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Wealthquest’s iShares Russell 1000 Value ETF IWD Stock Holding History

Wealthquest’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 		$268K Buy
+1,107
New +$258K 0.02% 147

Other funds holding IWD

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
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
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return

Wealthquest's IWD Position: Q2 2026 in Review

Wealthquest opened a new position in iShares Russell 1000 Value ETF (IWD) in Q2 2026: 1,107 shares worth $268K. The stake represents 0.02% of the portfolio and ranks #147 among its holdings.

788 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Wealthquest held 1,107 shares of iShares Russell 1000 Value ETF worth $268K as of Q2 2026.
  • iShares Russell 1000 Value ETF was a new Wealthquest position in Q2 2026.
  • iShares Russell 1000 Value ETF made up 0.02% of Wealthquest's portfolio in Q2 2026, its #147 holding.
  • 788 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.