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Summit Wealth & Retirement Planning’s iShares Russell 1000 Value ETF IWD Stock Holding History

Summit Wealth & Retirement Planning’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 		$14.2M Sell
58,572
-549
-0.9% -$128K 3.01% 10
2026
Q1 		$12.6M Sell
59,121
-387
-0.7% -$84.8K 3.01% 10
2025
Q4 		$12.5M Sell
59,508
-1,533
-3% -$317K 2.95% 10
2025
Q3 		$12.4M Sell
61,041
-185
-0.3% -$36.8K 3.05% 10
2025
Q2 		$11.9M Sell
61,226
-293
-0.5% -$54.3K 3.19% 10
2025
Q1 		$11.6M Sell
61,519
-2,977
-5% -$567K 3.55% 10
2024
Q4 		$11.9M Sell
64,496
-250
-0.4% -$48K 3.7% 10
2024
Q3 		$12.3M Sell
64,746
-2,716
-4% -$495K 3.92% 10
2024
Q2 		$11.8M Sell
67,462
-452
-0.7% -$79K 4.01% 10
2024
Q1 		$12.2M Sell
67,914
-370
-0.5% -$62.6K 4.34% 8
2023
Q4 		$11.3M Sell
68,284
-8,748
-11% -$1.35M 4.77% 8
2023
Q3 		$11.7M Buy
77,032
+1,394
+2% +$221K 4.7% 7
2023
Q2 		$11.9M Buy
75,638
+5,298
+8% +$810K 4.7% 7
2023
Q1 		$10.7M Buy
70,340
+15,754
+29% +$2.43M 4% 7
2022
Q4 		$8.28M Buy
54,586
+6,954
+15% +$1.04M 3.37% 7
2022
Q3 		$6.48M Sell
47,632
-2,154
-4% -$324K 2.58% 12
2022
Q2 		$7.22M Buy
49,786
+4,226
+9% +$661K 2.77% 10
2022
Q1 		$7.56M Buy
45,560
+4,351
+11% +$715K 2.67% 10
2021
Q4 		$6.92M Buy
41,209
+1,902
+5% +$312K 2.37% 13
2021
Q3 		$6.15M Buy
39,307
+697
+2% +$112K 2.25% 13
2021
Q2 		$6.12M Buy
38,610
+781
+2% +$124K 2.27% 14
2021
Q1 		$5.73M Buy
37,829
+1,008
+3% +$146K 2.13% 14
2020
Q4 		$5.04M Sell
36,821
-875
-2% -$112K 1.91% 15
2020
Q3 		$4.45M Sell
37,696
-832
-2% -$98.7K 1.91% 14
2020
Q2 		$4.34M Buy
38,528
+4,577
+13% +$503K 2.04% 14
2020
Q1 		$3.37M Buy
33,951
+27,458
+423% +$3.42M 1.8% 13
2019
Q4 		$886K Sell
6,493
-332
-5% -$43.8K 0.39% 53
2019
Q3 		$875K Sell
6,825
-503
-7% -$63.9K 0.53% 48
2019
Q2 		$932K Sell
7,328
-1,378
-16% -$172K 0.55% 44
2019
Q1 		$1.07M Buy
8,706
+16
+0.2% +$1.92K 0.64% 38
2018
Q4 		$965K Buy
+8,690
New +$1.04M 0.73% 33

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 & Retirement Planning's IWD Position: Q2 2026 in Review

Summit Wealth & Retirement Planning reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.93% in Q2 2026, selling an estimated $128K and leaving 58,572 shares worth $14.2M. The position accounts for 3.01% of the portfolio, ranked #10.

Summit Wealth & Retirement Planning first reported a position in IWD in Q4 2018 and has held it in 31 quarters since. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Summit Wealth & Retirement Planning held 58,572 shares of iShares Russell 1000 Value ETF worth $14.2M as of Q2 2026.
  • Summit Wealth & Retirement Planning sold 549 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $128K.
  • iShares Russell 1000 Value ETF made up 3.01% of Summit Wealth & Retirement Planning's portfolio in Q2 2026, its #10 holding.
  • Summit Wealth & Retirement Planning first reported a position in iShares Russell 1000 Value ETF in Q4 2018 and has held it in 31 quarters since.
  • 1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.