Clientfirst Wealth Management, LLC IWD holdings history
ISHARES RUSSELL 1000 VALUE E · CUSIP 464287598 · CIK 1915494
As of 2026-06-30, Clientfirst Wealth Management, LLC reported 14.48K IWD (shares), valued at $3.51M, or 2.88% of its reported non-derivative portfolio. Filed 2026-07-30.
Verify history & sources →Shares unchanged; reported value increased 13.46%, and weight changed +0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.88% | 14,479 | SEC filing ↗Filed Jul 30, 2026 |
| Q1 2026 | 2.61% | 14,479 | SEC filing ↗Filed May 1, 2026 |
| Q4 2025 | 2.45% | 14,479 | SEC filing ↗Filed Feb 6, 2026 |
| Q3 2025 | 2.36% | 14,479 | SEC filing ↗Filed Nov 13, 2025 |
| Q2 2025 | 2.87% | 14,479 | SEC filing ↗Filed Aug 14, 2025 |
| Q1 2025 | 3.09% | 14,479 | SEC filing ↗Filed May 1, 2025 |
| Q4 2024 | 2.71% | 14,480 | SEC filing ↗Filed Jan 28, 2025 |
| Q3 2024 | Not reported | Not reported | No filing this quarter |
| Q2 2024 | Not reported | Not reported | No filing this quarter |
| Q1 2024 | Not reported | Not reported | No filing this quarter |
| Q4 2023 | Not reported | Not reported | No filing this quarter |
| Q3 2023 | 2.68% | 14,580 | SEC filing ↗Filed Nov 8, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 2.68% | 14,580 | $2.20M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 8, 2023 |
| Q4 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q1 2024 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q2 2024 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q3 2024 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q4 2024 | 2.71% | 14,480 | $2.68M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Jan 28, 2025 |
| Q1 2025 | 3.09% | 14,479 | $2.72M | Shares decreased 0.01%; reported value increased 1.63%, and weight changed +0.38 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 1, 2025 |
| Q2 2025 | 2.87% | 14,479 | $2.81M | Shares unchanged; reported value increased 3.23%, and weight changed -0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2025 |
| Q3 2025 | 2.36% | 14,479 | $2.95M | Shares unchanged; reported value increased 4.82%, and weight changed -0.51 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2025 |
| Q4 2025 | 2.45% | 14,479 | $3.05M | Shares unchanged; reported value increased 3.32%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 6, 2026 |
| Q1 2026 | 2.61% | 14,479 | $3.09M | Shares unchanged; reported value increased 1.58%, and weight changed +0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 1, 2026 |
| Q2 2026 | 2.88% | 14,479 | $3.51M | Shares unchanged; reported value increased 13.46%, and weight changed +0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 30, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.