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

SIMA 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	$200K	Sell	826 -29	-3%	-$6.75K	0.14%	51
2026 Q1	$183K	Sell	855 -3	-0.3%	-$657	0.14%	50
2025 Q4	$181K	Hold	858	–	–	0.14%	49
2025 Q3	$175K	Hold	858	–	–	0.13%	50
2025 Q2	$167K	Sell	858 -2,022	-70%	-$374K	0.13%	51
2025 Q1	$542K	Hold	2,880	–	–	0.45%	25
2024 Q4	$533K	Sell	2,880 -4,202	-59%	-$806K	0.45%	25
2024 Q3	$1.34M	Sell	7,082 -5,800	-45%	-$1.06M	1.17%	19
2024 Q2	$2.25M	Buy	+12,882	New	+$2.25M	2.14%	15

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

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

SIMA Wealth Partners reduced its iShares Russell 1000 Value ETF (IWD) stake by 3.4% in Q2 2026, selling an estimated $6.75K and leaving 826 shares worth $200K. The position accounts for 0.14% of the portfolio, ranked #51.

SIMA Wealth Partners first reported a position in IWD in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.25M in Q2 2024. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

SIMA Wealth Partners held 826 shares of iShares Russell 1000 Value ETF worth $200K as of Q2 2026.
SIMA Wealth Partners sold 29 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $6.75K.
iShares Russell 1000 Value ETF made up 0.14% of SIMA Wealth Partners's portfolio in Q2 2026, its #51 holding.
SIMA Wealth Partners first reported a position in iShares Russell 1000 Value ETF in Q2 2024 and has held it in 9 quarters since.
SIMA Wealth Partners's iShares Russell 1000 Value ETF position peaked at $2.25M in Q2 2024.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.