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

Summit 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 		$600K Sell
2,475
-4
-0.2% -$932 0.09% 153
2026
Q1 		$530K Buy
+2,479
New +$543K 0.08% 157

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 Wealth Partners's IWD Position: Q2 2026 in Review

Summit Wealth Partners reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.16% in Q2 2026, selling an estimated $932 and leaving 2,475 shares worth $600K. The position accounts for 0.09% of the portfolio, ranked #153.

Summit Wealth Partners first reported a position in IWD in Q1 2026 and has held it in 2 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Summit Wealth Partners held 2,475 shares of iShares Russell 1000 Value ETF worth $600K as of Q2 2026.
  • Summit Wealth Partners sold 4 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $932.
  • iShares Russell 1000 Value ETF made up 0.09% of Summit Wealth Partners's portfolio in Q2 2026, its #153 holding.
  • Summit Wealth Partners first reported a position in iShares Russell 1000 Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.