Vantage Point Financial’s iShares Russell 1000 Value ETF IWD Stock Holding History

Vantage Point 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	$423K	Hold	1,744	–	–	0.13%	107
2026 Q1	$373K	Buy	1,744 +1	+0.1%	+$219	0.13%	109
2025 Q4	$367K	Sell	1,743 -22	-1%	-$4.54K	0.13%	109
2025 Q3	$359K	Hold	1,765	–	–	0.14%	105
2025 Q2	$343K	Hold	1,765	–	–	0.15%	102
2025 Q1	$332K	Sell	1,765 -101	-5%	-$19.2K	0.17%	91
2024 Q4	$345K	Buy	+1,866	New	+$358K	0.19%	81

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

Vantage Point Financial's IWD Position: Q2 2026 in Review

Vantage Point Financial held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 1,744 shares worth $423K. The position accounts for 0.13% of the portfolio, ranked #107.

Vantage Point Financial first reported a position in IWD in Q4 2024 and has held it in 7 quarters since. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Vantage Point Financial held 1,744 shares of iShares Russell 1000 Value ETF worth $423K as of Q2 2026.
Vantage Point Financial left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.13% of Vantage Point Financial's portfolio in Q2 2026, its #107 holding.
Vantage Point Financial first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 7 quarters since.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Vantage Point Financial's 13F filing for Q2 2026, filed 14 Aug 2026.