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

VSM Wealth Advisory’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	$51.6K	Hold	213	–	–	0.01%	219
2026 Q1	$45.5K	Buy	213 +28	+15%	+$6.13K	0.01%	221
2025 Q4	$38.9K	Hold	185	–	–	0.01%	220
2025 Q3	$37.7K	Hold	185	–	–	0.01%	215
2025 Q2	$35.9K	Hold	185	–	–	0.01%	249
2025 Q1	$34.8K	Hold	185	–	–	0.01%	228
2024 Q4	$34.2K	Buy	+185	New	+$35.5K	0.01%	227

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

VSM Wealth Advisory's IWD Position: Q2 2026 in Review

VSM Wealth Advisory held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 213 shares worth $51.6K. The position accounts for 0.01% of the portfolio, ranked #219.

VSM Wealth Advisory first reported a position in IWD in Q4 2024 and has held it in 7 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

VSM Wealth Advisory held 213 shares of iShares Russell 1000 Value ETF worth $51.6K as of Q2 2026.
VSM Wealth Advisory left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.01% of VSM Wealth Advisory's portfolio in Q2 2026, its #219 holding.
VSM Wealth Advisory first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 7 quarters since.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.