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

SilverOak 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	$2.74M	Hold	11,295	–	–	0.35%	33
2026 Q1	$2.41M	Hold	11,295	–	–	0.38%	29
2025 Q4	$2.38M	Buy	11,295 +61	+0.5%	+$12.6K	0.37%	30
2025 Q3	$2.29M	Buy	11,234 +50	+0.4%	+$9.95K	0.39%	29
2025 Q2	$2.17M	Hold	11,184	–	–	0.41%	30
2025 Q1	$2.1M	Buy	11,184 +179	+2%	+$34.1K	0.46%	28
2024 Q4	$2.04M	Hold	11,005	–	–	0.44%	27
2024 Q3	$2.09M	Hold	11,005	–	–	0.47%	26
2024 Q2	$1.92M	Hold	11,005	–	–	0.46%	27
2024 Q1	$1.97M	Hold	11,005	–	–	0.49%	27
2023 Q4	$1.82M	Buy	+11,005	New	+$1.7M	0.49%	26

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

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

SilverOak Wealth Management held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 11,295 shares worth $2.74M. The position accounts for 0.35% of the portfolio, ranked #33.

SilverOak Wealth Management first reported a position in IWD in Q4 2023 and has held it in 11 quarters since. 1,975 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

SilverOak Wealth Management held 11,295 shares of iShares Russell 1000 Value ETF worth $2.74M as of Q2 2026.
SilverOak Wealth Management left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.35% of SilverOak Wealth Management's portfolio in Q2 2026, its #33 holding.
SilverOak Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 11 quarters since.
1,975 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on SilverOak Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.