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Values Added Financial’s iShares Russell 1000 Value ETF IWD Stock Holding History

Values Added Financial’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 		$263K Hold
1,083
– – 0.09% 119
2026
Q1 		$231K Hold
1,083
– – 0.1% 115
2025
Q4 		$228K Hold
1,083
– – 0.1% 119
2025
Q3 		$220K Hold
1,083
– – 0.1% 118
2025
Q2 		$210K Hold
1,083
– – 0.1% 117
2025
Q1 		$204K Hold
1,083
– – 0.11% 117
2024
Q4 		$200K Hold
1,083
– – 0.12% 114
2024
Q3 		$206K Buy
+1,083
New +$197K 0.13% 102

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

Values Added Financial's IWD Position: Q2 2026 in Review

Values Added Financial held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 1,083 shares worth $263K. The position accounts for 0.09% of the portfolio, ranked #119.

Values Added Financial first reported a position in IWD in Q3 2024 and has held it in 8 quarters since. 888 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Values Added Financial held 1,083 shares of iShares Russell 1000 Value ETF worth $263K as of Q2 2026.
  • Values Added Financial left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Value ETF made up 0.09% of Values Added Financial's portfolio in Q2 2026, its #119 holding.
  • Values Added Financial first reported a position in iShares Russell 1000 Value ETF in Q3 2024 and has held it in 8 quarters since.
  • 888 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Values Added Financial's 13F filing for Q2 2026, filed 27 Jul 2026.