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Wealth Dimensions Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Wealth Dimensions Group’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 		$2.6M Sell
10,744
-28
-0.3% -$6.52K 0.47% 30
2026
Q1 		$2.3M Sell
10,772
-111
-1% -$24.3K 0.45% 33
2025
Q4 		$2.29M Sell
10,883
-72
-0.7% -$14.9K 0.45% 33
2025
Q3 		$2.23M Sell
10,955
-222
-2% -$44.2K 0.46% 34
2025
Q2 		$2.17M Sell
11,177
-167
-1% -$30.9K 0.48% 31
2025
Q1 		$2.13M Sell
11,344
-32
-0.3% -$6.09K 0.51% 27
2024
Q4 		$2.11M Sell
11,376
-126
-1% -$24.2K 0.52% 28
2024
Q3 		$2.18M Buy
11,502
+3
+0% +$547 0.55% 28
2024
Q2 		$2.01M Sell
11,499
-666
-5% -$116K 0.57% 28
2024
Q1 		$2.18M Sell
12,165
-79
-0.6% -$13.4K 0.64% 25
2023
Q4 		$2.02M Buy
12,244
+795
+7% +$123K 0.64% 25
2023
Q3 		$1.74M Buy
11,449
+582
+5% +$92.3K 0.63% 30
2023
Q2 		$1.72M Sell
10,867
-27
-0.2% -$4.13K 0.62% 29
2023
Q1 		$1.66M Buy
10,894
+3
+0% +$463 0.64% 29
2022
Q4 		$1.65M Buy
10,891
+9,125
+517% +$1.37M 0.67% 27
2022
Q3 		$240K Buy
1,766
+3
+0.2% +$451 0.12% 106
2022
Q2 		$256K Buy
+1,763
New +$276K 0.12% 104

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Wealth Dimensions Group's IWD Position: Q2 2026 in Review

Wealth Dimensions Group reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.26% in Q2 2026, selling an estimated $6.52K and leaving 10,744 shares worth $2.6M. The position accounts for 0.47% of the portfolio, ranked #30.

Wealth Dimensions Group first reported a position in IWD in Q2 2022 and has held it in 17 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Wealth Dimensions Group held 10,744 shares of iShares Russell 1000 Value ETF worth $2.6M as of Q2 2026.
  • Wealth Dimensions Group sold 28 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $6.52K.
  • iShares Russell 1000 Value ETF made up 0.47% of Wealth Dimensions Group's portfolio in Q2 2026, its #30 holding.
  • Wealth Dimensions Group first reported a position in iShares Russell 1000 Value ETF in Q2 2022 and has held it in 17 quarters since.
  • 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.