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Snider Financial Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Snider Financial Group’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 		$675K Sell
2,786
-150
-5% -$34.9K 0.17% 65
2026
Q1 		$627K Sell
2,936
-1,235
-30% -$270K 0.19% 62
2025
Q4 		$877K Sell
4,171
-1,390
-25% -$287K 0.23% 59
2025
Q3 		$1.13M Sell
5,561
-558
-9% -$111K 0.31% 57
2025
Q2 		$1.19M Sell
6,119
-376
-6% -$69.6K 0.34% 54
2025
Q1 		$1.22M Buy
6,495
+539
+9% +$103K 0.4% 47
2024
Q4 		$1.1M Buy
+5,956
New +$1.14M 0.34% 54

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

Snider Financial Group's IWD Position: Q2 2026 in Review

Snider Financial Group reduced its iShares Russell 1000 Value ETF (IWD) stake by 5.1% in Q2 2026, selling an estimated $34.9K and leaving 2,786 shares worth $675K. The position accounts for 0.17% of the portfolio, ranked #65.

Snider Financial Group first reported a position in IWD in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.22M in Q1 2025. 552 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Snider Financial Group held 2,786 shares of iShares Russell 1000 Value ETF worth $675K as of Q2 2026.
  • Snider Financial Group sold 150 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $34.9K.
  • iShares Russell 1000 Value ETF made up 0.17% of Snider Financial Group's portfolio in Q2 2026, its #65 holding.
  • Snider Financial Group first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 7 quarters since.
  • Snider Financial Group's iShares Russell 1000 Value ETF position peaked at $1.22M in Q1 2025.
  • 552 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Snider Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.