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IWD icon

TrueWealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

TrueWealth Advisors’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 		$760K Sell
3,135
-64
-2% -$14.9K 0.17% 114
2026
Q1 		$683K Sell
3,199
-11
-0.3% -$2.41K 0.17% 110
2025
Q4 		$675K Buy
3,210
+2
+0.1% +$413 0.17% 106
2025
Q3 		$653K Sell
3,208
-6
-0.2% -$1.19K 0.18% 110
2025
Q2 		$624K Sell
3,214
-29
-0.9% -$5.37K 0.18% 97
2025
Q1 		$610K Buy
3,243
+112
+4% +$21.3K 0.2% 90
2024
Q4 		$580K Sell
3,131
-18
-0.6% -$3.45K 0.19% 97
2024
Q3 		$598K Sell
3,149
-6
-0.2% -$1.09K 0.2% 93
2024
Q2 		$550K Buy
3,155
+2
+0.1% +$350 0.2% 89
2024
Q1 		$565K Buy
3,153
+2
+0.1% +$338 0.22% 84
2023
Q4 		$521K Buy
3,151
+5
+0.2% +$772 0.2% 84
2023
Q3 		$478K Hold
3,146
– – 0.2% 88
2023
Q2 		$496K Buy
3,146
+2
+0.1% +$306 0.2% 84
2023
Q1 		$479K Buy
3,144
+3
+0.1% +$463 0.2% 85
2022
Q4 		$476K Buy
3,141
+18
+0.6% +$2.69K 0.21% 86
2022
Q3 		$425K Hold
3,123
– – 0.2% 85
2022
Q2 		$453K Buy
3,123
+77
+3% +$12K 0.21% 88
2022
Q1 		$511K Hold
3,046
– – 0.23% 90
2021
Q4 		$511K Buy
3,046
+433
+17% +$70.9K 0.23% 90
2021
Q3 		$409K Hold
2,613
– – 0.23% 82
2021
Q2 		$414K Hold
2,613
– – 0.24% 76
2021
Q1 		$404K Buy
2,613
+20
+0.8% +$2.89K 0.26% 72
2020
Q4 		$365K Buy
+2,593
New +$333K 0.31% 60

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

TrueWealth Advisors's IWD Position: Q2 2026 in Review

TrueWealth Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 2% in Q2 2026, selling an estimated $14.9K and leaving 3,135 shares worth $760K. The position accounts for 0.17% of the portfolio, ranked #114.

TrueWealth Advisors first reported a position in IWD in Q4 2020 and has held it in 23 quarters since. 979 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • TrueWealth Advisors held 3,135 shares of iShares Russell 1000 Value ETF worth $760K as of Q2 2026.
  • TrueWealth Advisors sold 64 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $14.9K.
  • iShares Russell 1000 Value ETF made up 0.17% of TrueWealth Advisors's portfolio in Q2 2026, its #114 holding.
  • TrueWealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and has held it in 23 quarters since.
  • 979 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.