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

Advisors Preferred’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 Q3	$12.1M	Buy	+48,388	New	+$12.2M	1.32%	18
2026 Q2	–	Sell	-12,998	Closed	-$2.78M	–	273
2026 Q1	$2.78M	Sell	12,998 -67,085	-84%	-$14.7M	0.41%	56
2025 Q4	$17M	Buy	+80,083	New	+$16.5M	2.77%	7
2025 Q2	–	Sell	-86,743	Closed	-$16.3M	–	248
2025 Q1	$16.3M	Buy	+86,743	New	+$16.5M	2.19%	9
2023 Q4	–	Sell	-37,225	Closed	-$5.59M	–	260
2023 Q3	$5.59M	Buy	+37,225	New	+$5.9M	1.81%	12
2023 Q1	–	Sell	-42,543	Closed	-$6.45M	–	232
2022 Q4	$6.45M	Sell	42,543 -15,445	-27%	-$2.31M	2.75%	6
2022 Q3	$8.1M	Sell	57,988 -2,949	-5%	-$443K	4.15%	3
2022 Q2	$8.83M	Sell	60,937 -238,441	-80%	-$37.3M	2.3%	10
2022 Q1	$49.9M	Sell	299,378 -118,192	-28%	-$19.4M	4.02%	8
2021 Q4	$70.6M	Buy	417,570 +241,316	+137%	+$39.5M	6.86%	4
2021 Q3	$27.9M	Sell	176,254 -2,076	-1%	-$333K	3.88%	5
2021 Q2	$28.5M	Sell	178,330 -116,191	-39%	-$18.4M	2.82%	12
2021 Q1	$45M	Buy	+294,521	New	+$42.6M	6.42%	6
2019 Q4	–	Sell	-189,820	Closed	-$24.3M	–	277
2019 Q3	$24.3M	Buy	+189,820	New	+$24.1M	6.09%	7
2019 Q2	–	Sell	-168,672	Closed	-$20.8M	–	247
2019 Q1	$20.8M	Buy	168,672 +132,984	+373%	+$16M	6.59%	7
2018 Q4	$3.96M	Buy	+35,688	New	+$4.28M	4.8%	6
2016 Q1	–	Sell	-99,942	Closed	-$9.9M	–	239
2015 Q4	$9.9M	Buy	+99,942	New	+$9.9M	5.37%	7

Other funds holding IWD

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

71 West Capital Partners Boston, Massachusetts $3.06B AUM 23.06% 1-Year Est. Return

Advisors Preferred's IWD Position: Q3 2026 in Review

Advisors Preferred opened a new position in iShares Russell 1000 Value ETF (IWD) in Q3 2026: 48,388 shares worth $12.1M. The stake represents 1.32% of the portfolio and ranks #18 among its holdings. This is a return to the name: Advisors Preferred previously reported a position in IWD as recently as Q1 2026.

Advisors Preferred first reported a position in IWD in Q4 2015 and has held it in 17 quarters since. The position peaked at $70.6M in Q4 2021. 1,450 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

Advisors Preferred held 48,388 shares of iShares Russell 1000 Value ETF worth $12.1M as of Q3 2026.
iShares Russell 1000 Value ETF was a new Advisors Preferred position in Q3 2026.
iShares Russell 1000 Value ETF made up 1.32% of Advisors Preferred's portfolio in Q3 2026, its #18 holding.
Advisors Preferred first reported a position in iShares Russell 1000 Value ETF in Q4 2015 and has held it in 17 quarters since.
Advisors Preferred's iShares Russell 1000 Value ETF position peaked at $70.6M in Q4 2021.
1,450 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Advisors Preferred's 13F filing for Q3 2026, filed 9 Nov 2026.