Schaper Benz & Wise Investment Counsel’s iShares Russell 1000 Value ETF IWD Stock Holding History

Schaper Benz & Wise Investment Counsel’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	$3.04M	Hold	12,555	–	–	0.2%	86
2026 Q1	$2.68M	Sell	12,555 -1,150	-8%	-$252K	0.21%	87
2025 Q4	$2.88M	Sell	13,705 -271	-2%	-$56K	0.21%	84
2025 Q3	$2.85M	Hold	13,976	–	–	0.21%	84
2025 Q2	$2.71M	Hold	13,976	–	–	0.21%	83
2025 Q1	$2.63M	Hold	13,976	–	–	0.21%	82
2024 Q4	$2.59M	Hold	13,976	–	–	0.21%	83
2024 Q3	$2.65M	Hold	13,976	–	–	0.21%	82
2024 Q2	$2.44M	Hold	13,976	–	–	0.21%	83
2024 Q1	$2.5M	Sell	13,976 -245	-2%	-$41.5K	0.21%	81
2023 Q4	$2.35M	Hold	14,221	–	–	0.21%	83
2023 Q3	$2.16M	Hold	14,221	–	–	0.21%	82
2023 Q2	$2.24M	Hold	14,221	–	–	0.22%	82
2023 Q1	$2.17M	Hold	14,221	–	–	0.22%	81
2022 Q4	$2.16M	Hold	14,221	–	–	0.23%	77
2022 Q3	$1.93M	Hold	14,221	–	–	0.22%	79
2022 Q2	$2.06M	Hold	14,221	–	–	0.21%	80
2022 Q1	$2.36M	Sell	14,221 -400	-3%	-$65.7K	0.2%	82
2021 Q4	$2.46M	Buy	+14,621	New	+$2.4M	0.2%	83

Other funds holding IWD

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

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

CMA

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

Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Schaper Benz & Wise Investment Counsel's IWD Position: Q2 2026 in Review

Schaper Benz & Wise Investment Counsel held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 12,555 shares worth $3.04M. The position accounts for 0.2% of the portfolio, ranked #86.

Schaper Benz & Wise Investment Counsel first reported a position in IWD in Q4 2021 and has held it in 19 quarters since. 754 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Schaper Benz & Wise Investment Counsel held 12,555 shares of iShares Russell 1000 Value ETF worth $3.04M as of Q2 2026.
Schaper Benz & Wise Investment Counsel left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.2% of Schaper Benz & Wise Investment Counsel's portfolio in Q2 2026, its #86 holding.
Schaper Benz & Wise Investment Counsel first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and has held it in 19 quarters since.
754 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Schaper Benz & Wise Investment Counsel's 13F filing for Q2 2026, filed 21 Jul 2026.