Wolff Wiese Magana’s iShares Russell 1000 Value ETF IWD Stock Holding History

Wolff Wiese Magana’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	$141K	Hold	583	–	–	0.07%	138
2026 Q1	$125K	Hold	583	–	–	0.07%	136
2025 Q4	$123K	Hold	583	–	–	0.07%	141
2025 Q3	$119K	Hold	583	–	–	0.07%	139
2025 Q2	$113K	Hold	583	–	–	0.07%	138
2025 Q1	$110K	Hold	583	–	–	0.07%	126
2024 Q4	$108K	Sell	583 -16	-3%	-$3.07K	0.07%	136
2024 Q3	$114K	Buy	599 +59	+11%	+$10.7K	0.08%	131
2024 Q2	$94.2K	Hold	540	–	–	0.07%	128
2024 Q1	$96.7K	Hold	540	–	–	0.08%	116
2023 Q4	$89.2K	Hold	540	–	–	0.08%	115
2023 Q3	$82K	Hold	540	–	–	0.07%	146
2023 Q2	$85.2K	Hold	540	–	–	0.07%	149
2023 Q1	$82.2K	Hold	540	–	–	0.07%	148
2022 Q4	$81.9K	Hold	540	–	–	0.07%	149
2022 Q3	$73K	Hold	540	–	–	0.06%	196
2022 Q2	$78K	Hold	540	–	–	0.06%	201
2022 Q1	$90K	Hold	540	–	–	0.06%	203
2021 Q4	$91K	Hold	540	–	–	0.06%	211
2021 Q3	$85K	Hold	540	–	–	0.06%	213
2021 Q2	$86K	Hold	540	–	–	0.06%	213
2021 Q1	$82K	Hold	540	–	–	0.06%	210
2020 Q4	$74K	Buy	+540	New	+$69.3K	0.06%	211

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

Wolff Wiese Magana's IWD Position: Q2 2026 in Review

Wolff Wiese Magana held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 583 shares worth $141K. The position accounts for 0.07% of the portfolio, ranked #138.

Wolff Wiese Magana first reported a position in IWD in Q4 2020 and has held it in 23 quarters since. 695 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Wolff Wiese Magana held 583 shares of iShares Russell 1000 Value ETF worth $141K as of Q2 2026.
Wolff Wiese Magana left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.07% of Wolff Wiese Magana's portfolio in Q2 2026, its #138 holding.
Wolff Wiese Magana first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and has held it in 23 quarters since.
695 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.