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1834 Investment Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

1834 Investment 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 		$1M Sell
4,138
-27
-0.6% -$6.29K 0.11% 122
2026
Q1 		$890K Sell
4,165
-75
-2% -$16.4K 0.11% 122
2025
Q4 		$892K Sell
4,240
-307
-7% -$63.4K 0.11% 122
2025
Q3 		$926K Sell
4,547
-239
-5% -$47.5K 0.11% 118
2025
Q2 		$930K Buy
4,786
+1
+0% +$185 0.12% 117
2025
Q1 		$900K Sell
4,785
-1,354
-22% -$258K 0.12% 119
2024
Q4 		$1.14M Sell
6,139
-10,651
-63% -$2.04M 0.14% 103
2024
Q3 		$3.19M Sell
16,790
-187
-1% -$34.1K 0.37% 69
2024
Q2 		$2.96M Sell
16,977
-87
-0.5% -$15.2K 0.36% 73
2024
Q1 		$3.06M Sell
17,064
-204
-1% -$34.5K 0.36% 71
2023
Q4 		$2.85M Sell
17,268
-19
-0.1% -$2.93K 0.34% 68
2023
Q3 		$2.62M Buy
17,287
+178
+1% +$28.2K 0.33% 73
2023
Q2 		$2.7M Sell
17,109
-1,915
-10% -$293K 0.32% 74
2023
Q1 		$2.9M Sell
19,024
-660
-3% -$102K 0.35% 70
2022
Q4 		$2.99M Sell
19,684
-1,644
-8% -$246K 0.43% 60
2022
Q3 		$2.9M Buy
21,328
+1
+0% +$150 0.43% 58
2022
Q2 		$3.09M Buy
21,327
+424
+2% +$66.3K 0.44% 54
2022
Q1 		$3.47M Sell
20,903
-1,041
-5% -$171K 0.42% 56
2021
Q4 		$3.69M Sell
21,944
-10
-0% -$1.64K 0.42% 61
2021
Q3 		$3.44M Sell
21,954
-335
-2% -$53.7K 0.42% 61
2021
Q2 		$3.54M Sell
22,289
-56
-0.3% -$8.87K 0.43% 61
2021
Q1 		$3.39M Sell
22,345
-165
-0.7% -$23.9K 0.44% 60
2020
Q4 		$3.08M Sell
22,510
-3
-0% -$385 0.41% 61
2020
Q3 		$2.66M Hold
22,513
– – 0.39% 62
2020
Q2 		$2.54M Sell
22,513
-9
-0% -$990 0.4% 60
2020
Q1 		$2.23M Sell
22,522
-475
-2% -$59.2K 0.42% 62
2019
Q4 		$3.14M Sell
22,997
-18,545
-45% -$2.44M 0.48% 60
2019
Q3 		$5.33M Sell
41,542
-349
-0.8% -$44.4K 0.77% 47
2019
Q2 		$5.33M Buy
41,891
+451
+1% +$56.4K 0.8% 47
2019
Q1 		$5.12M Sell
41,440
-211
-0.5% -$25.4K 0.78% 50
2018
Q4 		$4.63M Buy
41,651
+663
+2% +$79.5K 0.77% 50
2018
Q3 		$5.19M Sell
40,988
-266
-0.6% -$33.4K 0.76% 54
2018
Q2 		$5.01M Sell
41,254
-85
-0.2% -$10.3K 0.78% 53
2018
Q1 		$4.96M Sell
41,339
-1,109
-3% -$138K 0.85% 43
2017
Q4 		$5.28M Hold
42,448
– – 0.83% 42
2017
Q3 		$5.03M Sell
42,448
-145
-0.3% -$16.9K 0.94% 41
2017
Q2 		$4.96M Sell
42,593
-835
-2% -$96.1K 0.93% 41
2017
Q1 		$4.99M Sell
43,428
-225
-0.5% -$25.8K 0.96% 39
2016
Q4 		$4.89M Sell
43,653
-1,800
-4% -$195K 0.99% 38
2016
Q3 		$4.8M Buy
45,453
+100
+0.2% +$10.5K 1.04% 40
2016
Q2 		$4.68M Sell
45,353
-700
-2% -$70.7K 1.02% 39
2016
Q1 		$4.55M Sell
46,053
-150
-0.3% -$14.1K 1.04% 41
2015
Q4 		$4.52M Sell
46,203
-698
-1% -$69.3K 1.06% 32
2015
Q3 		$4.38M Sell
46,901
-952
-2% -$94.5K 1.09% 29
2015
Q2 		$4.94M Sell
47,853
-100
-0.2% -$10.5K 1.35% 25
2015
Q1 		$4.94M Buy
47,953
+1,100
+2% +$114K 1.34% 23
2014
Q4 		$4.89M Buy
46,853
+1,000
+2% +$102K 1.35% 26
2014
Q3 		$4.59M Buy
45,853
+200
+0.4% +$20.3K 1.27% 29
2014
Q2 		$4.62M Sell
45,653
-986
-2% -$96.7K 1.25% 30
2014
Q1 		$4.5M Buy
46,639
+200
+0.4% +$18.7K 1.32% 24
2013
Q4 		$4.37M Buy
46,439
+425
+0.9% +$38.5K 1.28% 24
2013
Q3 		$3.97M Sell
46,014
-104
-0.2% -$9.03K 1.3% 27
2013
Q2 		$3.86M Buy
+46,118
New +$3.84M 1.33% 25

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

1834 Investment Advisors's IWD Position: Q2 2026 in Review

1834 Investment Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.65% in Q2 2026, selling an estimated $6.29K and leaving 4,138 shares worth $1M. The position accounts for 0.11% of the portfolio, ranked #122.

1834 Investment Advisors first reported a position in IWD in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.33M in Q2 2019. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • 1834 Investment Advisors held 4,138 shares of iShares Russell 1000 Value ETF worth $1M as of Q2 2026.
  • 1834 Investment Advisors sold 27 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $6.29K.
  • iShares Russell 1000 Value ETF made up 0.11% of 1834 Investment Advisors's portfolio in Q2 2026, its #122 holding.
  • 1834 Investment Advisors first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 53 quarters since.
  • 1834 Investment Advisors's iShares Russell 1000 Value ETF position peaked at $5.33M in Q2 2019.
  • 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on 1834 Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.