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

SHP 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 		$143K Sell
588
-14
-2% -$3.26K 0.01% 358
2026
Q1 		$129K Buy
602
+15
+3% +$3.29K 0.01% 342
2025
Q4 		$124K Buy
+587
New +$121K 0.01% 321

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 22.9% 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

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

SHP Wealth Management reduced its iShares Russell 1000 Value ETF (IWD) stake by 2.3% in Q2 2026, selling an estimated $3.26K and leaving 588 shares worth $143K. The position accounts for 0.01% of the portfolio, ranked #358.

SHP Wealth Management first reported a position in IWD in Q4 2025 and has held it in 3 quarters since. 1,981 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • SHP Wealth Management held 588 shares of iShares Russell 1000 Value ETF worth $143K as of Q2 2026.
  • SHP Wealth Management sold 14 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $3.26K.
  • iShares Russell 1000 Value ETF made up 0.01% of SHP Wealth Management's portfolio in Q2 2026, its #358 holding.
  • SHP Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,981 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.