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Spire Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Spire 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 		$5.02M Sell
20,694
-1,426
-6% -$332K 0.15% 138
2026
Q1 		$4.73M Sell
22,120
-557
-2% -$122K 0.16% 135
2025
Q4 		$4.77M Buy
22,677
+1,140
+5% +$235K 0.16% 130
2025
Q3 		$4.38M Buy
21,537
+147
+0.7% +$29.2K 0.15% 129
2025
Q2 		$4.15M Sell
21,390
-845
-4% -$156K 0.15% 127
2025
Q1 		$4.18M Buy
22,235
+554
+3% +$106K 0.13% 143
2024
Q4 		$4.01M Sell
21,681
-309
-1% -$59.3K 0.12% 147
2024
Q3 		$4.17M Sell
21,990
-569
-3% -$104K 0.14% 133
2024
Q2 		$3.94M Sell
22,559
-1,145
-5% -$200K 0.14% 150
2024
Q1 		$4.25M Sell
23,704
-584
-2% -$98.8K 0.08% 180
2023
Q4 		$3.98M Buy
24,288
+546
+2% +$84.3K 0.13% 171
2023
Q3 		$3.6M Sell
23,742
-107
-0.4% -$17K 0.14% 167
2023
Q2 		$3.76M Buy
23,849
+501
+2% +$76.6K 0.14% 142
2023
Q1 		$3.55M Buy
23,348
+3,298
+16% +$509K 0.14% 143
2022
Q4 		$3.04M Buy
20,050
+336
+2% +$50.3K 0.17% 125
2022
Q3 		$2.68M Sell
19,714
-3,169
-14% -$476K 0.16% 120
2022
Q2 		$3.32M Sell
22,883
-762
-3% -$119K 0.14% 150
2022
Q1 		$3.92M Sell
23,645
-711
-3% -$117K 0.11% 181
2021
Q4 		$4.09M Buy
24,356
+2,084
+9% +$341K 0.09% 197
2021
Q3 		$3.48M Buy
22,272
+996
+5% +$160K 0.09% 199
2021
Q2 		$3.38M Sell
21,276
-2,045
-9% -$324K 0.09% 206
2021
Q1 		$3.54M Buy
+23,321
New +$3.37M 0.09% 195

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Spire Wealth Management's IWD Position: Q2 2026 in Review

Spire Wealth Management reduced its iShares Russell 1000 Value ETF (IWD) stake by 6.4% in Q2 2026, selling an estimated $332K and leaving 20,694 shares worth $5.02M. The position accounts for 0.15% of the portfolio, ranked #138.

Spire Wealth Management first reported a position in IWD in Q1 2021 and has held it in 22 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Spire Wealth Management held 20,694 shares of iShares Russell 1000 Value ETF worth $5.02M as of Q2 2026.
  • Spire Wealth Management sold 1,426 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $332K.
  • iShares Russell 1000 Value ETF made up 0.15% of Spire Wealth Management's portfolio in Q2 2026, its #138 holding.
  • Spire Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q1 2021 and has held it in 22 quarters since.
  • 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.