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Secure Asset Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Secure Asset Management’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 		$2.66M Sell
10,971
-376
-3% -$87.6K 0.37% 74
2026
Q1 		$2.42M Sell
11,347
-1,178
-9% -$258K 0.38% 71
2025
Q4 		$2.63M Buy
12,525
+760
+6% +$157K 0.41% 65
2025
Q3 		$2.4M Buy
11,765
+7,956
+209% +$1.58M 0.4% 72
2025
Q2 		$740K Sell
3,809
-9,118
-71% -$1.69M 0.14% 155
2025
Q1 		$2.43M Buy
12,927
+9,130
+240% +$1.74M 0.49% 55
2024
Q4 		$703K Buy
3,797
+7
+0.2% +$1.34K 0.11% 161
2024
Q3 		$719K Buy
3,790
+7
+0.2% +$1.27K 0.12% 154
2024
Q2 		$660K Buy
3,783
+2,389
+171% +$418K 0.12% 144
2024
Q1 		$250K Sell
1,394
-318
-19% -$53.8K 0.06% 203
2023
Q4 		$283K Sell
1,712
-139
-8% -$21.5K 0.08% 177
2023
Q3 		$281K Hold
1,851
– – 0.08% 171
2023
Q2 		$292K Buy
1,851
+1
+0.1% +$153 0.09% 152
2023
Q1 		$282K Buy
1,850
+1
+0.1% +$154 0.09% 154
2022
Q4 		$280K Sell
1,849
-599
-24% -$89.7K 0.1% 151
2022
Q3 		$333K Hold
2,448
– – 0.19% 102
2022
Q2 		$355K Sell
2,448
-100
-4% -$15.6K 0.2% 105
2022
Q1 		$423K Hold
2,548
– – 0.19% 106
2021
Q4 		$428K Sell
2,548
-250
-9% -$41K 0.17% 99
2021
Q3 		$438K Hold
2,798
– – 0.22% 80
2021
Q2 		$444K Hold
2,798
– – 0.23% 90
2021
Q1 		$424K Buy
2,798
+200
+8% +$28.9K 0.24% 95
2020
Q4 		$355K Hold
2,598
– – 0.21% 100
2020
Q3 		$307K Sell
2,598
-850
-25% -$101K 0.21% 106
2020
Q2 		$388K Buy
3,448
+100
+3% +$11K 0.27% 94
2020
Q1 		$332K Sell
3,348
-132
-4% -$16.5K 0.36% 69
2019
Q4 		$475K Buy
+3,480
New +$459K 0.33% 77

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Secure Asset Management's IWD Position: Q2 2026 in Review

Secure Asset Management reduced its iShares Russell 1000 Value ETF (IWD) stake by 3.3% in Q2 2026, selling an estimated $87.6K and leaving 10,971 shares worth $2.66M. The position accounts for 0.37% of the portfolio, ranked #74.

Secure Asset Management first reported a position in IWD in Q4 2019 and has held it in 27 quarters since. 1,975 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Secure Asset Management held 10,971 shares of iShares Russell 1000 Value ETF worth $2.66M as of Q2 2026.
  • Secure Asset Management sold 376 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $87.6K.
  • iShares Russell 1000 Value ETF made up 0.37% of Secure Asset Management's portfolio in Q2 2026, its #74 holding.
  • Secure Asset Management first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,975 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.