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Thurston Springer Miller Herd & Titak’s iShares Russell 1000 Value ETF IWD Stock Holding History

Thurston Springer Miller Herd & Titak’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 		$25.7K Hold
106
– – 0.01% 623
2026
Q1 		$22.6K Hold
106
– – 0.01% 738
2025
Q4 		$22.3K Buy
+106
New +$21.9K 0.01% 713
2025
Q3 		– Sell
-106
Closed -$20.6K – 967
2025
Q2 		$20.6K Hold
106
– – ﹤0.01% 931
2025
Q1 		$19.9K Hold
106
– – ﹤0.01% 880
2024
Q4 		$19.6K Hold
106
– – ﹤0.01% 735
2024
Q3 		$20.1K Hold
106
– – 0.01% 818
2024
Q2 		$18.5K Buy
+106
New +$18.5K 0.01% 836

Other funds holding IWD

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's IWD Position: Q2 2026 in Review

Thurston Springer Miller Herd & Titak held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 106 shares worth $25.7K. The position accounts for 0.01% of the portfolio, ranked #623.

Thurston Springer Miller Herd & Titak first reported a position in IWD in Q2 2024 and has held it in 8 quarters since. 894 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Thurston Springer Miller Herd & Titak held 106 shares of iShares Russell 1000 Value ETF worth $25.7K as of Q2 2026.
  • Thurston Springer Miller Herd & Titak left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Value ETF made up 0.01% of Thurston Springer Miller Herd & Titak's portfolio in Q2 2026, its #623 holding.
  • Thurston Springer Miller Herd & Titak first reported a position in iShares Russell 1000 Value ETF in Q2 2024 and has held it in 8 quarters since.
  • 894 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q2 2026, filed 8 Jul 2026.