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

Wealthspan 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	$4.38M	Sell	18,048 -514	-3%	-$120K	1.38%	26
2026 Q1	$3.97M	Sell	18,562 -213	-1%	-$46.6K	1.4%	24
2025 Q4	$3.95M	Sell	18,775 -607	-3%	-$125K	1.43%	22
2025 Q3	$3.95M	Sell	19,382 -362	-2%	-$72K	1.51%	20
2025 Q2	$3.83M	Sell	19,744 -774	-4%	-$143K	1.59%	18
2025 Q1	$3.86M	Sell	20,518 -533	-3%	-$102K	1.78%	15
2024 Q4	$3.9M	Sell	21,051 -420	-2%	-$80.6K	1.86%	13
2024 Q3	$4.08M	Sell	21,471 -267	-1%	-$48.6K	2.01%	12
2024 Q2	$3.79M	Sell	21,738 -203	-0.9%	-$35.5K	2.09%	12
2024 Q1	$3.93M	Sell	21,941 -315	-1%	-$53.3K	2.32%	10
2023 Q4	$3.68M	Sell	22,256 -249	-1%	-$38.5K	2.57%	11
2023 Q3	$3.42M	Buy	22,505 +78	+0.3%	+$12.4K	2.7%	13
2023 Q2	$3.54M	Buy	22,427 +457	+2%	+$69.9K	2.79%	11
2023 Q1	$3.35M	Buy	21,970 +198	+0.9%	+$30.6K	2.86%	10
2022 Q4	$3.3M	Sell	21,772 -440	-2%	-$65.9K	3%	9
2022 Q3	$3.02M	Sell	22,212 -17	-0.1%	-$2.56K	3.13%	9
2022 Q2	$3.22M	Sell	22,229 -26	-0.1%	-$4.07K	3.33%	10
2022 Q1	$3.69M	Buy	22,255 +787	+4%	+$129K	3.35%	9
2021 Q4	$3.6M	Buy	+21,468	New	+$3.52M	3.19%	8

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

Wealthspan Partners's IWD Position: Q2 2026 in Review

Wealthspan Partners reduced its iShares Russell 1000 Value ETF (IWD) stake by 2.8% in Q2 2026, selling an estimated $120K and leaving 18,048 shares worth $4.38M. The position accounts for 1.38% of the portfolio, ranked #26.

Wealthspan Partners first reported a position in IWD in Q4 2021 and has held it in 19 quarters since. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Wealthspan Partners held 18,048 shares of iShares Russell 1000 Value ETF worth $4.38M as of Q2 2026.
Wealthspan Partners sold 514 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $120K.
iShares Russell 1000 Value ETF made up 1.38% of Wealthspan Partners's portfolio in Q2 2026, its #26 holding.
Wealthspan Partners first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and has held it in 19 quarters since.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Wealthspan Partners's 13F filing for Q2 2026, filed 6 Aug 2026.