RWA Wealth Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $30.9M | Buy |
127,277
+100,802
| +381% | +$23.5M | 0.3% | 56 |
|
|
2026
Q1 | $5.66M | Sell |
26,475
-99,164
| -79% | -$21.7M | 0.06% | 147 |
|
|
2025
Q4 | $26.4M | Buy |
125,639
+108,756
| +644% | +$22.5M | 0.29% | 55 |
|
|
2025
Q3 | $3.44M | Buy |
16,883
+2,957
| +21% | +$588K | 0.04% | 211 |
|
|
2025
Q2 | $2.7M | Sell |
13,926
-62,279
| -82% | -$11.5M | 0.03% | 217 |
|
|
2025
Q1 | $14.3M | Buy |
76,205
+62,014
| +437% | +$11.8M | 0.18% | 79 |
|
|
2024
Q4 | $2.63M | Sell |
14,191
-70,785
| -83% | -$13.6M | 0.03% | 216 |
|
|
2024
Q3 | $16.1M | Buy |
84,976
+68,390
| +412% | +$12.5M | 0.2% | 74 |
|
|
2024
Q2 | $2.89M | Sell |
16,586
-70,770
| -81% | -$12.4M | 0.04% | 197 |
|
|
2024
Q1 | $15.6M | Buy |
87,356
+70,925
| +432% | +$12M | 0.21% | 75 |
|
|
2023
Q4 | $2.72M | Buy |
16,431
+12,583
| +327% | +$1.94M | 0.04% | 194 |
|
|
2023
Q3 | $584K | Buy |
3,848
+415
| +12% | +$65.8K | 0.01% | 242 |
|
|
2023
Q2 | $542K | Sell |
3,433
-18
| -0.5% | -$2.75K | 0.01% | 224 |
|
|
2023
Q1 | $525K | Sell |
3,451
-143
| -4% | -$22.1K | 0.01% | 167 |
|
|
2022
Q4 | $565K | Buy |
3,594
+290
| +9% | +$43.4K | 0.01% | 163 |
|
|
2022
Q3 | $449K | Buy |
3,304
+314
| +11% | +$47.2K | 0.03% | 168 |
|
|
2022
Q2 | $433K | Buy |
2,990
+186
| +7% | +$29.1K | 0.03% | 168 |
|
|
2022
Q1 | $465K | Sell |
2,804
-416
| -13% | -$68.3K | 0.03% | 168 |
|
|
2021
Q4 | $541K | Buy |
3,220
+96
| +3% | +$15.7K | 0.04% | 164 |
|
|
2021
Q3 | $489K | Hold |
3,124
| – | – | 0.04% | 167 |
|
|
2021
Q2 | $496K | Hold |
3,124
| – | – | 0.04% | 165 |
|
|
2021
Q1 | $473K | Buy |
3,124
+109
| +4% | +$15.8K | 0.04% | 165 |
|
|
2020
Q4 | $412K | Sell |
3,015
-1,535
| -34% | -$197K | 0.04% | 169 |
|
|
2020
Q3 | $537K | Sell |
4,550
-340
| -7% | -$40.3K | 0.06% | 147 |
|
|
2020
Q2 | $551K | Buy |
+4,890
| New | +$538K | 0.07% | 139 |
|
|
2019
Q3 | – | Sell |
-24,511
| Closed | -$3.12M | – | 237 |
|
|
2019
Q2 | $3.12M | Sell |
24,511
-1,154
| -4% | -$144K | 0.33% | 70 |
|
|
2019
Q1 | $3.17M | Buy |
+25,665
| New | +$3.08M | 0.36% | 68 |
|
|
2018
Q4 | – | Sell |
-32,792
| Closed | -$4.15M | – | 237 |
|
|
2018
Q3 | $4.15M | Sell |
32,792
-3,436
| -9% | -$432K | 0.46% | 46 |
|
|
2018
Q2 | $4.4M | Buy |
36,228
+35,227
| +3,519% | +$4.28M | 0.49% | 45 |
|
|
2018
Q1 | $120K | Buy |
+1,001
| New | +$125K | 0.02% | 245 |
|
Other funds holding IWD
RWA Wealth Partners's IWD Position: Q2 2026 in Review
RWA Wealth Partners increased its iShares Russell 1000 Value ETF (IWD) stake by 381% in Q2 2026, buying an estimated $23.5M and bringing the position to 127,277 shares worth $30.9M. The position accounts for 0.3% of the portfolio, ranked #56.
RWA Wealth Partners first reported a position in IWD in Q1 2018 and has held it in 30 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.
- RWA Wealth Partners held 127,277 shares of iShares Russell 1000 Value ETF worth $30.9M as of Q2 2026.
- RWA Wealth Partners bought 100,802 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $23.5M.
- iShares Russell 1000 Value ETF made up 0.3% of RWA Wealth Partners's portfolio in Q2 2026, its #56 holding.
- RWA Wealth Partners first reported a position in iShares Russell 1000 Value ETF in Q1 2018 and has held it in 30 quarters since.
- 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.
Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.