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Stablepoint Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Stablepoint Partners’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 		$784K Buy
3,233
+577
+22% +$134K 0.11% 168
2026
Q1 		$568K Buy
2,656
+183
+7% +$40.1K 0.08% 178
2025
Q4 		$520K Buy
2,473
+299
+14% +$61.8K 0.08% 175
2025
Q3 		$443K Buy
2,174
+501
+30% +$99.7K 0.07% 187
2025
Q2 		$325K Buy
1,673
+7
+0.4% +$1.3K 0.06% 212
2025
Q1 		$313K Sell
1,666
-42
-2% -$8K 0.06% 212
2024
Q4 		$316K Buy
1,708
+138
+9% +$26.5K 0.06% 209
2024
Q3 		$298K Buy
+1,570
New +$286K 0.05% 209

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

Stablepoint Partners's IWD Position: Q2 2026 in Review

Stablepoint Partners increased its iShares Russell 1000 Value ETF (IWD) stake by 22% in Q2 2026, buying an estimated $134K and bringing the position to 3,233 shares worth $784K. The position accounts for 0.11% of the portfolio, ranked #168.

Stablepoint Partners first reported a position in IWD in Q3 2024 and has held it in 8 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Stablepoint Partners held 3,233 shares of iShares Russell 1000 Value ETF worth $784K as of Q2 2026.
  • Stablepoint Partners bought 577 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $134K.
  • iShares Russell 1000 Value ETF made up 0.11% of Stablepoint Partners's portfolio in Q2 2026, its #168 holding.
  • Stablepoint Partners first reported a position in iShares Russell 1000 Value ETF in Q3 2024 and has held it in 8 quarters since.
  • 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Stablepoint Partners's 13F filing for Q2 2026, filed 9 Jul 2026.