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

Wealth Management Partners’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	$421K	Hold	1,735	–	–	0.1%	124
2026 Q1	$371K	Buy	1,735 +82	+5%	+$18K	0.11%	119
2025 Q4	$348K	Sell	1,653 -98	-6%	-$20.2K	0.1%	116
2025 Q3	$356K	Hold	1,751	–	–	0.11%	112
2025 Q2	$343K	Hold	1,751	–	–	0.12%	106
2025 Q1	$329K	Hold	1,751	–	–	0.15%	92
2024 Q4	$324K	Sell	1,751 -37	-2%	-$7.1K	0.14%	95
2024 Q3	$339K	Hold	1,788	–	–	0.16%	87
2024 Q2	$312K	Hold	1,788	–	–	0.15%	81
2024 Q1	$320K	Hold	1,788	–	–	0.16%	91
2023 Q4	$295K	Hold	1,788	–	–	0.16%	93
2023 Q3	$271K	Sell	1,788 -81	-4%	-$12.8K	0.17%	94
2023 Q2	$295K	Hold	1,869	–	–	0.19%	88
2023 Q1	$285K	Sell	1,869 -131	-7%	-$20.2K	0.2%	92
2022 Q4	$283K	Hold	2,000	–	–	0.24%	78
2022 Q3	$260K	Hold	2,000	–	–	0.23%	76
2022 Q2	$271K	Hold	2,000	–	–	0.24%	79
2022 Q1	$336K	Hold	2,000	–	–	0.24%	77
2021 Q4	$416K	Sell	2,000 -476	-19%	-$78K	0.29%	71
2021 Q3	$388K	Sell	2,476 -125	-5%	-$20K	0.29%	72
2021 Q2	$413K	Hold	2,601	–	–	0.29%	72
2021 Q1	$401K	Sell	2,601 -282	-10%	-$40.8K	0.3%	71
2020 Q4	$402K	Buy	+2,883	New	+$370K	0.31%	72

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 Management Partners's IWD Position: Q2 2026 in Review

Wealth Management Partners held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 1,735 shares worth $421K. The position accounts for 0.1% of the portfolio, ranked #124.

Wealth Management Partners first reported a position in IWD in Q4 2020 and has held it in 23 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Wealth Management Partners held 1,735 shares of iShares Russell 1000 Value ETF worth $421K as of Q2 2026.
Wealth Management Partners left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.1% of Wealth Management Partners's portfolio in Q2 2026, its #124 holding.
Wealth Management Partners first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and has held it in 23 quarters since.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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