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

Watershed Private 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	$343K	Hold	1,413	–	–	0.1%	99
2026 Q1	$302K	Sell	1,413 -9	-0.6%	-$1.97K	0.09%	98
2025 Q4	$299K	Hold	1,422	–	–	0.09%	102
2025 Q3	$290K	Sell	1,422 -4	-0.3%	-$796	0.09%	93
2025 Q2	$277K	Buy	+1,426	New	+$264K	0.1%	91
2024 Q2	–	Sell	-1,594	Closed	-$286K	–	123
2024 Q1	$286K	Hold	1,594	–	–	0.13%	97
2023 Q4	$263K	Buy	+1,594	New	+$246K	0.15%	92
2023 Q3	–	Sell	-1,468	Closed	-$232K	–	98
2023 Q2	$232K	Hold	1,468	–	–	0.14%	84
2023 Q1	$224K	Hold	1,468	–	–	0.15%	76
2022 Q4	$223K	Buy	+1,468	New	+$220K	0.17%	75

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

Watershed Private Wealth's IWD Position: Q2 2026 in Review

Watershed Private Wealth held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 1,413 shares worth $343K. The position accounts for 0.1% of the portfolio, ranked #99.

Watershed Private Wealth first reported a position in IWD in Q4 2022 and has held it in 10 quarters since. 1,967 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Watershed Private Wealth held 1,413 shares of iShares Russell 1000 Value ETF worth $343K as of Q2 2026.
Watershed Private Wealth left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.1% of Watershed Private Wealth's portfolio in Q2 2026, its #99 holding.
Watershed Private Wealth first reported a position in iShares Russell 1000 Value ETF in Q4 2022 and has held it in 10 quarters since.
1,967 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Watershed Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.