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

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T 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

Advisors Preferred's IWD Position: Q2 2026 in Review

Advisors Preferred sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2026, closing a stake of 12,998 shares — an estimated $2.78M sold.

Advisors Preferred first reported a position in IWD in Q4 2015 and held it in 16 quarters. The position peaked at $70.6M in Q4 2021. 1,980 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Advisors Preferred reported no remaining iShares Russell 1000 Value ETF position as of Q2 2026 after selling out during the quarter.
Advisors Preferred sold 12,998 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $2.78M.
Advisors Preferred first reported a position in iShares Russell 1000 Value ETF in Q4 2015 and held it in 16 quarters.
Advisors Preferred's iShares Russell 1000 Value ETF position peaked at $70.6M in Q4 2021.
1,980 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Advisors Preferred's 13F filing for Q2 2026, filed 11 Aug 2026.