Spirepoint Private Client’s iShares Russell 1000 Value ETF IWD Stock Holding History

Spirepoint Private Client’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	$2.57M	Hold	10,595	–	–	0.21%	76
2026 Q1	$2.26M	Hold	10,595	–	–	0.22%	77
2025 Q4	$2.23M	Buy	10,595 +9,034	+579%	+$1.87M	0.21%	75
2025 Q3	$318K	Hold	1,561	–	–	0.03%	215
2025 Q2	$303K	Hold	1,561	–	–	0.03%	193
2025 Q1	$294K	Hold	1,561	–	–	0.04%	175
2024 Q4	$289K	Sell	1,561 -134	-8%	-$25.7K	0.04%	178
2024 Q3	$322K	Hold	1,695	–	–	0.04%	169
2024 Q2	$296K	Hold	1,695	–	–	0.04%	180
2024 Q1	$304K	Buy	+1,695	New	+$287K	0.05%	167

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 22.96% 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

Spirepoint Private Client's IWD Position: Q2 2026 in Review

Spirepoint Private Client held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 10,595 shares worth $2.57M. The position accounts for 0.21% of the portfolio, ranked #76.

Spirepoint Private Client first reported a position in IWD in Q1 2024 and has held it in 10 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Spirepoint Private Client held 10,595 shares of iShares Russell 1000 Value ETF worth $2.57M as of Q2 2026.
Spirepoint Private Client left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.21% of Spirepoint Private Client's portfolio in Q2 2026, its #76 holding.
Spirepoint Private Client first reported a position in iShares Russell 1000 Value ETF in Q1 2024 and has held it in 10 quarters since.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Spirepoint Private Client's 13F filing for Q2 2026, filed 5 Aug 2026.