Topsail Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Topsail Wealth 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	$48.5K	Sell	200 -149	-43%	-$34.7K	0.01%	220
2026 Q1	$74.6K	Hold	349	–	–	0.01%	206
2025 Q4	$73.4K	Hold	349	–	–	0.01%	193
2025 Q3	$71.1K	Hold	349	–	–	0.01%	188
2025 Q2	$67.8K	Hold	349	–	–	0.01%	178
2025 Q1	$65.7K	Sell	349 -81	-19%	-$15.4K	0.01%	169
2024 Q4	$79.6K	Buy	+430	New	+$82.5K	0.02%	147

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

Topsail Wealth Management's IWD Position: Q2 2026 in Review

Topsail Wealth Management reduced its iShares Russell 1000 Value ETF (IWD) stake by 43% in Q2 2026, selling an estimated $34.7K and leaving 200 shares worth $48.5K. The position accounts for 0.01% of the portfolio, ranked #220.

Topsail Wealth Management first reported a position in IWD in Q4 2024 and has held it in 7 quarters since. The position peaked at $79.6K in Q4 2024. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Topsail Wealth Management held 200 shares of iShares Russell 1000 Value ETF worth $48.5K as of Q2 2026.
Topsail Wealth Management sold 149 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $34.7K.
iShares Russell 1000 Value ETF made up 0.01% of Topsail Wealth Management's portfolio in Q2 2026, its #220 holding.
Topsail Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 7 quarters since.
Topsail Wealth Management's iShares Russell 1000 Value ETF position peaked at $79.6K in Q4 2024.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Topsail Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.