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

Advisor Resource Council’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
2025
Q2 		– Sell
-2,404
Closed -$354K – 380
2025
Q1 		$354K Buy
+2,404
New +$458K 0.03% 430
2024
Q4 		– Sell
-1,224
Closed -$232K – 172
2024
Q3 		$232K Buy
+1,224
New +$223K 0.1% 201
2024
Q2 		– Sell
-1,694
Closed -$286K – 136
2024
Q1 		$286K Buy
1,694
+261
+18% +$44.2K 0.12% 175
2023
Q4 		$237K Sell
1,433
-1,527
-52% -$236K 0.03% 411
2023
Q3 		$449K Sell
2,960
-165
-5% -$26.2K 0.23% 78
2023
Q2 		$493K Sell
3,125
-3,659
-54% -$559K 0.22% 78
2023
Q1 		$1.03M Buy
6,784
+1,078
+19% +$166K 0.26% 101
2022
Q4 		$865K Sell
5,706
-661
-10% -$98.9K 0.42% 51
2022
Q3 		$866K Sell
6,367
-2,514
-28% -$378K 0.59% 43
2022
Q2 		$1.29M Buy
8,881
+1,814
+26% +$284K 0.12% 169
2022
Q1 		$1.17M Sell
7,067
-1,897
-21% -$312K 0.35% 88
2021
Q4 		$1.51M Sell
8,964
-4,690
-34% -$768K 0.12% 180
2021
Q3 		$2.14M Buy
13,654
+5,765
+73% +$924K 0.65% 38
2021
Q2 		$1.25M Buy
+7,889
New +$1.25M 0.13% 174

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Advisor Resource Council's IWD Position: Q2 2025 in Review

Advisor Resource Council sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2025, closing a stake of 2,404 shares — an estimated $354K sold.

Advisor Resource Council first reported a position in IWD in Q2 2021 and held it in 14 quarters. The position peaked at $2.14M in Q3 2021. 1,734 funds tracked by Wall St. Rank hold IWD as of Q2 2025.

  • Advisor Resource Council reported no remaining iShares Russell 1000 Value ETF position as of Q2 2025 after selling out during the quarter.
  • Advisor Resource Council sold 2,404 iShares Russell 1000 Value ETF shares in Q2 2025, an estimated $354K.
  • Advisor Resource Council first reported a position in iShares Russell 1000 Value ETF in Q2 2021 and held it in 14 quarters.
  • Advisor Resource Council's iShares Russell 1000 Value ETF position peaked at $2.14M in Q3 2021.
  • 1,734 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.