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Sax Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Sax Wealth Advisors’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 		$2.29M Buy
10,695
+1,124
+12% +$262K 0.09% 138
2026
Q1 		$2.01M Hold
9,571
– – 0.1% 119
2025
Q4 		$2.01M Buy
9,571
+49
+0.5% +$10.1K 0.09% 121
2025
Q3 		$1.94M Buy
9,522
+75
+0.8% +$14.9K 0.1% 111
2025
Q2 		$1.83M Buy
9,447
+278
+3% +$51.5K 0.11% 108
2025
Q1 		$1.73M Buy
9,169
+1,257
+16% +$239K 0.12% 94
2024
Q4 		$1.46M Buy
7,912
+172
+2% +$33K 0.11% 89
2024
Q3 		$1.47M Buy
7,740
+97
+1% +$17.7K 0.13% 72
2024
Q2 		$1.33M Buy
7,643
+598
+8% +$105K 0.13% 76
2024
Q1 		$1.26M Hold
7,045
– – 0.15% 60
2023
Q4 		$1.16M Buy
7,045
+391
+6% +$60.4K 0.19% 64
2023
Q3 		$1.01M Buy
6,654
+1,450
+28% +$230K 0.2% 68
2023
Q2 		$821K Sell
5,204
-1,773
-25% -$271K 0.16% 77
2023
Q1 		$1.06M Buy
6,977
+1,698
+32% +$262K 0.23% 62
2022
Q4 		$800K Hold
5,279
– – 0.18% 73
2022
Q3 		$718K Sell
5,279
-1,760
-25% -$264K 0.18% 73
2022
Q2 		$1.02M Buy
7,039
+150
+2% +$23.5K 0.26% 61
2022
Q1 		$1.14M Buy
6,889
+375
+6% +$61.6K 0.28% 54
2021
Q4 		$1.09M Buy
6,514
+4
+0.1% +$655 0.23% 67
2021
Q3 		$1.02M Buy
6,510
+160
+3% +$25.7K 0.24% 65
2021
Q2 		$1.01M Buy
6,350
+3
+0% +$475 0.35% 55
2021
Q1 		$962K Buy
6,347
+770
+14% +$111K 0.35% 55
2020
Q4 		$762K Buy
+5,577
New +$715K 0.35% 57

Other funds holding IWD

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

Sax Wealth Advisors's IWD Position: Q2 2026 in Review

Sax Wealth Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 12% in Q2 2026, buying an estimated $262K and bringing the position to 10,695 shares worth $2.29M. The position accounts for 0.09% of the portfolio, ranked #138.

Sax Wealth Advisors first reported a position in IWD in Q4 2020 and has held it in 23 quarters since. 509 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Sax Wealth Advisors held 10,695 shares of iShares Russell 1000 Value ETF worth $2.29M as of Q2 2026.
  • Sax Wealth Advisors bought 1,124 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $262K.
  • iShares Russell 1000 Value ETF made up 0.09% of Sax Wealth Advisors's portfolio in Q2 2026, its #138 holding.
  • Sax Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and has held it in 23 quarters since.
  • 509 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.