Sound Income Strategies’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-508
| Closed | -$109K | – | 1436 |
|
|
2026
Q1 | $109K | Sell |
508
-330
| -39% | -$72.3K | 0.01% | 569 |
|
|
2025
Q4 | $183K | Buy |
838
+7
| +0.8% | +$1.45K | 0.01% | 439 |
|
|
2025
Q3 | $169K | Hold |
831
| – | – | 0.01% | 317 |
|
|
2025
Q2 | $161K | Buy |
831
+411
| +98% | +$76.1K | 0.01% | 311 |
|
|
2025
Q1 | $79K | Buy |
420
+128
| +44% | +$24.4K | ﹤0.01% | 426 |
|
|
2024
Q4 | $54K | Sell |
292
-2
| -0.7% | -$384 | ﹤0.01% | 443 |
|
|
2024
Q3 | $55.8K | Buy |
294
+2
| +0.7% | +$364 | ﹤0.01% | 429 |
|
|
2024
Q2 | $51K | Buy |
292
+1
| +0.3% | +$175 | ﹤0.01% | 431 |
|
|
2024
Q1 | $52.2K | Buy |
291
+1
| +0.3% | +$169 | ﹤0.01% | 407 |
|
|
2023
Q4 | $48K | Buy |
290
+282
| +3,525% | +$43.5K | ﹤0.01% | 410 |
|
|
2023
Q3 | $1.22K | Hold |
8
| – | – | ﹤0.01% | 979 |
|
|
2023
Q2 | $1.26K | Sell |
8
-3
| -27% | -$459 | ﹤0.01% | 941 |
|
|
2023
Q1 | $1.68K | Hold |
11
| – | – | ﹤0.01% | 860 |
|
|
2022
Q4 | $1.67K | Sell |
11
-1
| -8% | -$150 | ﹤0.01% | 793 |
|
|
2022
Q3 | $2K | Buy |
12
+1
| +9% | +$150 | ﹤0.01% | 712 |
|
|
2022
Q2 | $2K | Buy |
11
+3
| +38% | +$469 | ﹤0.01% | 719 |
|
|
2022
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 804 |
|
|
2021
Q4 | $1K | Hold |
8
| – | – | ﹤0.01% | 781 |
|
|
2021
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 756 |
|
|
2021
Q2 | $1K | Sell |
8
-8
| -50% | -$1.27K | ﹤0.01% | 793 |
|
|
2021
Q1 | $2.42K | Buy |
16
+8
| +100% | +$1.16K | ﹤0.01% | 734 |
|
|
2020
Q4 | $1K | Hold |
8
| – | – | ﹤0.01% | 790 |
|
|
2020
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 747 |
|
|
2020
Q2 | $1K | Sell |
8
-100
| -93% | -$11K | ﹤0.01% | 706 |
|
|
2020
Q1 | $11K | Buy |
108
+8
| +8% | +$997 | ﹤0.01% | 326 |
|
|
2019
Q4 | $14K | Hold |
100
| – | – | ﹤0.01% | 283 |
|
|
2019
Q3 | $13K | Hold |
100
| – | – | ﹤0.01% | 272 |
|
|
2019
Q2 | $13K | Hold |
100
| – | – | ﹤0.01% | 290 |
|
|
2019
Q1 | $12K | Sell |
100
-217
| -68% | -$26.1K | 0.01% | 305 |
|
|
2018
Q4 | $35K | Hold |
317
| – | – | 0.02% | 166 |
|
|
2018
Q3 | $40K | Hold |
317
| – | – | 0.02% | 156 |
|
|
2018
Q2 | $38K | Sell |
317
-153
| -33% | -$18.6K | 0.02% | 143 |
|
|
2018
Q1 | $56K | Buy |
470
+153
| +48% | +$19.1K | 0.04% | 107 |
|
|
2017
Q4 | $39K | Buy |
+317
| New | +$38.4K | 0.03% | 103 |
|
Other funds holding IWD
GI
SP
7WCP
Sound Income Strategies's IWD Position: Q2 2026 in Review
Sound Income Strategies sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2026, closing a stake of 508 shares — an estimated $109K sold.
Sound Income Strategies first reported a position in IWD in Q4 2017 and held it in 34 quarters. The position peaked at $183K in Q4 2025. 1,496 funds tracked by Wall St. Rank hold IWD as of Q2 2026.
- Sound Income Strategies reported no remaining iShares Russell 1000 Value ETF position as of Q2 2026 after selling out during the quarter.
- Sound Income Strategies sold 508 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $109K.
- Sound Income Strategies first reported a position in iShares Russell 1000 Value ETF in Q4 2017 and held it in 34 quarters.
- Sound Income Strategies's iShares Russell 1000 Value ETF position peaked at $183K in Q4 2025.
- 1,496 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.
Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.