Strategic Family Wealth Counselors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Strategic Family Wealth Counselors’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	$1.23M	Buy	5,085 +1,386	+37%	+$323K	0.29%	68
2026 Q1	$790K	Buy	3,699 +956	+35%	+$209K	0.21%	83
2025 Q4	$592K	Buy	2,743 +193	+8%	+$39.9K	0.13%	103
2025 Q3	$519K	Buy	2,550 +320	+14%	+$63.7K	0.13%	94
2025 Q2	$433K	Buy	2,230 +129	+6%	+$23.9K	0.12%	99
2025 Q1	$395K	Buy	2,101 +6	+0.3%	+$1.14K	0.13%	94
2024 Q4	$388K	Buy	2,095 +7	+0.3%	+$1.34K	0.13%	98
2024 Q3	$396K	Buy	2,088 +476	+30%	+$86.7K	0.14%	89
2024 Q2	$281K	Buy	1,612 +92	+6%	+$16.1K	0.11%	100
2024 Q1	$272K	Buy	1,520 +137	+10%	+$23.2K	0.11%	94
2023 Q4	$229K	Buy	1,383 +17	+1%	+$2.63K	0.1%	106
2023 Q3	$207K	Hold	1,366	–	–	0.1%	105
2023 Q2	$216K	Buy	1,366 +6	+0.4%	+$917	0.1%	101
2023 Q1	$207K	Buy	1,360 +7	+0.5%	+$1.08K	0.1%	101
2022 Q4	$205K	Buy	+1,353	New	+$203K	0.1%	101

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

Strategic Family Wealth Counselors's IWD Position: Q2 2026 in Review

Strategic Family Wealth Counselors increased its iShares Russell 1000 Value ETF (IWD) stake by 37% in Q2 2026, buying an estimated $323K and bringing the position to 5,085 shares worth $1.23M. The position accounts for 0.29% of the portfolio, ranked #68.

Strategic Family Wealth Counselors first reported a position in IWD in Q4 2022 and has held it in 15 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Strategic Family Wealth Counselors held 5,085 shares of iShares Russell 1000 Value ETF worth $1.23M as of Q2 2026.
Strategic Family Wealth Counselors bought 1,386 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $323K.
iShares Russell 1000 Value ETF made up 0.29% of Strategic Family Wealth Counselors's portfolio in Q2 2026, its #68 holding.
Strategic Family Wealth Counselors first reported a position in iShares Russell 1000 Value ETF in Q4 2022 and has held it in 15 quarters since.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q2 2026, filed 14 Aug 2026.