Schneider Downs Wealth Management Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Schneider Downs Wealth Management 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	$250K	Hold	1,032	–	–	0.02%	152
2026 Q1	$221K	Hold	1,032	–	–	0.02%	146
2025 Q4	$217K	Sell	1,032 -22	-2%	-$4.54K	0.02%	150
2025 Q3	$215K	Hold	1,054	–	–	0.03%	142
2025 Q2	$205K	Buy	+1,054	New	+$195K	0.03%	141
2023 Q4	–	Sell	-1,505	Closed	-$228K	–	125
2023 Q3	$228K	Sell	1,505 -116	-7%	-$18.4K	0.05%	98
2023 Q2	$256K	Hold	1,621	–	–	0.06%	95
2023 Q1	$247K	Hold	1,621	–	–	0.05%	100
2022 Q4	$246K	Buy	+1,621	New	+$243K	0.05%	99

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

Schneider Downs Wealth Management Advisors's IWD Position: Q2 2026 in Review

Schneider Downs Wealth Management Advisors held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 1,032 shares worth $250K. The position accounts for 0.02% of the portfolio, ranked #152.

Schneider Downs Wealth Management Advisors first reported a position in IWD in Q4 2022 and has held it in 9 quarters since. The position peaked at $256K in Q2 2023. 1,975 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Schneider Downs Wealth Management Advisors held 1,032 shares of iShares Russell 1000 Value ETF worth $250K as of Q2 2026.
Schneider Downs Wealth Management Advisors left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.02% of Schneider Downs Wealth Management Advisors's portfolio in Q2 2026, its #152 holding.
Schneider Downs Wealth Management Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2022 and has held it in 9 quarters since.
Schneider Downs Wealth Management Advisors's iShares Russell 1000 Value ETF position peaked at $256K in Q2 2023.
1,975 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.