Warren Street Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Warren Street Wealth Advisors’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	$506K	Hold	2,088	–	–	0.11%	74
2026 Q1	$446K	Sell	2,088 -86	-4%	-$18.8K	0.11%	69
2025 Q4	$457K	Hold	2,174	–	–	0.13%	60
2025 Q3	$443K	Hold	2,174	–	–	0.13%	70
2025 Q2	$422K	Buy	2,174 +952	+78%	+$176K	0.14%	73
2025 Q1	$230K	Buy	+1,222	New	+$233K	0.09%	96

Other funds holding IWD

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

7WCP

71 West Capital Partners Boston, Massachusetts $2.89B AUM

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Warren Street Wealth Advisors's IWD Position: Q2 2026 in Review

Warren Street Wealth Advisors held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 2,088 shares worth $506K. The position accounts for 0.11% of the portfolio, ranked #74.

Warren Street Wealth Advisors first reported a position in IWD in Q1 2025 and has held it in 6 quarters since. 1,361 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Warren Street Wealth Advisors held 2,088 shares of iShares Russell 1000 Value ETF worth $506K as of Q2 2026.
Warren Street Wealth Advisors left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.11% of Warren Street Wealth Advisors's portfolio in Q2 2026, its #74 holding.
Warren Street Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q1 2025 and has held it in 6 quarters since.
1,361 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Warren Street Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.