V2 Financial group’s iShares Russell 1000 Value ETF IWD Stock Holding History

V2 Financial group’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	$267K	Hold	1,100	–	–	0.1%	104
2026 Q1	$235K	Hold	1,100	–	–	0.11%	96
2025 Q4	$231K	Hold	1,100	–	–	0.11%	88
2025 Q3	$224K	Hold	1,100	–	–	0.12%	83
2025 Q2	$214K	Hold	1,100	–	–	0.13%	79
2025 Q1	$207K	Hold	1,100	–	–	0.13%	78
2024 Q4	$204K	Hold	1,100	–	–	0.12%	80
2024 Q3	$209K	Hold	1,100	–	–	0.13%	78
2024 Q2	$200K	Buy	+1,100	New	+$192K	0.13%	77

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

V2 Financial group's IWD Position: Q2 2026 in Review

V2 Financial group held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 1,100 shares worth $267K. The position accounts for 0.1% of the portfolio, ranked #104.

V2 Financial group first reported a position in IWD in Q2 2024 and has held it in 9 quarters since. 1,979 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

V2 Financial group held 1,100 shares of iShares Russell 1000 Value ETF worth $267K as of Q2 2026.
V2 Financial group left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.1% of V2 Financial group's portfolio in Q2 2026, its #104 holding.
V2 Financial group first reported a position in iShares Russell 1000 Value ETF in Q2 2024 and has held it in 9 quarters since.
1,979 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on V2 Financial group's 13F filing for Q2 2026, filed 11 Aug 2026.