WCM
IWD icon

WealthBridge Capital Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

WealthBridge Capital Management’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 		$551K Sell
2,273
-240
-10% -$55.9K 0.11% 132
2026
Q1 		$537K Buy
2,513
+34
+1% +$7.45K 0.12% 121
2025
Q4 		$522K Sell
2,479
-133
-5% -$27.5K 0.12% 117
2025
Q3 		$532K Sell
2,612
-34
-1% -$6.76K 0.12% 116
2025
Q2 		$514K Buy
2,646
+214
+9% +$39.6K 0.13% 115
2025
Q1 		$458K Sell
2,432
-515
-17% -$98.1K 0.13% 116
2024
Q4 		$546K Buy
2,947
+518
+21% +$99.4K 0.15% 104
2024
Q3 		$461K Sell
2,429
-68
-3% -$12.4K 0.13% 117
2024
Q2 		$436K Buy
2,497
+1
+0% +$175 0.14% 110
2024
Q1 		$447K Sell
2,496
-11
-0.4% -$1.86K 0.15% 106
2023
Q4 		$414K Buy
2,507
+291
+13% +$44.9K 0.16% 102
2023
Q3 		$336K Sell
2,216
-107
-5% -$17K 0.14% 111
2023
Q2 		$367K Buy
2,323
+265
+13% +$40.5K 0.15% 109
2023
Q1 		$313K Sell
2,058
-319
-13% -$49.3K 0.12% 136
2022
Q4 		$361K Sell
2,377
-551
-19% -$82.5K 0.15% 132
2022
Q3 		$424K Hold
2,928
– – 0.18% 107
2022
Q2 		$424K Buy
2,928
+163
+6% +$25.5K 0.18% 107
2022
Q1 		$459K Buy
2,765
+547
+25% +$89.8K 0.17% 111
2021
Q4 		$373K Buy
2,218
+30
+1% +$4.92K 0.14% 114
2021
Q3 		$342K Buy
2,188
+59
+3% +$9.46K 0.13% 117
2021
Q2 		$338K Buy
2,129
+35
+2% +$5.54K 0.12% 117
2021
Q1 		$317K Buy
2,094
+220
+12% +$31.8K 0.13% 116
2020
Q4 		$256K Sell
1,874
-25
-1% -$3.21K 0.11% 121
2020
Q3 		$224K Buy
1,899
+86
+5% +$10.2K 0.11% 116
2020
Q2 		$204K Sell
1,813
-394
-18% -$43.3K 0.12% 116
2020
Q1 		$219K Buy
2,207
+316
+17% +$39.4K 0.15% 103
2019
Q4 		$258K Buy
1,891
+34
+2% +$4.48K 0.17% 103
2019
Q3 		$238K Buy
+1,857
New +$236K 0.17% 99
2019
Q2 		– Sell
-1,859
Closed -$232K – 490
2019
Q1 		$232K Buy
1,859
+100
+6% +$12K 0.15% 98
2018
Q4 		$195K Buy
+1,759
New +$211K 0.15% 102

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

WealthBridge Capital Management's IWD Position: Q2 2026 in Review

WealthBridge Capital Management reduced its iShares Russell 1000 Value ETF (IWD) stake by 9.6% in Q2 2026, selling an estimated $55.9K and leaving 2,273 shares worth $551K. The position accounts for 0.11% of the portfolio, ranked #132.

WealthBridge Capital Management first reported a position in IWD in Q4 2018 and has held it in 30 quarters since. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • WealthBridge Capital Management held 2,273 shares of iShares Russell 1000 Value ETF worth $551K as of Q2 2026.
  • WealthBridge Capital Management sold 240 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $55.9K.
  • iShares Russell 1000 Value ETF made up 0.11% of WealthBridge Capital Management's portfolio in Q2 2026, its #132 holding.
  • WealthBridge Capital Management first reported a position in iShares Russell 1000 Value ETF in Q4 2018 and has held it in 30 quarters since.
  • 1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on WealthBridge Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.