SeaCrest Wealth Management’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 | $531K | Sell |
2,190
-823
| -27% | -$192K | 0.06% | 274 |
|
|
2026
Q1 | $644K | Sell |
3,013
-758
| -20% | -$166K | 0.07% | 270 |
|
|
2025
Q4 | $808K | Buy |
3,771
+3
| +0.1% | +$620 | 0.08% | 229 |
|
|
2025
Q3 | $772K | Buy |
3,768
+2
| +0.1% | +$398 | 0.08% | 225 |
|
|
2025
Q2 | $731K | Sell |
3,766
-1
| -0% | -$185 | 0.08% | 231 |
|
|
2025
Q1 | $709K | Buy |
3,767
+3
| +0.1% | +$571 | 0.08% | 248 |
|
|
2024
Q4 | $697K | Buy |
3,764
+53
| +1% | +$10.2K | 0.07% | 256 |
|
|
2024
Q3 | $704K | Sell |
3,711
-72
| -2% | -$13.1K | 0.08% | 261 |
|
|
2024
Q2 | $660K | Buy |
3,783
+2,139
| +130% | +$374K | 0.08% | 257 |
|
|
2024
Q1 | $294K | Sell |
1,644
-553
| -25% | -$93.6K | 0.04% | 448 |
|
|
2023
Q4 | $362K | Sell |
2,197
-412
| -16% | -$63.6K | 0.04% | 398 |
|
|
2023
Q3 | $396K | Sell |
2,609
-48
| -2% | -$7.61K | 0.05% | 366 |
|
|
2023
Q2 | $419K | Sell |
2,657
-113
| -4% | -$17.3K | 0.05% | 367 |
|
|
2023
Q1 | $422K | Sell |
2,770
-234
| -8% | -$36.1K | 0.06% | 374 |
|
|
2022
Q4 | $456K | Buy |
3,004
+277
| +10% | +$41.5K | 0.07% | 346 |
|
|
2022
Q3 | $371K | Buy |
2,727
+501
| +23% | +$75.3K | 0.06% | 375 |
|
|
2022
Q2 | $323K | Buy |
2,226
+50
| +2% | +$7.82K | 0.04% | 445 |
|
|
2022
Q1 | $361K | Buy |
2,176
+16
| +0.7% | +$2.63K | 0.04% | 463 |
|
|
2021
Q4 | $363K | Buy |
2,160
+2
| +0.1% | +$328 | 0.04% | 453 |
|
|
2021
Q3 | $338K | Buy |
2,158
+35
| +2% | +$5.61K | 0.04% | 466 |
|
|
2021
Q2 | $337K | Buy |
2,123
+24
| +1% | +$3.8K | 0.04% | 458 |
|
|
2021
Q1 | $318K | Sell |
2,099
-512
| -20% | -$74.1K | 0.04% | 444 |
|
|
2020
Q4 | $357K | Buy |
2,611
+515
| +25% | +$66.1K | 0.05% | 378 |
|
|
2020
Q3 | $248K | Buy |
+2,096
| New | +$249K | 0.04% | 454 |
|
|
2020
Q1 | – | Sell |
-1,923
| Closed | -$262K | – | 544 |
|
|
2019
Q4 | $262K | Buy |
1,923
+289
| +18% | +$38.1K | 0.04% | 431 |
|
|
2019
Q3 | $210K | Buy |
1,634
+54
| +3% | +$6.86K | 0.04% | 483 |
|
|
2019
Q2 | $201K | Buy |
1,580
+2
| +0.1% | +$250 | 0.04% | 463 |
|
|
2019
Q1 | $195K | Sell |
1,578
-66
| -4% | -$7.93K | 0.03% | 471 |
|
|
2018
Q4 | $183K | Buy |
1,644
+81
| +5% | +$9.71K | 0.04% | 445 |
|
|
2018
Q3 | $198K | Buy |
1,563
+58
| +4% | +$7.29K | 0.03% | 504 |
|
|
2018
Q2 | $183K | Hold |
1,505
| – | – | 0.03% | 522 |
|
|
2018
Q1 | $180K | Sell |
1,505
-94
| -6% | -$11.7K | 0.03% | 514 |
|
|
2017
Q4 | $199K | Buy |
+1,599
| New | +$194K | 0.04% | 494 |
|
Other funds holding IWD
SeaCrest Wealth Management's IWD Position: Q2 2026 in Review
SeaCrest Wealth Management reduced its iShares Russell 1000 Value ETF (IWD) stake by 27% in Q2 2026, selling an estimated $192K and leaving 2,190 shares worth $531K. The position accounts for 0.06% of the portfolio, ranked #274.
SeaCrest Wealth Management first reported a position in IWD in Q4 2017 and has held it in 33 quarters since. The position peaked at $808K in Q4 2025. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.
- SeaCrest Wealth Management held 2,190 shares of iShares Russell 1000 Value ETF worth $531K as of Q2 2026.
- SeaCrest Wealth Management sold 823 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $192K.
- iShares Russell 1000 Value ETF made up 0.06% of SeaCrest Wealth Management's portfolio in Q2 2026, its #274 holding.
- SeaCrest Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2017 and has held it in 33 quarters since.
- SeaCrest Wealth Management's iShares Russell 1000 Value ETF position peaked at $808K in Q4 2025.
- 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.
Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.