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

Stockman 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	$476K	Buy	1,963 +629	+47%	+$147K	0.05%	112
2026 Q1	$285K	Sell	1,334 -141	-10%	-$30.9K	0.03%	145
2025 Q4	$310K	Hold	1,475	–	–	0.04%	137
2025 Q3	$300K	Hold	1,475	–	–	0.04%	139
2025 Q2	$286K	Sell	1,475 -15	-1%	-$2.78K	0.04%	138
2025 Q1	$280K	Sell	1,490 -85	-5%	-$16.2K	0.04%	136
2024 Q4	$292K	Hold	1,575	–	–	0.05%	137
2024 Q3	$299K	Hold	1,575	–	–	0.05%	146
2024 Q2	$275K	Hold	1,575	–	–	0.05%	145
2024 Q1	$282K	Sell	1,575 -100	-6%	-$16.9K	0.05%	144
2023 Q4	$277K	Hold	1,675	–	–	0.06%	138
2023 Q3	$254K	Hold	1,675	–	–	0.06%	154
2023 Q2	$264K	Sell	1,675 -79	-5%	-$12.1K	0.06%	161
2023 Q1	$267K	Buy	1,754 +79	+5%	+$12.2K	0.06%	169
2022 Q4	$254K	Hold	1,675	–	–	0.06%	171
2022 Q3	$228K	Hold	1,675	–	–	0.06%	165
2022 Q2	$243K	Hold	1,675	–	–	0.06%	167
2022 Q1	$278K	Hold	1,675	–	–	0.06%	162
2021 Q4	$281K	Hold	1,675	–	–	0.06%	166
2021 Q3	$262K	Hold	1,675	–	–	0.06%	166
2021 Q2	$266K	Hold	1,675	–	–	0.06%	163
2021 Q1	$254K	Hold	1,675	–	–	0.07%	158
2020 Q4	$229K	Buy	+1,675	New	+$215K	0.07%	159

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

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

Stockman Wealth Management increased its iShares Russell 1000 Value ETF (IWD) stake by 47% in Q2 2026, buying an estimated $147K and bringing the position to 1,963 shares worth $476K. The position accounts for 0.05% of the portfolio, ranked #112.

Stockman Wealth Management first reported a position in IWD in Q4 2020 and has held it in 23 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Stockman Wealth Management held 1,963 shares of iShares Russell 1000 Value ETF worth $476K as of Q2 2026.
Stockman Wealth Management bought 629 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $147K.
iShares Russell 1000 Value ETF made up 0.05% of Stockman Wealth Management's portfolio in Q2 2026, its #112 holding.
Stockman Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and has held it in 23 quarters since.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Stockman Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.