WH
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Willner & Heller’s iShares Russell 1000 Value ETF IWD Stock Holding History

Willner & Heller’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 		$508K Buy
2,096
+6
+0.3% +$1.4K 0.32% 88
2026
Q1 		$446K Sell
2,090
-22
-1% -$4.82K 0.33% 91
2025
Q4 		$444K Buy
2,112
+10
+0.5% +$2.07K 0.32% 97
2025
Q3 		$428K Buy
2,102
+10
+0.5% +$1.99K 0.33% 93
2025
Q2 		$406K Buy
2,092
+9
+0.4% +$1.67K 0.34% 95
2025
Q1 		$392K Buy
2,083
+9
+0.4% +$1.71K 0.36% 94
2024
Q4 		$384K Sell
2,074
-36
-2% -$6.91K 0.34% 97
2024
Q3 		$400K Buy
2,110
+12
+0.6% +$2.19K 0.36% 97
2024
Q2 		$366K Buy
2,098
+8
+0.4% +$1.4K 0.35% 98
2024
Q1 		$374K Buy
2,090
+9
+0.4% +$1.52K 0.37% 93
2023
Q4 		$344K Buy
+2,081
New +$321K 0.38% 91
2022
Q4 		$350K Buy
2,309
+15
+0.7% +$2.25K 0.5% 75
2022
Q3 		$312K Buy
2,294
+15
+0.7% +$2.25K 0.5% 71
2022
Q2 		$330K Buy
2,279
+19
+0.8% +$2.97K 0.51% 69
2022
Q1 		$379K Buy
2,260
+10
+0.4% +$1.64K 0.47% 75
2021
Q4 		$352K Buy
+2,250
New +$369K 0.47% 75

Other funds holding IWD

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 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
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Willner & Heller's IWD Position: Q2 2026 in Review

Willner & Heller increased its iShares Russell 1000 Value ETF (IWD) stake by 0.29% in Q2 2026, buying an estimated $1.4K and bringing the position to 2,096 shares worth $508K. The position accounts for 0.32% of the portfolio, ranked #88.

Willner & Heller first reported a position in IWD in Q4 2021 and has held it in 16 quarters since. 390 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Willner & Heller held 2,096 shares of iShares Russell 1000 Value ETF worth $508K as of Q2 2026.
  • Willner & Heller bought 6 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $1.4K.
  • iShares Russell 1000 Value ETF made up 0.32% of Willner & Heller's portfolio in Q2 2026, its #88 holding.
  • Willner & Heller first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and has held it in 16 quarters since.
  • 390 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Willner & Heller's 13F filing for Q2 2026, filed 7 Jul 2026.