Vance Wealth’s iShares Russell 1000 Value ETF IWD Stock Holding History

Vance Wealth’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	$697K	Sell	2,877 -249	-8%	-$58K	0.16%	68
2026 Q1	$668K	Sell	3,126 -2,191	-41%	-$480K	0.19%	62
2025 Q4	$1.12M	Sell	5,317 -280	-5%	-$57.8K	0.33%	48
2025 Q3	$1.14M	Sell	5,597 -148	-3%	-$29.4K	0.35%	48
2025 Q2	$1.12M	Sell	5,745 -179	-3%	-$33.2K	0.38%	47
2025 Q1	$1.11M	Sell	5,924 -1,347	-19%	-$257K	0.42%	44
2024 Q4	$1.35M	Buy	7,271 +31	+0.4%	+$5.95K	0.52%	37
2024 Q3	$1.37M	Sell	7,240 -9	-0.1%	-$1.64K	0.52%	38
2024 Q2	$1.26M	Buy	7,249 +137	+2%	+$24K	0.52%	37
2024 Q1	$1.27M	Sell	7,112 -182	-2%	-$30.8K	0.51%	37
2023 Q4	$1.21M	Sell	7,294 -3,720	-34%	-$574K	0.52%	36
2023 Q3	$1.67M	Buy	11,014 +213	+2%	+$33.8K	0.78%	30
2023 Q2	$1.7M	Buy	10,801 +2,852	+36%	+$436K	0.78%	30
2023 Q1	$1.21M	Buy	7,949 +14	+0.2%	+$2.16K	0.65%	30
2022 Q4	$1.2M	Sell	7,935 -4,588	-37%	-$687K	0.75%	29
2022 Q3	$1.7M	Sell	12,523 -998	-7%	-$150K	1.31%	18
2022 Q2	$1.96M	Buy	+13,521	New	+$2.11M	1.52%	13

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

Vance Wealth's IWD Position: Q2 2026 in Review

Vance Wealth reduced its iShares Russell 1000 Value ETF (IWD) stake by 8% in Q2 2026, selling an estimated $58K and leaving 2,877 shares worth $697K. The position accounts for 0.16% of the portfolio, ranked #68.

Vance Wealth first reported a position in IWD in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.96M in Q2 2022. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Vance Wealth held 2,877 shares of iShares Russell 1000 Value ETF worth $697K as of Q2 2026.
Vance Wealth sold 249 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $58K.
iShares Russell 1000 Value ETF made up 0.16% of Vance Wealth's portfolio in Q2 2026, its #68 holding.
Vance Wealth first reported a position in iShares Russell 1000 Value ETF in Q2 2022 and has held it in 17 quarters since.
Vance Wealth's iShares Russell 1000 Value ETF position peaked at $1.96M in Q2 2022.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Vance Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.