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Sellwood Investment Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Sellwood Investment Partners’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 		$160K Hold
660
– – 0.06% 41
2026
Q1 		$141K Hold
660
– – 0.06% 38
2025
Q4 		$139K Hold
660
– – 0.05% 38
2025
Q3 		$134K Hold
660
– – 0.05% 41
2025
Q2 		$128K Hold
660
– – 0.06% 34
2025
Q1 		$124K Hold
660
– – 0.06% 29
2024
Q4 		$122K Buy
+660
New +$127K 0.07% 30

Other funds holding IWD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
OC
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
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sellwood Investment Partners's IWD Position: Q2 2026 in Review

Sellwood Investment Partners held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 660 shares worth $160K. The position accounts for 0.06% of the portfolio, ranked #41.

Sellwood Investment Partners first reported a position in IWD in Q4 2024 and has held it in 7 quarters since. 1,080 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Sellwood Investment Partners held 660 shares of iShares Russell 1000 Value ETF worth $160K as of Q2 2026.
  • Sellwood Investment Partners left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Value ETF made up 0.06% of Sellwood Investment Partners's portfolio in Q2 2026, its #41 holding.
  • Sellwood Investment Partners first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,080 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Sellwood Investment Partners's 13F filing for Q2 2026, filed 28 Jul 2026.