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IWD icon

Advisor OS’s iShares Russell 1000 Value ETF IWD Stock Holding History

Advisor OS’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 		$1.73M Sell
7,149
-1,517
-18% -$353K 0.12% 131
2026
Q1 		$1.85M Buy
8,666
+4,864
+128% +$1.07M 0.13% 116
2025
Q4 		$800K Sell
3,802
-176,696
-98% -$36.5M 0.06% 193
2025
Q3 		$36.7M Sell
180,498
-1,192
-0.7% -$237K 3.17% 7
2025
Q2 		$35.3M Buy
181,690
+179,650
+8,806% +$33.3M 3.47% 5
2025
Q1 		$384K Sell
2,040
-1,478
-42% -$281K 0.04% 273
2024
Q4 		$651K Sell
3,518
-150
-4% -$28.8K 0.08% 177
2024
Q3 		$696K Buy
3,668
+1,607
+78% +$293K 0.07% 212
2024
Q2 		$360K Buy
2,061
+87
+4% +$15.2K 0.04% 275
2024
Q1 		$354K Hold
1,974
– – 0.04% 285
2023
Q4 		$326K Buy
1,974
+372
+23% +$57.4K 0.04% 251
2023
Q3 		$243K Buy
1,602
+9
+0.6% +$1.43K 0.04% 257
2023
Q2 		$251K Buy
1,593
+179
+13% +$27.4K 0.04% 259
2023
Q1 		$215K Buy
+1,414
New +$218K 0.05% 224
2022
Q3 		– Sell
-18,520
Closed -$2.69M – 205
2022
Q2 		$2.69M Buy
+18,520
New +$2.9M 0.78% 26

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

Advisor OS's IWD Position: Q2 2026 in Review

Advisor OS reduced its iShares Russell 1000 Value ETF (IWD) stake by 18% in Q2 2026, selling an estimated $353K and leaving 7,149 shares worth $1.73M. The position accounts for 0.12% of the portfolio, ranked #131.

Advisor OS first reported a position in IWD in Q2 2022 and has held it in 15 quarters since. The position peaked at $36.7M in Q3 2025. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Advisor OS held 7,149 shares of iShares Russell 1000 Value ETF worth $1.73M as of Q2 2026.
  • Advisor OS sold 1,517 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $353K.
  • iShares Russell 1000 Value ETF made up 0.12% of Advisor OS's portfolio in Q2 2026, its #131 holding.
  • Advisor OS first reported a position in iShares Russell 1000 Value ETF in Q2 2022 and has held it in 15 quarters since.
  • Advisor OS's iShares Russell 1000 Value ETF position peaked at $36.7M in Q3 2025.
  • 1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.