Waterway Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Waterway Wealth Management’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	$207K	Buy	+855	New	+$199K	0.04%	94

Other funds holding IWD

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

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Waterway Wealth Management's IWD Position: Q2 2026 in Review

Waterway Wealth Management opened a new position in iShares Russell 1000 Value ETF (IWD) in Q2 2026: 855 shares worth $207K. The stake represents 0.04% of the portfolio and ranks #94 among its holdings.

552 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Waterway Wealth Management held 855 shares of iShares Russell 1000 Value ETF worth $207K as of Q2 2026.
iShares Russell 1000 Value ETF was a new Waterway Wealth Management position in Q2 2026.
iShares Russell 1000 Value ETF made up 0.04% of Waterway Wealth Management's portfolio in Q2 2026, its #94 holding.
552 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Waterway Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.