Summit Wealth Group (Colorado)’s iShares Russell 1000 Value ETF IWD Stock Holding History

Summit Wealth Group (Colorado)’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	$19.4M	Buy	79,919 +3,330	+4%	+$776K	1.6%	10
2026 Q1	$16.4M	Buy	76,589 +57,055	+292%	+$12.5M	1.72%	10
2025 Q4	$4.11M	Buy	+19,534	New	+$4.03M	0.54%	28
2025 Q3	–	Sell	-19,905	Closed	-$3.87M	–	366
2025 Q2	$3.87M	Buy	+19,905	New	+$3.69M	0.97%	26

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

Summit Wealth Group (Colorado)'s IWD Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its iShares Russell 1000 Value ETF (IWD) stake by 4.3% in Q2 2026, buying an estimated $776K and bringing the position to 79,919 shares worth $19.4M. The position accounts for 1.6% of the portfolio, ranked #10.

Summit Wealth Group (Colorado) first reported a position in IWD in Q2 2025 and has held it in 4 quarters since. 1,967 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Summit Wealth Group (Colorado) held 79,919 shares of iShares Russell 1000 Value ETF worth $19.4M as of Q2 2026.
Summit Wealth Group (Colorado) bought 3,330 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $776K.
iShares Russell 1000 Value ETF made up 1.6% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #10 holding.
Summit Wealth Group (Colorado) first reported a position in iShares Russell 1000 Value ETF in Q2 2025 and has held it in 4 quarters since.
1,967 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.