180 Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

180 Wealth Advisors’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	$294K	Buy	1,211 +51	+4%	+$11.9K	0.03%	386
2026 Q1	$248K	Sell	1,160 -12	-1%	-$2.63K	0.03%	402
2025 Q4	$246K	Sell	1,172 -3	-0.3%	-$620	0.03%	403
2025 Q3	$239K	Hold	1,175	–	–	0.03%	402
2025 Q2	$228K	Sell	1,175 -172	-13%	-$31.9K	0.03%	379
2025 Q1	$253K	Buy	1,347 +5	+0.4%	+$952	0.04%	345
2024 Q4	$248K	Buy	1,342 +7	+0.5%	+$1.34K	0.04%	346
2024 Q3	$253K	Hold	1,335	–	–	0.04%	363
2024 Q2	$237K	Sell	1,335 -13	-1%	-$2.27K	0.04%	367
2024 Q1	$241K	Buy	1,348 +4	+0.3%	+$677	0.04%	337
2023 Q4	$223K	Sell	1,344 -35	-3%	-$5.41K	0.04%	332
2023 Q3	$209K	Hold	1,379	–	–	0.05%	326
2023 Q2	$218K	Hold	1,379	–	–	0.05%	314
2023 Q1	$210K	Sell	1,379 -15	-1%	-$2.32K	0.05%	329
2022 Q4	$222K	Buy	+1,394	New	+$209K	0.05%	321
2022 Q3	–	Sell	-1,386	Closed	-$203K	–	375
2022 Q2	$203K	Hold	1,386	–	–	0.05%	334
2022 Q1	$232K	Hold	1,386	–	–	0.05%	325
2021 Q4	$224K	Sell	1,386 -60	-4%	-$9.83K	0.05%	330
2021 Q3	$235K	Sell	1,446 -2	-0.1%	-$321	0.05%	330
2021 Q2	$235K	Buy	1,448 +33	+2%	+$5.22K	0.05%	322
2021 Q1	$226K	Buy	+1,415	New	+$205K	0.06%	313
2020 Q1	–	Sell	-1,530	Closed	-$210K	–	244
2019 Q4	$210K	Buy	+1,530	New	+$202K	0.08%	244
2019 Q1	–	Sell	-1,708	Closed	-$216K	–	269
2018 Q4	$216K	Hold	1,708	–	–	0.1%	231
2018 Q3	$216K	Sell	1,708 -38	-2%	-$4.77K	0.1%	231
2018 Q2	$212K	Buy	1,746 +2	+0.1%	+$243	0.11%	222
2018 Q1	$208K	Sell	1,744 -336	-16%	-$41.9K	0.11%	218
2017 Q4	$259K	Buy	+2,080	New	+$252K	0.13%	186

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

180 Wealth Advisors's IWD Position: Q2 2026 in Review

180 Wealth Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 4.4% in Q2 2026, buying an estimated $11.9K and bringing the position to 1,211 shares worth $294K. The position accounts for 0.03% of the portfolio, ranked #386.

180 Wealth Advisors first reported a position in IWD in Q4 2017 and has held it in 27 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

180 Wealth Advisors held 1,211 shares of iShares Russell 1000 Value ETF worth $294K as of Q2 2026.
180 Wealth Advisors bought 51 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $11.9K.
iShares Russell 1000 Value ETF made up 0.03% of 180 Wealth Advisors's portfolio in Q2 2026, its #386 holding.
180 Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2017 and has held it in 27 quarters since.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.