YANKCOM Partnership’s iShares Russell 1000 Value ETF IWD Stock Holding History

YANKCOM Partnership’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	$1.27M	Hold	5,258	–	–	0.46%	50
2026 Q1	$1.12M	Hold	5,258	–	–	0.46%	58
2025 Q4	$1.11M	Buy	5,258 +9	+0.2%	+$1.86K	0.47%	54
2025 Q3	$1.07M	Hold	5,249	–	–	0.48%	53
2025 Q2	$1.02M	Hold	5,249	–	–	0.5%	51
2025 Q1	$988K	Hold	5,249	–	–	0.54%	52
2024 Q4	$972K	Buy	+5,249	New	+$1.01M	0.52%	50

Other funds holding IWD

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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

7WCP

71 West Capital Partners Boston, Massachusetts $2.89B AUM

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

YANKCOM Partnership's IWD Position: Q2 2026 in Review

YANKCOM Partnership held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 5,258 shares worth $1.27M. The position accounts for 0.46% of the portfolio, ranked #50.

YANKCOM Partnership first reported a position in IWD in Q4 2024 and has held it in 7 quarters since. 1,307 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

YANKCOM Partnership held 5,258 shares of iShares Russell 1000 Value ETF worth $1.27M as of Q2 2026.
YANKCOM Partnership left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.46% of YANKCOM Partnership's portfolio in Q2 2026, its #50 holding.
YANKCOM Partnership first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 7 quarters since.
1,307 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on YANKCOM Partnership's 13F filing for Q2 2026, filed 21 Jul 2026.