Wedmont Private Capital’s iShares Russell 1000 Value ETF IWD Stock Holding History

Wedmont Private Capital’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	$1.36M	Buy	5,505 +1,379	+33%	+$321K	0.04%	273
2026 Q1	$916K	Buy	4,126 +2	+0%	+$438	0.03%	343
2025 Q4	$884K	Buy	4,124 +2	+0%	+$413	0.03%	322
2025 Q3	$843K	Buy	4,122 +2	+0%	+$398	0.03%	320
2025 Q2	$808K	Buy	4,120 +35	+0.9%	+$6.48K	0.03%	309
2025 Q1	$719K	Buy	4,085 +2	+0%	+$381	0.04%	288
2024 Q4	$750K	Buy	4,083 +1,351	+49%	+$259K	0.04%	279
2024 Q3	$515K	Sell	2,732 -195	-7%	-$35.5K	0.03%	344
2024 Q2	$523K	Buy	2,927 +845	+41%	+$148K	0.03%	331
2024 Q1	$369K	Buy	2,082 +329	+19%	+$55.7K	0.03%	395
2023 Q4	$291K	Sell	1,753 -201	-10%	-$31K	0.02%	435
2023 Q3	$295K	Buy	1,954 +256	+15%	+$40.6K	0.03%	387
2023 Q2	$270K	Sell	1,698 -975	-36%	-$149K	0.03%	403
2023 Q1	$409K	Hold	2,673	–	–	0.05%	257
2022 Q4	$415K	Buy	2,673 +122	+5%	+$18.3K	0.06%	248
2022 Q3	$347K	Hold	2,551	–	–	0.07%	221
2022 Q2	$370K	Sell	2,551 -200	-7%	-$31.3K	0.08%	187
2022 Q1	$458K	Buy	2,751 +36	+1%	+$5.91K	0.1%	157
2021 Q4	$461K	Buy	+2,715	New	+$445K	0.14%	117

Other funds holding IWD

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

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 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

Wedmont Private Capital's IWD Position: Q2 2026 in Review

Wedmont Private Capital increased its iShares Russell 1000 Value ETF (IWD) stake by 33% in Q2 2026, buying an estimated $321K and bringing the position to 5,505 shares worth $1.36M. The position accounts for 0.04% of the portfolio, ranked #273.

Wedmont Private Capital first reported a position in IWD in Q4 2021 and has held it in 19 quarters since. 695 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Wedmont Private Capital held 5,505 shares of iShares Russell 1000 Value ETF worth $1.36M as of Q2 2026.
Wedmont Private Capital bought 1,379 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $321K.
iShares Russell 1000 Value ETF made up 0.04% of Wedmont Private Capital's portfolio in Q2 2026, its #273 holding.
Wedmont Private Capital first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and has held it in 19 quarters since.
695 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.