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Synergy Investment Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Synergy Investment Management’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 		$59.8K Buy
247
+1
+0.4% +$233 0.01% 351
2026
Q1 		$52.6K Buy
+246
New +$53.9K 0.02% 279
2025
Q1 		– Sell
-425
Closed -$78.7K – 629
2024
Q4 		$78.7K Buy
+425
New +$81.5K 0.03% 190

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

Synergy Investment Management's IWD Position: Q2 2026 in Review

Synergy Investment Management increased its iShares Russell 1000 Value ETF (IWD) stake by 0.41% in Q2 2026, buying an estimated $233 and bringing the position to 247 shares worth $59.8K. The position accounts for 0.01% of the portfolio, ranked #351.

Synergy Investment Management first reported a position in IWD in Q4 2024 and has held it in 3 quarters since. The position peaked at $78.7K in Q4 2024. 1,967 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Synergy Investment Management held 247 shares of iShares Russell 1000 Value ETF worth $59.8K as of Q2 2026.
  • Synergy Investment Management bought 1 iShares Russell 1000 Value ETF share in Q2 2026, an estimated $233.
  • iShares Russell 1000 Value ETF made up 0.01% of Synergy Investment Management's portfolio in Q2 2026, its #351 holding.
  • Synergy Investment Management first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 3 quarters since.
  • Synergy Investment Management's iShares Russell 1000 Value ETF position peaked at $78.7K in Q4 2024.
  • 1,967 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.