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

Symphony 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 		$793K Buy
3,270
+1,457
+80% +$339K 0.09% 150
2026
Q1 		$383K Buy
1,813
+515
+40% +$113K 0.05% 197
2025
Q4 		$275K Buy
+1,298
New +$268K 0.04% 235
2020
Q2 		– Sell
-8,286
Closed -$837K – 138
2020
Q1 		$837K Buy
+8,286
New +$1.03M 0.58% 35

Other funds holding IWD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Symphony Financial's IWD Position: Q2 2026 in Review

Symphony Financial increased its iShares Russell 1000 Value ETF (IWD) stake by 80% in Q2 2026, buying an estimated $339K and bringing the position to 3,270 shares worth $793K. The position accounts for 0.09% of the portfolio, ranked #150.

Symphony Financial first reported a position in IWD in Q1 2020 and has held it in 4 quarters since. The position peaked at $837K in Q1 2020. 1,744 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Symphony Financial held 3,270 shares of iShares Russell 1000 Value ETF worth $793K as of Q2 2026.
  • Symphony Financial bought 1,457 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $339K.
  • iShares Russell 1000 Value ETF made up 0.09% of Symphony Financial's portfolio in Q2 2026, its #150 holding.
  • Symphony Financial first reported a position in iShares Russell 1000 Value ETF in Q1 2020 and has held it in 4 quarters since.
  • Symphony Financial's iShares Russell 1000 Value ETF position peaked at $837K in Q1 2020.
  • 1,744 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.