SSWM
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Smith Salley Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Smith Salley 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 		$503K Buy
2,075
+536
+35% +$125K 0.02% 197
2026
Q1 		$329K Buy
1,539
+14
+0.9% +$3.07K 0.02% 217
2025
Q4 		$321K Buy
1,525
+8
+0.5% +$1.65K 0.02% 218
2025
Q3 		$309K Buy
1,517
+155
+11% +$30.8K 0.02% 218
2025
Q2 		$265K Buy
1,362
+10
+0.7% +$1.85K 0.02% 231
2025
Q1 		$254K Sell
1,352
-124
-8% -$23.6K 0.02% 217
2024
Q4 		$273K Hold
1,476
– – 0.02% 215
2024
Q3 		$280K Sell
1,476
-29
-2% -$5.28K 0.02% 214
2024
Q2 		$263K Sell
1,505
-6
-0.4% -$1.05K 0.02% 204
2024
Q1 		$271K Sell
1,511
-665
-31% -$113K 0.02% 203
2023
Q4 		$360K Buy
2,176
+2
+0.1% +$309 0.02% 199
2023
Q3 		$330K Buy
2,174
+508
+30% +$80.6K 0.02% 191
2023
Q2 		$263K Buy
+1,666
New +$255K 0.02% 208
2022
Q2 		– Sell
-1,287
Closed -$214K – 237
2022
Q1 		$214K Hold
1,287
– – 0.02% 226
2021
Q4 		$216K Sell
1,287
-18
-1% -$2.95K 0.02% 235
2021
Q3 		$204K Hold
1,305
– – 0.02% 239
2021
Q2 		$207K Sell
1,305
-19
-1% -$3.01K 0.02% 238
2021
Q1 		$201K Sell
1,324
-480
-27% -$69.4K 0.02% 226
2020
Q4 		$247K Buy
+1,804
New +$231K 0.03% 199
2018
Q2 		– Sell
-2,212
Closed -$265K – 182
2018
Q1 		$265K Sell
2,212
-85
-4% -$10.6K 0.05% 153
2017
Q4 		$286K Buy
+2,297
New +$278K 0.05% 149

Other funds holding IWD

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Smith Salley Wealth Management's IWD Position: Q2 2026 in Review

Smith Salley Wealth Management increased its iShares Russell 1000 Value ETF (IWD) stake by 35% in Q2 2026, buying an estimated $125K and bringing the position to 2,075 shares worth $503K. The position accounts for 0.02% of the portfolio, ranked #197.

Smith Salley Wealth Management first reported a position in IWD in Q4 2017 and has held it in 21 quarters since. 695 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Smith Salley Wealth Management held 2,075 shares of iShares Russell 1000 Value ETF worth $503K as of Q2 2026.
  • Smith Salley Wealth Management bought 536 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $125K.
  • iShares Russell 1000 Value ETF made up 0.02% of Smith Salley Wealth Management's portfolio in Q2 2026, its #197 holding.
  • Smith Salley Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2017 and has held it in 21 quarters since.
  • 695 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.