Sunpointe’s iShares Russell 1000 Value ETF IWD Stock Holding History

Sunpointe’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	$922K	Buy	3,805 +3	+0.1%	+$699	0.26%	90
2026 Q1	$812K	Hold	3,802	–	–	0.27%	87
2025 Q4	$800K	Hold	3,802	–	–	0.27%	80
2025 Q3	$774K	Hold	3,802	–	–	0.28%	82
2025 Q2	$738K	Hold	3,802	–	–	0.29%	79
2025 Q1	$715K	Hold	3,802	–	–	0.38%	57
2024 Q4	$704K	Hold	3,802	–	–	0.35%	63
2024 Q3	$722K	Hold	3,802	–	–	0.59%	39
2024 Q2	$663K	Hold	3,802	–	–	0.43%	46
2024 Q1	$681K	Sell	3,802 -150	-4%	-$25.4K	0.76%	31
2023 Q4	$653K	Buy	+3,952	New	+$610K	0.83%	30

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

Sunpointe's IWD Position: Q2 2026 in Review

Sunpointe increased its iShares Russell 1000 Value ETF (IWD) stake by 0.08% in Q2 2026, buying an estimated $699 and bringing the position to 3,805 shares worth $922K. The position accounts for 0.26% of the portfolio, ranked #90.

Sunpointe first reported a position in IWD in Q4 2023 and has held it in 11 quarters since. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Sunpointe held 3,805 shares of iShares Russell 1000 Value ETF worth $922K as of Q2 2026.
Sunpointe bought 3 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $699.
iShares Russell 1000 Value ETF made up 0.26% of Sunpointe's portfolio in Q2 2026, its #90 holding.
Sunpointe first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 11 quarters since.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Sunpointe's 13F filing for Q2 2026, filed 24 Jul 2026.