West Branch Capital’s iShares Russell 1000 Value ETF IWD Stock Holding History

West Branch 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	$218K	Hold	900	–	–	0.05%	83
2026 Q1	$192K	Hold	900	–	–	0.05%	82
2025 Q4	$189K	Hold	900	–	–	0.05%	84
2025 Q3	$183K	Hold	900	–	–	0.05%	94
2025 Q2	$175K	Sell	900 -40	-4%	-$7.41K	0.05%	90
2025 Q1	$177K	Hold	940	–	–	0.06%	84
2024 Q4	$174K	Sell	940 -4	-0.4%	-$767	0.06%	90
2024 Q3	$179K	Sell	944 -12	-1%	-$2.19K	0.06%	89
2024 Q2	$167K	Hold	956	–	–	0.06%	91
2024 Q1	$171K	Sell	956 -1	-0.1%	-$169	0.07%	89
2023 Q4	$158K	Sell	957 -100	-9%	-$15.4K	0.07%	86
2023 Q3	$160K	Hold	1,057	–	–	0.08%	86
2023 Q2	$167K	Hold	1,057	–	–	0.08%	87
2023 Q1	$161K	Hold	1,057	–	–	0.09%	87
2022 Q4	$160K	Hold	1,057	–	–	0.1%	87
2022 Q3	$144K	Hold	1,057	–	–	0.09%	92
2022 Q2	$153K	Hold	1,057	–	–	0.09%	92
2022 Q1	$175K	Hold	1,057	–	–	0.08%	91
2021 Q4	$178K	Hold	1,057	–	–	0.08%	97
2021 Q3	$165K	Hold	1,057	–	–	0.08%	97
2021 Q2	$168K	Buy	+1,057	New	+$167K	0.08%	103

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

West Branch Capital's IWD Position: Q2 2026 in Review

West Branch Capital held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 900 shares worth $218K. The position accounts for 0.05% of the portfolio, ranked #83.

West Branch Capital first reported a position in IWD in Q2 2021 and has held it in 21 quarters since. 565 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

West Branch Capital held 900 shares of iShares Russell 1000 Value ETF worth $218K as of Q2 2026.
West Branch Capital left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.05% of West Branch Capital's portfolio in Q2 2026, its #83 holding.
West Branch Capital first reported a position in iShares Russell 1000 Value ETF in Q2 2021 and has held it in 21 quarters since.
565 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.