Single Point Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Single Point 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	$370K	Sell	1,528 -3	-0.2%	-$699	0.07%	64
2026 Q1	$327K	Buy	1,531 +1	+0.1%	+$219	0.07%	62
2025 Q4	$322K	Sell	1,530 -290	-16%	-$59.9K	0.06%	64
2025 Q3	$371K	Sell	1,820 -35	-2%	-$6.96K	0.08%	61
2025 Q2	$360K	Sell	1,855 -11	-0.6%	-$2.04K	0.08%	60
2025 Q1	$351K	Buy	1,866 +624	+50%	+$119K	0.08%	59
2024 Q4	$230K	Buy	+1,242	New	+$238K	0.05%	72
2023 Q4	–	Sell	-1,804	Closed	-$276K	–	79
2023 Q3	$276K	Buy	+1,804	New	+$286K	0.07%	59
2023 Q2	–	Sell	-2,849	Closed	-$434K	–	109
2023 Q1	$434K	Buy	2,849 +10	+0.4%	+$1.54K	0.09%	80
2022 Q4	$430K	Buy	2,839 +14	+0.5%	+$2.1K	0.1%	82
2022 Q3	$384K	Sell	2,825 -151	-5%	-$22.7K	0.11%	77
2022 Q2	$431K	Sell	2,976 -4,177	-58%	-$653K	0.12%	68
2022 Q1	$1.19M	Buy	7,153 +5,446	+319%	+$894K	0.3%	35
2021 Q4	$287K	Buy	+1,707	New	+$280K	0.08%	64
2021 Q3	–	Sell	-1,697	Closed	-$269K	–	57
2021 Q2	$269K	Buy	1,697 +3	+0.2%	+$475	0.09%	57
2021 Q1	$259K	Buy	1,694 +5	+0.3%	+$723	0.09%	62
2020 Q4	$231K	Buy	+1,689	New	+$217K	0.1%	65

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

Single Point Partners's IWD Position: Q2 2026 in Review

Single Point Partners reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.2% in Q2 2026, selling an estimated $699 and leaving 1,528 shares worth $370K. The position accounts for 0.07% of the portfolio, ranked #64.

Single Point Partners first reported a position in IWD in Q4 2020 and has held it in 17 quarters since. The position peaked at $1.19M in Q1 2022. 1,975 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Single Point Partners held 1,528 shares of iShares Russell 1000 Value ETF worth $370K as of Q2 2026.
Single Point Partners sold 3 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $699.
iShares Russell 1000 Value ETF made up 0.07% of Single Point Partners's portfolio in Q2 2026, its #64 holding.
Single Point Partners first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and has held it in 17 quarters since.
Single Point Partners's iShares Russell 1000 Value ETF position peaked at $1.19M in Q1 2022.
1,975 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Single Point Partners's 13F filing for Q2 2026, filed 16 Jul 2026.