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

Strategic Wealth 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	$259K	Hold	1,070	–	–	0.02%	278
2026 Q1	$229K	Buy	1,070 +203	+23%	+$44.5K	0.02%	290
2025 Q4	$182K	Buy	867 +51	+6%	+$10.5K	0.01%	322
2025 Q3	$166K	Sell	816 -230	-22%	-$45.8K	0.01%	359
2025 Q2	$203K	Buy	+1,046	New	+$194K	0.02%	312
2024 Q2	–	Sell	-1,211	Closed	-$217K	–	299
2024 Q1	$217K	Buy	+1,211	New	+$205K	0.02%	263
2019 Q4	–	Sell	-100	Closed	-$12	–	315
2019 Q3	$12	Hold	100	–	–	﹤0.01%	488
2019 Q2	$12K	Hold	100	–	–	0.01%	467
2019 Q1	$12K	Hold	100	–	–	0.01%	464
2018 Q4	$12K	Hold	100	–	–	0.01%	423
2018 Q3	$13K	Hold	100	–	–	0.01%	419
2018 Q2	$12K	Hold	100	–	–	0.01%	496
2018 Q1	$12K	Hold	100	–	–	0.01%	468
2017 Q4	$12K	Buy	+100	New	+$12.1K	0.01%	446

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 Wealth Partners's IWD Position: Q2 2026 in Review

Strategic Wealth Partners held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 1,070 shares worth $259K. The position accounts for 0.02% of the portfolio, ranked #278.

Strategic Wealth Partners first reported a position in IWD in Q4 2017 and has held it in 14 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Strategic Wealth Partners held 1,070 shares of iShares Russell 1000 Value ETF worth $259K as of Q2 2026.
Strategic Wealth Partners left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.02% of Strategic Wealth Partners's portfolio in Q2 2026, its #278 holding.
Strategic Wealth Partners first reported a position in iShares Russell 1000 Value ETF in Q4 2017 and has held it in 14 quarters since.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.