Wealthcare Advisory Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Wealthcare Advisory 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	$10.7M	Sell	43,948 -1,230	-3%	-$287K	0.2%	101
2026 Q1	$9.65M	Sell	45,178 -1,777	-4%	-$389K	0.19%	114
2025 Q4	$9.88M	Sell	46,955 -3,062	-6%	-$632K	0.19%	108
2025 Q3	$10.2M	Sell	50,017 -1,471	-3%	-$293K	0.21%	98
2025 Q2	$10M	Buy	51,488 +26,633	+107%	+$4.93M	0.23%	85
2025 Q1	$4.68M	Buy	24,855 +1,185	+5%	+$226K	0.13%	148
2024 Q4	$4.38M	Sell	23,670 -381	-2%	-$73.1K	0.12%	149
2024 Q3	$4.56M	Buy	24,051 +328	+1%	+$59.8K	0.13%	141
2024 Q2	$4.14M	Buy	23,723 +2,075	+10%	+$363K	0.13%	135
2024 Q1	$3.88M	Buy	21,648 +1,869	+9%	+$316K	0.13%	135
2023 Q4	$3.27M	Buy	19,779 +1,721	+10%	+$266K	0.13%	132
2023 Q3	$2.74M	Sell	18,058 -54	-0.3%	-$8.56K	0.13%	138
2023 Q2	$2.86M	Sell	18,112 -1,018	-5%	-$156K	0.13%	140
2023 Q1	$2.91M	Buy	19,130 +810	+4%	+$125K	0.13%	135
2022 Q4	$2.78M	Sell	18,320 -7,483	-29%	-$1.12M	0.13%	130
2022 Q3	$3.51M	Buy	25,803 +7,820	+43%	+$1.18M	0.2%	91
2022 Q2	$2.61M	Buy	17,983 +863	+5%	+$135K	0.16%	98
2022 Q1	$2.84M	Sell	17,120 -685	-4%	-$112K	0.17%	73
2021 Q4	$2.99M	Sell	17,805 -2,498	-12%	-$409K	0.18%	71
2021 Q3	$3.18M	Sell	20,303 -1,547	-7%	-$248K	0.21%	70
2021 Q2	$3.47M	Buy	21,850 +614	+3%	+$97.2K	0.23%	63
2021 Q1	$3.22M	Sell	21,236 -26,634	-56%	-$3.85M	0.23%	62
2020 Q4	$6.54M	Sell	47,870 -3,845	-7%	-$493K	0.58%	30
2020 Q3	$6.11M	Buy	51,715 +5,837	+13%	+$692K	0.67%	26
2020 Q2	$5.17M	Buy	45,878 +7,733	+20%	+$850K	0.64%	24
2020 Q1	$3.78M	Buy	38,145 +4,547	+14%	+$567K	0.55%	29
2019 Q4	$4.59M	Buy	33,598 +4,107	+14%	+$541K	0.58%	28
2019 Q3	$3.78M	Buy	29,491 +818	+3%	+$104K	0.55%	31
2019 Q2	$3.65M	Buy	28,673 +1,196	+4%	+$150K	0.58%	29
2019 Q1	$3.39M	Buy	27,477 +399	+1%	+$48K	0.58%	30
2018 Q4	$3.01M	Sell	27,078 -2,109	-7%	-$253K	0.58%	29
2018 Q3	$3.7M	Sell	29,187 -1,290	-4%	-$162K	0.68%	25
2018 Q2	$3.7M	Buy	30,477 +1,829	+6%	+$222K	0.73%	27
2018 Q1	$3.44M	Buy	28,648 +6,174	+27%	+$770K	0.78%	25
2017 Q4	$2.79M	Sell	22,474 -277	-1%	-$33.6K	0.72%	22
2017 Q3	$2.7M	Buy	22,751 +16,327	+254%	+$1.9M	0.8%	21
2017 Q2	$748K	Buy	6,424 +228	+4%	+$26.2K	0.36%	23
2017 Q1	$712K	Buy	6,196 +53	+0.9%	+$6.08K	0.39%	22
2016 Q4	$688K	Buy	6,143 +111	+2%	+$12K	0.41%	19
2016 Q3	$637K	Sell	6,032 -11	-0.2%	-$1.16K	0.41%	18
2016 Q2	$624K	Buy	+6,043	New	+$610K	0.44%	18

Other funds holding IWD

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return

BWCS

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

SAS

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

Wealthcare Advisory Partners's IWD Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its iShares Russell 1000 Value ETF (IWD) stake by 2.7% in Q2 2026, selling an estimated $287K and leaving 43,948 shares worth $10.7M. The position accounts for 0.2% of the portfolio, ranked #101.

Wealthcare Advisory Partners first reported a position in IWD in Q2 2016 and has held it in 41 quarters since. 506 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Wealthcare Advisory Partners held 43,948 shares of iShares Russell 1000 Value ETF worth $10.7M as of Q2 2026.
Wealthcare Advisory Partners sold 1,230 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $287K.
iShares Russell 1000 Value ETF made up 0.2% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #101 holding.
Wealthcare Advisory Partners first reported a position in iShares Russell 1000 Value ETF in Q2 2016 and has held it in 41 quarters since.
506 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.