Towercrest Capital Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Towercrest Capital 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	$530K	Sell	2,185 -50	-2%	-$11.6K	0.07%	68
2026 Q1	$477K	Hold	2,235	–	–	0.07%	71
2025 Q4	$470K	Hold	2,235	–	–	0.07%	70
2025 Q3	$455K	Hold	2,235	–	–	0.07%	71
2025 Q2	$434K	Sell	2,235 -113	-5%	-$20.9K	0.08%	68
2025 Q1	$442K	Sell	2,348 -405	-15%	-$77.1K	0.08%	67
2024 Q4	$510K	Sell	2,753 -340	-11%	-$65.2K	0.08%	68
2024 Q3	$587K	Hold	3,093	–	–	0.09%	64
2024 Q2	$540K	Sell	3,093 -30	-1%	-$5.25K	0.09%	69
2024 Q1	$559K	Sell	3,123 -297	-9%	-$50.3K	0.09%	64
2023 Q4	$565K	Sell	3,420 -443	-11%	-$68.4K	0.1%	61
2023 Q3	$586K	Buy	3,863 +126	+3%	+$20K	0.11%	56
2023 Q2	$590K	Buy	3,737 +601	+19%	+$91.9K	0.11%	56
2023 Q1	$477K	Hold	3,136	–	–	0.1%	60
2022 Q4	$476K	Hold	3,136	–	–	0.11%	60
2022 Q3	$426K	Hold	3,136	–	–	0.1%	60
2022 Q2	$455K	Sell	3,136 -132	-4%	-$20.6K	0.1%	58
2022 Q1	$542K	Hold	3,268	–	–	0.11%	60
2021 Q4	$549K	Hold	3,268	–	–	0.1%	57
2021 Q3	$511K	Buy	3,268 +143	+5%	+$22.9K	0.1%	60
2021 Q2	$496K	Sell	3,125 -114	-4%	-$18K	0.1%	58
2021 Q1	$491K	Buy	3,239 +249	+8%	+$36K	0.11%	57
2020 Q4	$409K	Hold	2,990	–	–	0.09%	60
2020 Q3	$353K	Sell	2,990 -125	-4%	-$14.8K	0.09%	60
2020 Q2	$351K	Buy	3,115 +364	+13%	+$40K	0.09%	62
2020 Q1	$273K	Buy	2,751 +153	+6%	+$19.1K	0.08%	66
2019 Q4	$355K	Hold	2,598	–	–	0.09%	61
2019 Q3	$333K	Hold	2,598	–	–	0.09%	56
2019 Q2	$330K	Hold	2,598	–	–	0.09%	56
2019 Q1	$320K	Hold	2,598	–	–	0.09%	56
2018 Q4	$289K	Hold	2,598	–	–	0.09%	55
2018 Q3	$329K	Hold	2,598	–	–	0.1%	60
2018 Q2	$315K	Buy	+2,598	New	+$316K	0.1%	66

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

Towercrest Capital Management's IWD Position: Q2 2026 in Review

Towercrest Capital Management reduced its iShares Russell 1000 Value ETF (IWD) stake by 2.2% in Q2 2026, selling an estimated $11.6K and leaving 2,185 shares worth $530K. The position accounts for 0.07% of the portfolio, ranked #68.

Towercrest Capital Management first reported a position in IWD in Q2 2018 and has held it in 33 quarters since. The position peaked at $590K in Q2 2023. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Towercrest Capital Management held 2,185 shares of iShares Russell 1000 Value ETF worth $530K as of Q2 2026.
Towercrest Capital Management sold 50 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $11.6K.
iShares Russell 1000 Value ETF made up 0.07% of Towercrest Capital Management's portfolio in Q2 2026, its #68 holding.
Towercrest Capital Management first reported a position in iShares Russell 1000 Value ETF in Q2 2018 and has held it in 33 quarters since.
Towercrest Capital Management's iShares Russell 1000 Value ETF position peaked at $590K in Q2 2023.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Towercrest Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.