	2,181	–	–	0.03%	70
2025 Q4	$459K	Sell	2,181 -210	-9%	-$43.4K	0.03%	67
2025 Q3	$487K	Sell	2,391 -20	-0.8%	-$3.98K	0.04%	65
2025 Q2	$468K	Buy	2,411 +220	+10%	+$40.7K	0.04%	64
2025 Q1	$412K	Hold	2,191	–	–	0.04%	61
2024 Q4	$405K	Buy	2,191 +1	+0%	+$192	0.04%	57
2024 Q3	$416K	Buy	2,190 +130	+6%	+$23.7K	0.05%	55
2024 Q2	$359K	Hold	2,060	–	–	0.04%	60
2024 Q1	$369K	Hold	2,060	–	–	0.05%	58
2023 Q4	$340K	Hold	2,060	–	–	0.05%	57
2023 Q3	$313K	Hold	2,060	–	–	0.05%	52
2023 Q2	$325K	Hold	2,060	–	–	0.06%	57
2023 Q1	$314K	Hold	2,060	–	–	0.06%	53
2022 Q4	$312K	Buy	2,060 +342	+20%	+$51.2K	0.07%	52
2022 Q3	$234K	Hold	1,718	–	–	0.07%	62
2022 Q2	$249K	Hold	1,718	–	–	0.12%	61
2022 Q1	$285K	Hold	1,718	–	–	0.14%	60
2021 Q4	$289K	Buy	+1,718	New	+$281K	0.13%	90

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

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

Rockwood Wealth Management held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 2,181 shares worth $529K. The position accounts for 0.03% of the portfolio, ranked #78.

Rockwood Wealth Management first reported a position in IWD in Q4 2021 and has held it in 19 quarters since. 1,000 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Rockwood Wealth Management held 2,181 shares of iShares Russell 1000 Value ETF worth $529K as of Q2 2026.
Rockwood Wealth Management left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.03% of Rockwood Wealth Management's portfolio in Q2 2026, its #78 holding.
Rockwood Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and has held it in 19 quarters since.
1,000 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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