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ShoreHaven Wealth Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

ShoreHaven Wealth 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 		$445K Hold
1,837
– – 0.14% 72
2026
Q1 		$392K Buy
1,837
+1
+0.1% +$219 0.14% 77
2025
Q4 		$386K Hold
1,836
– – 0.14% 76
2025
Q3 		$374K Hold
1,836
– – 0.14% 75
2025
Q2 		$357K Hold
1,836
– – 0.15% 73
2025
Q1 		$346K Sell
1,836
-35
-2% -$6.67K 0.17% 68
2024
Q4 		$346K Hold
1,871
– – 0.16% 68
2024
Q3 		$355K Sell
1,871
-1
-0.1% -$182 0.17% 63
2024
Q2 		$327K Buy
1,872
+1
+0.1% +$175 0.17% 62
2024
Q1 		$335K Sell
1,871
-1
-0.1% -$169 0.18% 64
2023
Q4 		$309K Sell
1,872
-18
-1% -$2.78K 0.19% 61
2023
Q3 		$287K Sell
1,890
-21
-1% -$3.33K 0.2% 58
2023
Q2 		$302K Sell
1,911
-291
-13% -$44.5K 0.2% 56
2023
Q1 		$335K Sell
2,202
-987
-31% -$152K 0.24% 55
2022
Q4 		$484K Sell
3,189
-867
-21% -$130K 0.34% 53
2022
Q3 		$551K Sell
4,056
-4,467
-52% -$671K 0.42% 47
2022
Q2 		$1.24M Sell
8,523
-55,675
-87% -$8.71M 0.89% 30
2022
Q1 		$10.7M Buy
64,198
+2,352
+4% +$386K 5.62% 3
2021
Q4 		$10.4M Buy
61,846
+632
+1% +$104K 5.15% 7
2021
Q3 		$9.58M Buy
61,214
+1,558
+3% +$250K 4.99% 7
2021
Q2 		$9.46M Sell
59,656
-2,097
-3% -$332K 5.09% 7
2021
Q1 		$9.36M Buy
61,753
+206
+0.3% +$29.8K 5.07% 6
2020
Q4 		$8.41M Buy
+61,547
New +$7.89M 4.71% 7

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

ShoreHaven Wealth Partners's IWD Position: Q2 2026 in Review

ShoreHaven Wealth Partners held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 1,837 shares worth $445K. The position accounts for 0.14% of the portfolio, ranked #72.

ShoreHaven Wealth Partners first reported a position in IWD in Q4 2020 and has held it in 23 quarters since. The position peaked at $10.7M in Q1 2022. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • ShoreHaven Wealth Partners held 1,837 shares of iShares Russell 1000 Value ETF worth $445K as of Q2 2026.
  • ShoreHaven Wealth Partners left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Value ETF made up 0.14% of ShoreHaven Wealth Partners's portfolio in Q2 2026, its #72 holding.
  • ShoreHaven Wealth Partners first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and has held it in 23 quarters since.
  • ShoreHaven Wealth Partners's iShares Russell 1000 Value ETF position peaked at $10.7M in Q1 2022.
  • 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.