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Wilson & Boucher Capital Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Wilson & Boucher Capital 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 		$239K Hold
985
– – 0.14% 109
2026
Q1 		$210K Hold
985
– – 0.14% 111
2025
Q4 		$207K Hold
985
– – 0.14% 111
2025
Q3 		$201K Buy
+985
New +$196K 0.13% 114

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Wilson & Boucher Capital Management's IWD Position: Q2 2026 in Review

Wilson & Boucher Capital Management held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 985 shares worth $239K. The position accounts for 0.14% of the portfolio, ranked #109.

Wilson & Boucher Capital Management first reported a position in IWD in Q3 2025 and has held it in 4 quarters since. 1,981 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Wilson & Boucher Capital Management held 985 shares of iShares Russell 1000 Value ETF worth $239K as of Q2 2026.
  • Wilson & Boucher Capital Management left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Value ETF made up 0.14% of Wilson & Boucher Capital Management's portfolio in Q2 2026, its #109 holding.
  • Wilson & Boucher Capital Management first reported a position in iShares Russell 1000 Value ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,981 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Wilson & Boucher Capital Management's 13F filing for Q2 2026, filed 19 Aug 2026.