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Wellspring Financial Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Wellspring Financial Advisors’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 		$9.99M Sell
41,227
-293
-0.7% -$68.2K 0.66% 24
2026
Q1 		$8.87M Sell
41,520
-156
-0.4% -$34.2K 0.67% 27
2025
Q4 		$8.77M Sell
41,676
-516
-1% -$107K 0.69% 25
2025
Q3 		$8.59M Sell
42,192
-139
-0.3% -$27.7K 0.79% 21
2025
Q2 		$8.22M Sell
42,331
-111
-0.3% -$20.6K 0.83% 20
2025
Q1 		$7.99M Buy
42,442
+18
+0% +$3.43K 0.89% 19
2024
Q4 		$7.85M Sell
42,424
-201
-0.5% -$38.6K 0.82% 22
2024
Q3 		$8.09M Buy
42,625
+22,976
+117% +$4.19M 0.97% 22
2024
Q2 		$3.43M Sell
19,649
-799
-4% -$140K 0.47% 29
2024
Q1 		$3.66M Sell
20,448
-742
-4% -$126K 0.58% 27
2023
Q4 		$3.5M Sell
21,190
-222
-1% -$34.3K 0.87% 30
2023
Q3 		$3.25M Sell
21,412
-4
-0% -$634 0.95% 29
2023
Q2 		$3.38M Sell
21,416
-896
-4% -$137K 0.96% 27
2023
Q1 		$3.4M Sell
22,312
-1,194
-5% -$184K 1.01% 26
2022
Q4 		$3.56M Sell
23,506
-45
-0.2% -$6.74K 1.19% 25
2022
Q3 		$3.2M Sell
23,551
-248
-1% -$37.3K 1.18% 23
2022
Q2 		$3.45M Sell
23,799
-28
-0.1% -$4.38K 1.2% 23
2022
Q1 		$3.96M Sell
23,827
-2,242
-9% -$368K 1.17% 20
2021
Q4 		$4.38M Buy
26,069
+2,484
+11% +$407K 1.22% 21
2021
Q3 		$3.69M Sell
23,585
-13
-0.1% -$2.08K 1.11% 23
2021
Q2 		$3.74M Buy
23,598
+3
+0% +$475 1.18% 22
2021
Q1 		$2.34M Hold
23,595
– – 1.13% 16
2020
Q4 		$3.23M Hold
23,595
– – 1.13% 23
2020
Q3 		$2.79M Hold
23,595
– – 1.09% 21
2020
Q2 		$2.66M Hold
23,595
– – 1.1% 21
2020
Q1 		$2.34M Buy
+23,595
New +$2.94M 1.13% 16

Other funds holding IWD

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
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
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

Wellspring Financial Advisors's IWD Position: Q2 2026 in Review

Wellspring Financial Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.71% in Q2 2026, selling an estimated $68.2K and leaving 41,227 shares worth $9.99M. The position accounts for 0.66% of the portfolio, ranked #24.

Wellspring Financial Advisors first reported a position in IWD in Q1 2020 and has held it in 26 quarters since. 697 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Wellspring Financial Advisors held 41,227 shares of iShares Russell 1000 Value ETF worth $9.99M as of Q2 2026.
  • Wellspring Financial Advisors sold 293 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $68.2K.
  • iShares Russell 1000 Value ETF made up 0.66% of Wellspring Financial Advisors's portfolio in Q2 2026, its #24 holding.
  • Wellspring Financial Advisors first reported a position in iShares Russell 1000 Value ETF in Q1 2020 and has held it in 26 quarters since.
  • 697 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.