Selective Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Selective Wealth 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	$446K	Buy	1,800 +476	+36%	+$111K	0.12%	90
2026 Q1	$301K	Hold	1,324	–	–	0.09%	103
2025 Q4	$290K	Hold	1,324	–	–	0.09%	90
2025 Q3	$271K	Hold	1,324	–	–	0.09%	86
2025 Q2	$260K	Hold	1,324	–	–	0.09%	87
2025 Q1	$233K	Hold	1,324	–	–	0.1%	87
2024 Q4	$247K	Buy	1,324 +124	+10%	+$23.8K	0.1%	89
2024 Q3	$226K	Hold	1,200	–	–	0.09%	99
2024 Q2	$209K	Hold	1,200	–	–	0.09%	98
2024 Q1	$210K	Buy	+1,200	New	+$203K	0.09%	100
2022 Q4	–	Sell	-700	Closed	-$95K	–	427
2022 Q3	$95K	Sell	700 -200	-22%	-$30.1K	0.04%	216
2022 Q2	$130K	Hold	900	–	–	0.05%	192
2022 Q1	$149K	Hold	900	–	–	0.05%	164
2021 Q4	$151K	Hold	900	–	–	0.06%	150
2021 Q3	$141K	Buy	900 +200	+29%	+$32.1K	0.07%	139
2021 Q2	$111K	Hold	700	–	–	0.09%	106
2021 Q1	$106K	Hold	700	–	–	0.1%	76
2020 Q4	$96K	Hold	700	–	–	0.06%	81
2020 Q3	$83K	Hold	700	–	–	0.07%	83
2020 Q2	$79K	Hold	700	–	–	0.07%	82
2020 Q1	$69K	Hold	700	–	–	0.11%	52
2019 Q4	$96K	Hold	700	–	–	0.12%	51
2019 Q3	$90K	Buy	+700	New	+$89K	0.12%	57

Other funds holding IWD

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 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

Selective Wealth Management's IWD Position: Q2 2026 in Review

Selective Wealth Management increased its iShares Russell 1000 Value ETF (IWD) stake by 36% in Q2 2026, buying an estimated $111K and bringing the position to 1,800 shares worth $446K. The position accounts for 0.12% of the portfolio, ranked #90.

Selective Wealth Management first reported a position in IWD in Q3 2019 and has held it in 23 quarters since. 948 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Selective Wealth Management held 1,800 shares of iShares Russell 1000 Value ETF worth $446K as of Q2 2026.
Selective Wealth Management bought 476 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $111K.
iShares Russell 1000 Value ETF made up 0.12% of Selective Wealth Management's portfolio in Q2 2026, its #90 holding.
Selective Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q3 2019 and has held it in 23 quarters since.
948 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.