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

Aaron 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	$4.31M	Hold	17,773	–	–	0.22%	58
2026 Q1	$3.8M	Sell	17,773 -156	-0.9%	-$34.2K	0.22%	56
2025 Q4	$3.77M	Hold	17,929	–	–	0.21%	60
2025 Q3	$3.65M	Hold	17,929	–	–	0.22%	54
2025 Q2	$3.48M	Hold	17,929	–	–	0.36%	43
2025 Q1	$3.37M	Sell	17,929 -2,748	-13%	-$523K	0.39%	36
2024 Q4	$3.83M	Buy	20,677 +3,930	+23%	+$754K	0.44%	36
2024 Q3	$3.18M	Hold	16,747	–	–	0.38%	38
2024 Q2	$2.92M	Buy	16,747 +7,154	+75%	+$1.25M	0.41%	37
2024 Q1	$1.72M	Hold	9,593	–	–	0.25%	60
2023 Q4	$1.59M	Sell	9,593 -100	-1%	-$15.4K	0.26%	52
2023 Q3	$1.47M	Hold	9,693	–	–	0.19%	72
2023 Q2	$1.53M	Hold	9,693	–	–	0.2%	75
2023 Q1	$1.48M	Sell	9,693 -282	-3%	-$43.5K	0.2%	77
2022 Q4	$1.51M	Buy	9,975 +6,464	+184%	+$968K	0.22%	74
2022 Q3	$477K	Sell	3,511 -521	-13%	-$78.3K	0.09%	115
2022 Q2	$584K	Buy	4,032 +3,062	+316%	+$479K	0.15%	92
2022 Q1	$161K	Buy	+970	New	+$159K	0.04%	214

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

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

Aaron Wealth Advisors held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 17,773 shares worth $4.31M. The position accounts for 0.22% of the portfolio, ranked #58.

Aaron Wealth Advisors first reported a position in IWD in Q1 2022 and has held it in 18 quarters since. 1,975 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Aaron Wealth Advisors held 17,773 shares of iShares Russell 1000 Value ETF worth $4.31M as of Q2 2026.
Aaron Wealth Advisors left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.22% of Aaron Wealth Advisors's portfolio in Q2 2026, its #58 holding.
Aaron Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q1 2022 and has held it in 18 quarters since.
1,975 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.