VWA
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Valued Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Valued Wealth 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 		$12.1K Hold
50
– – ﹤0.01% 280
2026
Q1 		$10.7K Hold
50
– – ﹤0.01% 277
2025
Q4 		$10.5K Hold
50
– – ﹤0.01% 215
2025
Q3 		$10.2K Hold
50
– – ﹤0.01% 214
2025
Q2 		$9.71K Buy
+50
New +$9.26K 0.01% 216

Other funds holding IWD

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Valued Wealth Advisors's IWD Position: Q2 2026 in Review

Valued Wealth Advisors held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 50 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #280.

Valued Wealth Advisors first reported a position in IWD in Q2 2025 and has held it in 5 quarters since. 695 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Valued Wealth Advisors held 50 shares of iShares Russell 1000 Value ETF worth $12.1K as of Q2 2026.
  • Valued Wealth Advisors left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Value ETF made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #280 holding.
  • Valued Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 695 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.