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Spartan Wealth Advisory Services LLC’s iShares Russell 1000 Value ETF IWD Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$478K Hold
1,970
– – 0.04% 224
2026
Q1 		$421K Buy
+1,970
New +$431K 0.04% 229

Other funds holding IWD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's IWD Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 1,970 shares worth $478K. The position accounts for 0.04% of the portfolio, ranked #224.

Spartan Wealth Advisory Services LLC first reported a position in IWD in Q1 2026 and has held it in 2 quarters since. 1,915 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 1,970 shares of iShares Russell 1000 Value ETF worth $478K as of Q2 2026.
  • Spartan Wealth Advisory Services LLC left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Value ETF made up 0.04% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #224 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in iShares Russell 1000 Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,915 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.