Triangle Securities Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $528K | Sell |
2,176
-2
| -0.1% | -$466 | 0.1% | 161 |
|
|
2026
Q1 | $465K | Buy |
2,178
+137
| +7% | +$30K | 0.11% | 162 |
|
|
2025
Q4 | $429K | Sell |
2,041
-8
| -0.4% | -$1.65K | 0.09% | 170 |
|
|
2025
Q3 | $417K | Buy |
2,049
+18
| +0.9% | +$3.58K | 0.09% | 166 |
|
|
2025
Q2 | $394K | Hold |
2,031
| – | – | 0.1% | 167 |
|
|
2025
Q1 | $382K | Hold |
2,031
| – | – | 0.1% | 170 |
|
|
2024
Q4 | $376K | Sell |
2,031
-9
| -0.4% | -$1.73K | 0.1% | 167 |
|
|
2024
Q3 | $387K | Sell |
2,040
-13
| -0.6% | -$2.37K | 0.1% | 169 |
|
|
2024
Q2 | $358K | Buy |
2,053
+24
| +1% | +$4.2K | 0.1% | 171 |
|
|
2024
Q1 | $363K | Sell |
2,029
-7
| -0.3% | -$1.18K | 0.1% | 169 |
|
|
2023
Q4 | $336K | Sell |
2,036
-472
| -19% | -$72.9K | 0.1% | 168 |
|
|
2023
Q3 | $381K | Sell |
2,508
-239
| -9% | -$37.9K | 0.14% | 146 |
|
|
2023
Q2 | $434K | Buy |
2,747
+1
| +0% | +$153 | 0.15% | 144 |
|
|
2023
Q1 | $418K | Sell |
2,746
-70
| -2% | -$10.8K | 0.15% | 146 |
|
|
2022
Q4 | $427K | Sell |
2,816
-96
| -3% | -$14.4K | 0.16% | 146 |
|
|
2022
Q3 | $396K | Sell |
2,912
-59
| -2% | -$8.87K | 0.16% | 141 |
|
|
2022
Q2 | $431K | Buy |
2,971
+32
| +1% | +$5.01K | 0.17% | 136 |
|
|
2022
Q1 | $488K | Sell |
2,939
-4
| -0.1% | -$657 | 0.16% | 136 |
|
|
2021
Q4 | $494K | Hold |
2,943
| – | – | 0.15% | 133 |
|
|
2021
Q3 | $461K | Buy |
2,943
+374
| +15% | +$60K | 0.16% | 137 |
|
|
2021
Q2 | $407K | Buy |
2,569
+47
| +2% | +$7.44K | 0.14% | 144 |
|
|
2021
Q1 | $382K | Sell |
2,522
-7
| -0.3% | -$1.01K | 0.14% | 145 |
|
|
2020
Q4 | $346K | Buy |
2,529
+40
| +2% | +$5.13K | 0.14% | 144 |
|
|
2020
Q3 | $294K | Buy |
2,489
+75
| +3% | +$8.89K | 0.13% | 144 |
|
|
2020
Q2 | $272K | Sell |
2,414
-876
| -27% | -$96.3K | 0.13% | 140 |
|
|
2020
Q1 | $326K | Sell |
3,290
-976
| -23% | -$122K | 0.19% | 119 |
|
|
2019
Q4 | $582K | Buy |
4,266
+411
| +11% | +$54.2K | 0.25% | 106 |
|
|
2019
Q3 | $494K | Buy |
3,855
+158
| +4% | +$20.1K | 0.24% | 108 |
|
|
2019
Q2 | $475K | Sell |
3,697
-108
| -3% | -$13.5K | 0.24% | 104 |
|
|
2019
Q1 | $470K | Buy |
3,805
+170
| +5% | +$20.4K | 0.25% | 101 |
|
|
2018
Q4 | $404K | Sell |
3,635
-1,185
| -25% | -$142K | 0.24% | 102 |
|
|
2018
Q3 | $610K | Buy |
4,820
+82
| +2% | +$10.3K | 0.32% | 87 |
|
|
2018
Q2 | $575K | Sell |
4,738
-90
| -2% | -$10.9K | 0.32% | 83 |
|
|
2018
Q1 | $579K | Buy |
4,828
+955
| +25% | +$119K | 0.33% | 87 |
|
|
2017
Q4 | $482K | Buy |
3,873
+600
| +18% | +$72.7K | 0.28% | 97 |
|
|
2017
Q3 | $388K | Buy |
+3,273
| New | +$381K | 0.23% | 101 |
|
Other funds holding IWD
Triangle Securities Wealth Management's IWD Position: Q2 2026 in Review
Triangle Securities Wealth Management reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.09% in Q2 2026, selling an estimated $466 and leaving 2,176 shares worth $528K. The position accounts for 0.1% of the portfolio, ranked #161.
Triangle Securities Wealth Management first reported a position in IWD in Q3 2017 and has held it in 36 quarters since. The position peaked at $610K in Q3 2018. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.
- Triangle Securities Wealth Management held 2,176 shares of iShares Russell 1000 Value ETF worth $528K as of Q2 2026.
- Triangle Securities Wealth Management sold 2 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $466.
- iShares Russell 1000 Value ETF made up 0.1% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #161 holding.
- Triangle Securities Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q3 2017 and has held it in 36 quarters since.
- Triangle Securities Wealth Management's iShares Russell 1000 Value ETF position peaked at $610K in Q3 2018.
- 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.
Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.