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 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	-$9.87M	–	239
2015 Q4	$9.87M	Buy	+99,942	New	+$9.92M	5.37%	7

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Advisors Preferred's IWD Position: Q1 2026 in Review

Advisors Preferred reduced its iShares Russell 1000 Value ETF (IWD) stake by 84% in Q1 2026, selling an estimated $14.7M and leaving 12,998 shares worth $2.78M. The position accounts for 0.41% of the portfolio, ranked #56.

Advisors Preferred first reported a position in IWD in Q4 2015 and has held it in 16 quarters since. The position peaked at $70.6M in Q4 2021. 1,900 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Advisors Preferred held 12,998 shares of iShares Russell 1000 Value ETF worth $2.78M as of Q1 2026.
Advisors Preferred sold 67,085 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $14.7M.
iShares Russell 1000 Value ETF made up 0.41% of Advisors Preferred's portfolio in Q1 2026, its #56 holding.
Advisors Preferred first reported a position in iShares Russell 1000 Value ETF in Q4 2015 and has held it in 16 quarters since.
Advisors Preferred's iShares Russell 1000 Value ETF position peaked at $70.6M in Q4 2021.
1,900 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Advisors Preferred's 13F filing for Q1 2026, filed 5 May 2026.