Sharp Financial Services’s iShares Russell 1000 Value ETF IWD Stock Holding History

Sharp Financial Services’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	$402K	Sell	1,658 -23	-1%	-$5.36K	0.19%	81
2026 Q1	$359K	Buy	1,681 +23	+1%	+$5.04K	0.18%	71
2025 Q4	$349K	Hold	1,658	–	–	0.18%	81
2025 Q3	$338K	Hold	1,658	–	–	0.18%	74
2025 Q2	$322K	Hold	1,658	–	–	0.21%	60
2025 Q1	$312K	Hold	1,658	–	–	0.24%	60
2024 Q4	$307K	Sell	1,658 -250	-13%	-$48K	0.23%	69
2024 Q3	$362K	Sell	1,908 -100	-5%	-$18.2K	0.28%	60
2024 Q2	$350K	Hold	2,008	–	–	0.3%	62
2024 Q1	$360K	Hold	2,008	–	–	0.33%	62
2023 Q4	$332K	Buy	+2,008	New	+$310K	0.36%	60

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

Sharp Financial Services's IWD Position: Q2 2026 in Review

Sharp Financial Services reduced its iShares Russell 1000 Value ETF (IWD) stake by 1.4% in Q2 2026, selling an estimated $5.36K and leaving 1,658 shares worth $402K. The position accounts for 0.19% of the portfolio, ranked #81.

Sharp Financial Services first reported a position in IWD in Q4 2023 and has held it in 11 quarters since. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Sharp Financial Services held 1,658 shares of iShares Russell 1000 Value ETF worth $402K as of Q2 2026.
Sharp Financial Services sold 23 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $5.36K.
iShares Russell 1000 Value ETF made up 0.19% of Sharp Financial Services's portfolio in Q2 2026, its #81 holding.
Sharp Financial Services first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 11 quarters since.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Sharp Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.