Summit Financial Strategies’s iShares Russell 1000 Value ETF IWD Stock Holding History

Summit Financial Strategies’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	$2.44M	Buy	10,059 +84	+0.8%	+$19.6K	0.17%	48
2026 Q1	$2.13M	Hold	9,975	–	–	0.17%	49
2025 Q4	$2.1M	Buy	9,975 +268	+3%	+$55.4K	0.17%	48
2025 Q3	$1.98M	Buy	9,707 +38	+0.4%	+$7.56K	0.17%	46
2025 Q2	$1.88M	Buy	9,669 +16	+0.2%	+$2.96K	0.17%	44
2025 Q1	$1.82M	Hold	9,653	–	–	0.18%	44
2024 Q4	$1.79M	Hold	9,653	–	–	0.2%	41
2024 Q3	$1.83M	Hold	9,653	–	–	0.21%	40
2024 Q2	$1.68M	Sell	9,653 -155	-2%	-$27.1K	0.21%	39
2024 Q1	$1.76M	Sell	9,808 -11	-0.1%	-$1.86K	0.25%	36
2023 Q4	$1.62M	Hold	9,819	–	–	0.25%	36
2023 Q3	$1.49M	Hold	9,819	–	–	0.28%	32
2023 Q2	$1.55M	Hold	9,819	–	–	0.29%	31
2023 Q1	$1.5M	Hold	9,819	–	–	0.29%	30
2022 Q4	$1.49M	Hold	9,819	–	–	0.32%	29
2022 Q3	$1.33M	Hold	9,819	–	–	0.32%	28
2022 Q2	$1.42M	Hold	9,819	–	–	0.33%	25
2022 Q1	$1.63M	Sell	9,819 -238	-2%	-$39.1K	0.33%	23
2021 Q4	$1.69M	Sell	10,057 -18	-0.2%	-$2.95K	0.33%	24
2021 Q3	$1.58M	Buy	10,075 +18	+0.2%	+$2.89K	0.3%	25
2021 Q2	$1.59M	Buy	+10,057	New	+$1.59M	0.32%	25

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 22.9% 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

Summit Financial Strategies's IWD Position: Q2 2026 in Review

Summit Financial Strategies increased its iShares Russell 1000 Value ETF (IWD) stake by 0.84% in Q2 2026, buying an estimated $19.6K and bringing the position to 10,059 shares worth $2.44M. The position accounts for 0.17% of the portfolio, ranked #48.

Summit Financial Strategies first reported a position in IWD in Q2 2021 and has held it in 21 quarters since. 1,981 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Summit Financial Strategies held 10,059 shares of iShares Russell 1000 Value ETF worth $2.44M as of Q2 2026.
Summit Financial Strategies bought 84 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $19.6K.
iShares Russell 1000 Value ETF made up 0.17% of Summit Financial Strategies's portfolio in Q2 2026, its #48 holding.
Summit Financial Strategies first reported a position in iShares Russell 1000 Value ETF in Q2 2021 and has held it in 21 quarters since.
1,981 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.