Sharper & Granite’s iShares Russell 1000 Value ETF IWD Stock Holding History

Sharper & Granite’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	$418K	Buy	1,724 +565	+49%	+$132K	0.13%	86
2026 Q1	$248K	Hold	1,159	–	–	0.08%	98
2025 Q4	$244K	Hold	1,159	–	–	0.09%	101
2025 Q3	$236K	Hold	1,159	–	–	0.08%	99
2025 Q2	$228K	Hold	1,159	–	–	0.09%	100
2025 Q1	$218K	Sell	1,159 -60	-5%	-$11.4K	0.09%	98
2024 Q4	$226K	Hold	1,219	–	–	0.1%	100
2024 Q3	$231K	Hold	1,219	–	–	0.1%	96
2024 Q2	$213K	Hold	1,219	–	–	0.1%	95
2024 Q1	$215K	Sell	1,219 -120	-9%	-$20.3K	0.1%	95
2023 Q4	$221K	Hold	1,339	–	–	0.11%	96
2023 Q3	$203K	Sell	1,339 -53	-4%	-$8.41K	0.12%	93
2023 Q2	$220K	Hold	1,392	–	–	0.13%	95
2023 Q1	$212K	Hold	1,392	–	–	0.13%	96
2022 Q4	$211K	Buy	+1,392	New	+$208K	0.14%	95

Other funds holding IWD

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

BWCS

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

SAS

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Sharper & Granite's IWD Position: Q2 2026 in Review

Sharper & Granite increased its iShares Russell 1000 Value ETF (IWD) stake by 49% in Q2 2026, buying an estimated $132K and bringing the position to 1,724 shares worth $418K. The position accounts for 0.13% of the portfolio, ranked #86.

Sharper & Granite first reported a position in IWD in Q4 2022 and has held it in 15 quarters since. 390 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Sharper & Granite held 1,724 shares of iShares Russell 1000 Value ETF worth $418K as of Q2 2026.
Sharper & Granite bought 565 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $132K.
iShares Russell 1000 Value ETF made up 0.13% of Sharper & Granite's portfolio in Q2 2026, its #86 holding.
Sharper & Granite first reported a position in iShares Russell 1000 Value ETF in Q4 2022 and has held it in 15 quarters since.
390 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Sharper & Granite's 13F filing for Q2 2026, filed 16 Jul 2026.