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Wingate Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Wingate Wealth 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 		$225K Buy
+930
New +$217K 0.1% 120
2025
Q4 		– Sell
-1,018
Closed -$207K – 120
2025
Q3 		$207K Buy
+1,018
New +$203K 0.14% 108
2025
Q1 		– Sell
-926
Closed -$171K – 258
2024
Q4 		$171K Buy
+926
New +$178K 0.17% 109

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

Wingate Wealth Advisors's IWD Position: Q2 2026 in Review

Wingate Wealth Advisors opened a new position in iShares Russell 1000 Value ETF (IWD) in Q2 2026: 930 shares worth $225K. The stake represents 0.1% of the portfolio and ranks #120 among its holdings. This is a return to the name: Wingate Wealth Advisors previously reported a position in IWD as recently as Q3 2025.

Wingate Wealth Advisors first reported a position in IWD in Q4 2024 and has held it in 3 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Wingate Wealth Advisors held 930 shares of iShares Russell 1000 Value ETF worth $225K as of Q2 2026.
  • iShares Russell 1000 Value ETF was a new Wingate Wealth Advisors position in Q2 2026.
  • iShares Russell 1000 Value ETF made up 0.1% of Wingate Wealth Advisors's portfolio in Q2 2026, its #120 holding.
  • Wingate Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 3 quarters since.
  • 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Wingate Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.