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

Summit Financial’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 		$21.2M Buy
87,331
+2,841
+3% +$662K 0.23% 83
2026
Q1 		$18.1M Buy
84,490
+21,282
+34% +$4.66M 0.23% 82
2025
Q4 		$13.3M Buy
63,208
+1,377
+2% +$284K 0.2% 103
2025
Q3 		$12.6M Buy
61,831
+2,530
+4% +$503K 0.19% 103
2025
Q2 		$11.5M Sell
59,301
-958
-2% -$177K 0.26% 68
2025
Q1 		$11.3M Buy
60,259
+5,055
+9% +$963K 0.32% 60
2024
Q4 		$10.2M Buy
55,204
+7,311
+15% +$1.4M 0.36% 51
2024
Q3 		$9.09M Buy
47,893
+305
+0.6% +$55.6K 0.36% 51
2024
Q2 		$8.3M Buy
47,588
+15,431
+48% +$2.7M 0.38% 44
2024
Q1 		$5.76M Buy
32,157
+2,149
+7% +$364K 0.34% 42
2023
Q4 		$4.96M Sell
30,008
-851
-3% -$131K 0.32% 46
2023
Q3 		$4.72M Buy
30,859
+289
+0.9% +$45.8K 0.35% 41
2023
Q2 		$4.82M Buy
30,570
+109
+0.4% +$16.7K 0.35% 41
2023
Q1 		$4.64M Sell
30,461
-248
-0.8% -$38.3K 0.41% 26
2022
Q4 		$4.66M Sell
30,709
-1,137
-4% -$170K 0.44% 25
2022
Q3 		$4.33M Buy
31,846
+98
+0.3% +$14.7K 0.41% 27
2022
Q2 		$4.6M Buy
31,748
+9,129
+40% +$1.43M 0.43% 27
2022
Q1 		$3.75M Buy
22,619
+4,313
+24% +$708K 0.29% 37
2021
Q4 		$3.07M Buy
18,306
+9,347
+104% +$1.53M 0.23% 42
2021
Q3 		$1.4M Buy
8,959
+1,311
+17% +$210K 0.12% 64
2021
Q2 		$1.21M Buy
+7,648
New +$1.21M 0.12% 43

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

Summit Financial's IWD Position: Q2 2026 in Review

Summit Financial increased its iShares Russell 1000 Value ETF (IWD) stake by 3.4% in Q2 2026, buying an estimated $662K and bringing the position to 87,331 shares worth $21.2M. The position accounts for 0.23% of the portfolio, ranked #83.

Summit Financial first reported a position in IWD in Q2 2021 and has held it in 21 quarters since. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Summit Financial held 87,331 shares of iShares Russell 1000 Value ETF worth $21.2M as of Q2 2026.
  • Summit Financial bought 2,841 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $662K.
  • iShares Russell 1000 Value ETF made up 0.23% of Summit Financial's portfolio in Q2 2026, its #83 holding.
  • Summit Financial first reported a position in iShares Russell 1000 Value ETF in Q2 2021 and has held it in 21 quarters since.
  • 1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.