WEG
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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

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 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
LC
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
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 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. 505 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.
  • 505 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.