Wharton Business Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Wharton Business 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	$363K	Hold	1,496	–	–	0.01%	112
2026 Q1	$320K	Hold	1,496	–	–	0.01%	116
2025 Q4	$315K	Hold	1,496	–	–	0.01%	117
2025 Q3	$305K	Hold	1,496	–	–	0.01%	118
2025 Q2	$291K	Buy	1,496 +55	+4%	+$10.2K	0.01%	119
2025 Q1	$271K	Buy	+1,441	New	+$274K	0.01%	120

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

Wharton Business Group's IWD Position: Q2 2026 in Review

Wharton Business Group held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 1,496 shares worth $363K. The position accounts for 0.01% of the portfolio, ranked #112.

Wharton Business Group first reported a position in IWD in Q1 2025 and has held it in 6 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Wharton Business Group held 1,496 shares of iShares Russell 1000 Value ETF worth $363K as of Q2 2026.
Wharton Business Group left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.01% of Wharton Business Group's portfolio in Q2 2026, its #112 holding.
Wharton Business Group first reported a position in iShares Russell 1000 Value ETF in Q1 2025 and has held it in 6 quarters since.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Wharton Business Group's 13F filing for Q2 2026, filed 10 Aug 2026.