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

Wealth Enhancement Trust 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	$70.1K	Sell	289 -20	-6%	-$4.66K	0.01%	431
2026 Q1	$66K	Sell	309 -171	-36%	-$37.4K	0.01%	415
2025 Q4	$101K	Buy	+480	New	+$99.1K	0.01%	322

Other funds holding IWD

JP Morgan Chase New York $1.81T AUM 41.13% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JRP

Jasper Ridge Partners Menlo Park, California $4.69B AUM 31.34% 1-Year Est. Return

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

Wealth Enhancement Trust Services reduced its iShares Russell 1000 Value ETF (IWD) stake by 6.5% in Q2 2026, selling an estimated $4.66K and leaving 289 shares worth $70.1K. The position accounts for 0.01% of the portfolio, ranked #431.

Wealth Enhancement Trust Services first reported a position in IWD in Q4 2025 and has held it in 3 quarters since. The position peaked at $101K in Q4 2025. 1,696 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Wealth Enhancement Trust Services held 289 shares of iShares Russell 1000 Value ETF worth $70.1K as of Q2 2026.
Wealth Enhancement Trust Services sold 20 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $4.66K.
iShares Russell 1000 Value ETF made up 0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #431 holding.
Wealth Enhancement Trust Services first reported a position in iShares Russell 1000 Value ETF in Q4 2025 and has held it in 3 quarters since.
Wealth Enhancement Trust Services's iShares Russell 1000 Value ETF position peaked at $101K in Q4 2025.
1,696 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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