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Vision Retirement’s iShares Russell 1000 Value ETF IWD Stock Holding History

Vision Retirement’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 		$73.8K Hold
304
– – 0.02% 195
2026
Q1 		$65K Buy
304
+126
+71% +$27.6K 0.02% 196
2025
Q4 		$37.4K Buy
+178
New +$36.8K 0.01% 264

Other funds holding IWD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Vision Retirement's IWD Position: Q2 2026 in Review

Vision Retirement held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 304 shares worth $73.8K. The position accounts for 0.02% of the portfolio, ranked #195.

Vision Retirement first reported a position in IWD in Q4 2025 and has held it in 3 quarters since. 1,915 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Vision Retirement held 304 shares of iShares Russell 1000 Value ETF worth $73.8K as of Q2 2026.
  • Vision Retirement left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Value ETF made up 0.02% of Vision Retirement's portfolio in Q2 2026, its #195 holding.
  • Vision Retirement first reported a position in iShares Russell 1000 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,915 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.