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Wetzel Investment Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Wetzel Investment 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 		$1.06M Sell
4,371
-1,874
-30% -$437K 0.37% 46
2026
Q1 		$1.33M Sell
6,245
-77
-1% -$16.9K 0.53% 35
2025
Q4 		$1.33M Sell
6,322
-51
-0.8% -$10.5K 0.54% 35
2025
Q3 		$1.3M Sell
6,373
-53
-0.8% -$10.5K 0.55% 35
2025
Q2 		$1.25M Sell
6,426
-316
-5% -$58.5K 0.57% 33
2025
Q1 		$1.27M Sell
6,742
-425
-6% -$80.9K 0.64% 33
2024
Q4 		$1.33M Sell
7,167
-87
-1% -$16.7K 0.66% 33
2024
Q3 		$1.38M Sell
7,254
-25
-0.3% -$4.55K 0.69% 32
2024
Q2 		$1.3M Buy
7,279
+17
+0.2% +$2.97K 0.75% 30
2024
Q1 		$1.23M Sell
7,262
-38
-0.5% -$6.43K 0.73% 29
2023
Q4 		$1.21M Buy
+7,300
New +$1.13M 0.74% 28

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

Wetzel Investment Advisors's IWD Position: Q2 2026 in Review

Wetzel Investment Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 30% in Q2 2026, selling an estimated $437K and leaving 4,371 shares worth $1.06M. The position accounts for 0.37% of the portfolio, ranked #46.

Wetzel Investment Advisors first reported a position in IWD in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.38M in Q3 2024. 697 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Wetzel Investment Advisors held 4,371 shares of iShares Russell 1000 Value ETF worth $1.06M as of Q2 2026.
  • Wetzel Investment Advisors sold 1,874 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $437K.
  • iShares Russell 1000 Value ETF made up 0.37% of Wetzel Investment Advisors's portfolio in Q2 2026, its #46 holding.
  • Wetzel Investment Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 11 quarters since.
  • Wetzel Investment Advisors's iShares Russell 1000 Value ETF position peaked at $1.38M in Q3 2024.
  • 697 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Wetzel Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.