Wealth Enhancement Advisory Services’s iShares Russell 1000 Value ETF IWD Stock Holding History

Wealth Enhancement Advisory Services’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	$122M	Sell	494,171 -3,707	-0.7%	-$863K	0.2%	89
2026 Q1	$107M	Sell	497,878 -154,149	-24%	-$33.8M	0.22%	90
2025 Q4	$141M	Buy	652,027 +1,906	+0.3%	+$394K	0.19%	94
2025 Q3	$133M	Sell	650,121 -33,883	-5%	-$6.74M	0.2%	96
2025 Q2	$135M	Sell	684,004 -11,964	-2%	-$2.22M	0.22%	84
2025 Q1	$131M	Buy	695,968 +24,294	+4%	+$4.63M	0.25%	76
2024 Q4	$124M	Buy	671,674 +9,604	+1%	+$1.84M	0.24%	80
2024 Q3	$126M	Sell	662,070 -4,851	-0.7%	-$884K	0.27%	72
2024 Q2	$116M	Sell	666,921 -83,324	-11%	-$14.6M	0.28%	72
2024 Q1	$134M	Sell	750,245 -8,619	-1%	-$1.46M	0.35%	58
2023 Q4	$125M	Buy	758,864 +91,567	+14%	+$14.1M	0.36%	57
2023 Q3	$101M	Buy	667,297 +629,867	+1,683%	+$99.9M	0.33%	64
2023 Q2	$5.91M	Sell	37,430 -9,567	-20%	-$1.46M	0.06%	116
2023 Q1	$7.16M	Sell	46,997 -355,715	-88%	-$54.9M	0.08%	110
2022 Q4	$63.3M	Sell	402,712 -15,062	-4%	-$2.25M	0.81%	24
2022 Q3	$58M	Buy	417,774 +14,100	+3%	+$2.12M	0.83%	25
2022 Q2	$59.5M	Buy	403,674 +20,430	+5%	+$3.2M	0.83%	25
2022 Q1	$63.8M	Sell	383,244 -5,568	-1%	-$914K	0.86%	25
2021 Q4	$63.6M	Sell	388,812 -14,046	-3%	-$2.3M	0.91%	26
2021 Q3	$66.6M	Sell	402,858 -34,625	-8%	-$5.55M	0.98%	23
2021 Q2	$69.4M	Buy	437,483 +21,435	+5%	+$3.39M	1.12%	20
2021 Q1	$64.2M	Buy	416,048 +409,807	+6,566%	+$59.3M	1.17%	19
2020 Q4	$878K	Sell	6,241 -235	-4%	-$30.1K	0.02%	178
2020 Q3	$805K	Sell	6,476 -848	-12%	-$101K	0.02%	178
2020 Q2	$868K	Buy	7,324 +459	+7%	+$50.5K	0.02%	175
2020 Q1	$757K	Buy	6,865 +1,565	+30%	+$195K	0.03%	175
2019 Q4	$723K	Buy	5,300 +938	+22%	+$124K	0.03%	180
2019 Q3	$554K	Hold	4,362	–	–	0.02%	181
2019 Q2	$567K	Buy	4,362 +829	+23%	+$104K	0.03%	177
2019 Q1	$448K	Buy	+3,533	New	+$425K	0.03%	165

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

Wealth Enhancement Advisory Services's IWD Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.74% in Q2 2026, selling an estimated $863K and leaving 494,171 shares worth $122M. The position accounts for 0.2% of the portfolio, ranked #89.

Wealth Enhancement Advisory Services first reported a position in IWD in Q1 2019 and has held it in 30 quarters since. The position peaked at $141M in Q4 2025. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Wealth Enhancement Advisory Services held 494,171 shares of iShares Russell 1000 Value ETF worth $122M as of Q2 2026.
Wealth Enhancement Advisory Services sold 3,707 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $863K.
iShares Russell 1000 Value ETF made up 0.2% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #89 holding.
Wealth Enhancement Advisory Services first reported a position in iShares Russell 1000 Value ETF in Q1 2019 and has held it in 30 quarters since.
Wealth Enhancement Advisory Services's iShares Russell 1000 Value ETF position peaked at $141M in Q4 2025.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.