Triad Wealth Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Triad Wealth Partners’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	Hold	2,084	–	–	0.03%	299
2026 Q1	$445K	Sell	2,084 -65	-3%	-$14.2K	0.04%	297
2025 Q4	$452K	Buy	2,149 +504	+31%	+$104K	0.04%	287
2025 Q3	$335K	Buy	1,645 +109	+7%	+$21.7K	0.04%	263
2025 Q2	$298K	Hold	1,536	–	–	0.06%	218
2025 Q1	$289K	Sell	1,536 -145	-9%	-$27.6K	0.09%	168
2024 Q4	$311K	Buy	+1,681	New	+$322K	0.11%	131
2024 Q3	–	Sell	-145	Closed	-$25.3K	–	470
2024 Q2	$25.3K	Buy	+145	New	+$25.4K	0.01%	312

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

Triad Wealth Partners's IWD Position: Q2 2026 in Review

Triad Wealth Partners held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 2,084 shares worth $530K. The position accounts for 0.03% of the portfolio, ranked #299.

Triad Wealth Partners first reported a position in IWD in Q2 2024 and has held it in 8 quarters since. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Triad Wealth Partners held 2,084 shares of iShares Russell 1000 Value ETF worth $530K as of Q2 2026.
Triad Wealth Partners left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.03% of Triad Wealth Partners's portfolio in Q2 2026, its #299 holding.
Triad Wealth Partners first reported a position in iShares Russell 1000 Value ETF in Q2 2024 and has held it in 8 quarters since.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.