Weaver Consulting Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Weaver Consulting Group’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	$208K	Buy	+856	New	+$199K	0.04%	283
2020 Q4	–	Sell	-557	Closed	-$66K	–	509
2020 Q3	$66K	Hold	557	–	–	0.04%	227
2020 Q2	$63K	Sell	557 -2,800	-83%	-$308K	0.04%	228
2020 Q1	$333K	Sell	3,357 -2,415	-42%	-$301K	0.22%	71
2019 Q4	$740K	Buy	5,772 +130	+2%	+$17.1K	0.4%	47
2019 Q3	$733K	Buy	5,642 +3,240	+135%	+$412K	0.39%	46
2019 Q2	$306K	Hold	2,402	–	–	0.17%	74
2019 Q1	$301K	Buy	+2,402	New	+$289K	0.08%	165

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

Weaver Consulting Group's IWD Position: Q2 2026 in Review

Weaver Consulting Group opened a new position in iShares Russell 1000 Value ETF (IWD) in Q2 2026: 856 shares worth $208K. The stake represents 0.04% of the portfolio and ranks #283 among its holdings. This is a return to the name: Weaver Consulting Group previously reported a position in IWD as recently as Q3 2020.

Weaver Consulting Group first reported a position in IWD in Q1 2019 and has held it in 8 quarters since. The position peaked at $740K in Q4 2019. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Weaver Consulting Group held 856 shares of iShares Russell 1000 Value ETF worth $208K as of Q2 2026.
iShares Russell 1000 Value ETF was a new Weaver Consulting Group position in Q2 2026.
iShares Russell 1000 Value ETF made up 0.04% of Weaver Consulting Group's portfolio in Q2 2026, its #283 holding.
Weaver Consulting Group first reported a position in iShares Russell 1000 Value ETF in Q1 2019 and has held it in 8 quarters since.
Weaver Consulting Group's iShares Russell 1000 Value ETF position peaked at $740K in Q4 2019.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Weaver Consulting Group's 13F filing for Q2 2026, filed 29 Jul 2026.