Sage Private Wealth Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Sage Private Wealth Group’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	$221K	Buy	+913	New	+$213K	0.1%	96
2022 Q4	–	Sell	-285	Closed	-$39K	–	119
2022 Q3	$39K	Hold	285	–	–	0.05%	89
2022 Q2	$41K	Hold	285	–	–	0.06%	88
2022 Q1	$47K	Hold	285	–	–	0.05%	89
2021 Q4	$47K	Hold	285	–	–	0.06%	89
2021 Q3	$45K	Hold	285	–	–	0.06%	85
2021 Q2	$45K	Hold	285	–	–	0.06%	87
2021 Q1	$43K	Hold	285	–	–	0.07%	88
2020 Q4	$39K	Buy	+285	New	+$36.6K	0.11%	75

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

Sage Private Wealth Group's IWD Position: Q2 2026 in Review

Sage Private Wealth Group opened a new position in iShares Russell 1000 Value ETF (IWD) in Q2 2026: 913 shares worth $221K. The stake represents 0.1% of the portfolio and ranks #96 among its holdings. This is a return to the name: Sage Private Wealth Group previously reported a position in IWD as recently as Q3 2022.

Sage Private Wealth Group first reported a position in IWD in Q4 2020 and has held it in 9 quarters since. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Sage Private Wealth Group held 913 shares of iShares Russell 1000 Value ETF worth $221K as of Q2 2026.
iShares Russell 1000 Value ETF was a new Sage Private Wealth Group position in Q2 2026.
iShares Russell 1000 Value ETF made up 0.1% of Sage Private Wealth Group's portfolio in Q2 2026, its #96 holding.
Sage Private Wealth Group first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and has held it in 9 quarters since.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Sage Private Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.