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

Wealthcare Capital 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 		$608K Buy
2,507
+1
+0% +$233 0.25% 83
2026
Q1 		$536K Buy
2,506
+1
+0% +$219 0.25% 79
2025
Q4 		$527K Buy
2,505
+1
+0% +$207 0.25% 81
2025
Q3 		$510K Buy
2,504
+7
+0.3% +$1.39K 0.23% 75
2025
Q2 		$485K Buy
2,497
+1
+0% +$185 0.24% 73
2025
Q1 		$470K Buy
2,496
+620
+33% +$118K 0.24% 69
2024
Q4 		$347K Buy
+1,876
New +$360K 0.18% 88

Other funds holding IWD

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 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

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

Wealthcare Capital Partners increased its iShares Russell 1000 Value ETF (IWD) stake by 0.04% in Q2 2026, buying an estimated $233 and bringing the position to 2,507 shares worth $608K. The position accounts for 0.25% of the portfolio, ranked #83.

Wealthcare Capital Partners first reported a position in IWD in Q4 2024 and has held it in 7 quarters since. 1,000 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Wealthcare Capital Partners held 2,507 shares of iShares Russell 1000 Value ETF worth $608K as of Q2 2026.
  • Wealthcare Capital Partners bought 1 iShares Russell 1000 Value ETF share in Q2 2026, an estimated $233.
  • iShares Russell 1000 Value ETF made up 0.25% of Wealthcare Capital Partners's portfolio in Q2 2026, its #83 holding.
  • Wealthcare Capital Partners first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,000 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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