Stanich Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Stanich Group’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	$813K	Sell	3,355 -193	-5%	-$45K	0.51%	22
2026 Q1	$758K	Buy	3,548 +6	+0.2%	+$1.31K	0.58%	21
2025 Q4	$745K	Buy	3,542 +1	+0%	+$207	0.56%	21
2025 Q3	$721K	Sell	3,541 -222	-6%	-$44.2K	0.44%	27
2025 Q2	$740K	Sell	3,763 -847	-18%	-$157K	0.66%	19
2025 Q1	$867K	Sell	4,610 -1	-0%	-$190	0.64%	21
2024 Q4	$854K	Buy	+4,611	New	+$884K	0.64%	22

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

Stanich Group's IWD Position: Q2 2026 in Review

Stanich Group reduced its iShares Russell 1000 Value ETF (IWD) stake by 5.4% in Q2 2026, selling an estimated $45K and leaving 3,355 shares worth $813K. The position accounts for 0.51% of the portfolio, ranked #22.

Stanich Group first reported a position in IWD in Q4 2024 and has held it in 7 quarters since. The position peaked at $867K in Q1 2025. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Stanich Group held 3,355 shares of iShares Russell 1000 Value ETF worth $813K as of Q2 2026.
Stanich Group sold 193 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $45K.
iShares Russell 1000 Value ETF made up 0.51% of Stanich Group's portfolio in Q2 2026, its #22 holding.
Stanich Group first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 7 quarters since.
Stanich Group's iShares Russell 1000 Value ETF position peaked at $867K in Q1 2025.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Stanich Group's 13F filing for Q2 2026, filed 16 Jul 2026.