Wilkins Miller Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Wilkins Miller Wealth Management’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	$342K	Hold	1,412	–	–	0.19%	72
2026 Q1	$302K	Hold	1,412	–	–	0.18%	73
2025 Q4	$297K	Hold	1,412	–	–	0.18%	73
2025 Q3	$287K	Hold	1,412	–	–	0.18%	78
2025 Q2	$274K	Hold	1,412	–	–	0.19%	76
2025 Q1	$266K	Hold	1,412	–	–	0.2%	73
2024 Q4	$261K	Buy	+1,412	New	+$271K	0.27%	59

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

Wilkins Miller Wealth Management's IWD Position: Q2 2026 in Review

Wilkins Miller Wealth Management held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 1,412 shares worth $342K. The position accounts for 0.19% of the portfolio, ranked #72.

Wilkins Miller Wealth Management first reported a position in IWD in Q4 2024 and has held it in 7 quarters since. 613 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Wilkins Miller Wealth Management held 1,412 shares of iShares Russell 1000 Value ETF worth $342K as of Q2 2026.
Wilkins Miller Wealth Management left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.19% of Wilkins Miller Wealth Management's portfolio in Q2 2026, its #72 holding.
Wilkins Miller Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 7 quarters since.
613 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Wilkins Miller Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.