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

Shelton 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 		$204K Buy
+843
New +$196K 0.08% 119
2022
Q2 		– Sell
-1,889
Closed -$314K – 67
2022
Q1 		$314K Sell
1,889
-16
-0.8% -$2.63K 0.25% 51
2021
Q4 		$320K Buy
+1,905
New +$312K 0.25% 48

Other funds holding IWD

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

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

Shelton Wealth Management opened a new position in iShares Russell 1000 Value ETF (IWD) in Q2 2026: 843 shares worth $204K. The stake represents 0.08% of the portfolio and ranks #119 among its holdings. This is a return to the name: Shelton Wealth Management previously reported a position in IWD as recently as Q1 2022.

Shelton Wealth Management first reported a position in IWD in Q4 2021 and has held it in 3 quarters since. The position peaked at $320K in Q4 2021. 390 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Shelton Wealth Management held 843 shares of iShares Russell 1000 Value ETF worth $204K as of Q2 2026.
  • iShares Russell 1000 Value ETF was a new Shelton Wealth Management position in Q2 2026.
  • iShares Russell 1000 Value ETF made up 0.08% of Shelton Wealth Management's portfolio in Q2 2026, its #119 holding.
  • Shelton Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and has held it in 3 quarters since.
  • Shelton Wealth Management's iShares Russell 1000 Value ETF position peaked at $320K in Q4 2021.
  • 390 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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