WA
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WBH Advisory’s iShares Russell 1000 Value ETF IWD Stock Holding History

WBH 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 		$742K Sell
3,061
-22
-0.7% -$5.12K 0.05% 203
2026
Q1 		$663K Sell
3,083
-151
-5% -$33.1K 0.05% 203
2025
Q4 		$680K Hold
3,234
– – 0.05% 203
2025
Q3 		$658K Hold
3,234
– – 0.05% 207
2025
Q2 		$628K Buy
3,234
+2,057
+175% +$381K 0.05% 201
2025
Q1 		$221K Sell
1,177
-3
-0.3% -$571 0.02% 309
2024
Q4 		$218K Hold
1,180
– – 0.02% 302
2024
Q3 		$224K Sell
1,180
-2
-0.2% -$364 0.02% 307
2024
Q2 		$206K Sell
1,182
-1
-0.1% -$175 0.02% 299
2024
Q1 		$212K Buy
+1,183
New +$200K 0.02% 297

Other funds holding IWD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
7WCP
71 West Capital Partners Boston, Massachusetts $2.89B AUM
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

WBH Advisory's IWD Position: Q2 2026 in Review

WBH Advisory reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.71% in Q2 2026, selling an estimated $5.12K and leaving 3,061 shares worth $742K. The position accounts for 0.05% of the portfolio, ranked #203.

WBH Advisory first reported a position in IWD in Q1 2024 and has held it in 10 quarters since. 1,532 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • WBH Advisory held 3,061 shares of iShares Russell 1000 Value ETF worth $742K as of Q2 2026.
  • WBH Advisory sold 22 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $5.12K.
  • iShares Russell 1000 Value ETF made up 0.05% of WBH Advisory's portfolio in Q2 2026, its #203 holding.
  • WBH Advisory first reported a position in iShares Russell 1000 Value ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,532 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.