World Equity Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

World Equity Group’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	$552K	Buy	2,275 +87	+4%	+$20.3K	0.12%	196
2026 Q1	$468K	Buy	2,188 +33	+2%	+$7.23K	0.12%	208
2025 Q4	$453K	Sell	2,155 -74	-3%	-$15.3K	0.13%	181
2025 Q3	$454K	Buy	2,229 +62	+3%	+$12.3K	0.1%	190
2025 Q2	$421K	Buy	2,167 +487	+29%	+$90.2K	0.11%	183
2025 Q1	$316K	Sell	1,680 -1,484	-47%	-$283K	0.09%	218
2024 Q4	$586K	Buy	3,164 +1,582	+100%	+$303K	0.13%	171
2024 Q3	$300K	Buy	1,582 +197	+14%	+$35.9K	0.11%	179
2024 Q2	$242K	Buy	1,385 +87	+7%	+$15.2K	0.07%	232
2024 Q1	$232K	Sell	1,298 -140	-10%	-$23.7K	0.05%	272
2023 Q4	$238K	Hold	1,438	–	–	0.05%	291
2023 Q3	$218K	Buy	+1,438	New	+$228K	0.05%	309

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

World Equity Group's IWD Position: Q2 2026 in Review

World Equity Group increased its iShares Russell 1000 Value ETF (IWD) stake by 4% in Q2 2026, buying an estimated $20.3K and bringing the position to 2,275 shares worth $552K. The position accounts for 0.12% of the portfolio, ranked #196.

World Equity Group first reported a position in IWD in Q3 2023 and has held it in 12 quarters since. The position peaked at $586K in Q4 2024. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

World Equity Group held 2,275 shares of iShares Russell 1000 Value ETF worth $552K as of Q2 2026.
World Equity Group bought 87 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $20.3K.
iShares Russell 1000 Value ETF made up 0.12% of World Equity Group's portfolio in Q2 2026, its #196 holding.
World Equity Group first reported a position in iShares Russell 1000 Value ETF in Q3 2023 and has held it in 12 quarters since.
World Equity Group's iShares Russell 1000 Value ETF position peaked at $586K in Q4 2024.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.