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

SteelPeak Wealth’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 		$454K Hold
1,874
– – 0.01% 445
2026
Q1 		$400K Buy
1,874
+811
+76% +$178K 0.01% 407
2025
Q4 		$224K Sell
1,063
-468
-31% -$96.7K 0.01% 484
2025
Q3 		$312K Sell
1,531
-109
-7% -$21.7K 0.01% 452
2025
Q2 		$319K Buy
1,640
+109
+7% +$20.2K 0.01% 412
2025
Q1 		$288K Sell
1,531
-144
-9% -$27.4K 0.01% 421
2024
Q4 		$310K Buy
1,675
+245
+17% +$47K 0.01% 409
2024
Q3 		$271K Buy
1,430
+57
+4% +$10.4K 0.01% 405
2024
Q2 		$240K Sell
1,373
-185
-12% -$32.3K 0.01% 431
2024
Q1 		$279K Buy
1,558
+60
+4% +$10.2K 0.01% 377
2023
Q4 		$248K Hold
1,498
– – 0.01% 359
2023
Q3 		$229K Buy
1,498
+25
+2% +$3.96K 0.01% 365
2023
Q2 		$232K Buy
+1,473
New +$225K 0.01% 375
2023
Q1 		– Sell
-2,833
Closed -$430K – 422
2022
Q4 		$430K Sell
2,833
-95
-3% -$14.2K 0.03% 267
2022
Q3 		$398K Hold
2,928
– – 0.03% 287
2022
Q2 		$424K Sell
2,928
-117
-4% -$18.3K 0.03% 275
2022
Q1 		$506K Buy
3,045
+102
+3% +$16.8K 0.03% 283
2021
Q4 		$494K Buy
2,943
+456
+18% +$74.7K 0.03% 257
2021
Q3 		$389K Buy
2,487
+15
+0.6% +$2.4K 0.03% 284
2021
Q2 		$392K Sell
2,472
-82
-3% -$13K 0.03% 296
2021
Q1 		$387K Buy
2,554
+273
+12% +$39.5K 0.03% 261
2020
Q4 		$312K Buy
2,281
+269
+13% +$34.5K 0.03% 258
2020
Q3 		$238K Buy
2,012
+189
+10% +$22.4K 0.03% 241
2020
Q2 		$205K Buy
+1,823
New +$200K 0.03% 227

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

SteelPeak Wealth's IWD Position: Q2 2026 in Review

SteelPeak Wealth held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 1,874 shares worth $454K. The position accounts for 0.01% of the portfolio, ranked #445.

SteelPeak Wealth first reported a position in IWD in Q2 2020 and has held it in 24 quarters since. The position peaked at $506K in Q1 2022. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • SteelPeak Wealth held 1,874 shares of iShares Russell 1000 Value ETF worth $454K as of Q2 2026.
  • SteelPeak Wealth left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Value ETF made up 0.01% of SteelPeak Wealth's portfolio in Q2 2026, its #445 holding.
  • SteelPeak Wealth first reported a position in iShares Russell 1000 Value ETF in Q2 2020 and has held it in 24 quarters since.
  • SteelPeak Wealth's iShares Russell 1000 Value ETF position peaked at $506K in Q1 2022.
  • 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.