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

SNS 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	$1.59M	Buy	6,550 +5,094	+350%	+$1.19M	0.03%	246
2026 Q1	$311K	Hold	1,456	–	–	0.03%	167
2025 Q4	$306K	Buy	1,456 +340	+30%	+$70.2K	0.03%	173
2025 Q3	$227K	Hold	1,116	–	–	0.02%	192
2025 Q2	$217K	Hold	1,116	–	–	0.02%	189
2025 Q1	$210K	Hold	1,116	–	–	0.02%	183
2024 Q4	$207K	Hold	1,116	–	–	0.02%	184
2024 Q3	$212K	Buy	+1,116	New	+$203K	0.02%	184

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 22.9% 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

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

SNS Financial Group increased its iShares Russell 1000 Value ETF (IWD) stake by 350% in Q2 2026, buying an estimated $1.19M and bringing the position to 6,550 shares worth $1.59M. The position accounts for 0.03% of the portfolio, ranked #246.

SNS Financial Group first reported a position in IWD in Q3 2024 and has held it in 8 quarters since. 1,981 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

SNS Financial Group held 6,550 shares of iShares Russell 1000 Value ETF worth $1.59M as of Q2 2026.
SNS Financial Group bought 5,094 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $1.19M.
iShares Russell 1000 Value ETF made up 0.03% of SNS Financial Group's portfolio in Q2 2026, its #246 holding.
SNS Financial Group first reported a position in iShares Russell 1000 Value ETF in Q3 2024 and has held it in 8 quarters since.
1,981 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on SNS Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.