Advisory Resource Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Advisory Resource Group’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	$2.43M	Sell	10,034 -119	-1%	-$27.7K	0.37%	65
2026 Q1	$2.17M	Buy	10,153 +409	+4%	+$89.6K	0.37%	53
2025 Q4	$2.05M	Sell	9,744 -449	-4%	-$92.7K	0.36%	59
2025 Q3	$2.08M	Buy	10,193 +2,380	+30%	+$473K	0.37%	57
2025 Q2	$1.52M	Buy	7,813 +515	+7%	+$95.4K	0.29%	73
2025 Q1	$1.37M	Sell	7,298 -278	-4%	-$52.9K	0.28%	74
2024 Q4	$1.4M	Sell	7,576 -27,747	-79%	-$5.32M	0.3%	69
2024 Q3	$6.7M	Buy	35,323 +2,220	+7%	+$404K	1.43%	16
2024 Q2	$5.78M	Buy	33,103 +5,641	+21%	+$986K	1.3%	17
2024 Q1	$4.92M	Buy	27,462 +1,551	+6%	+$262K	1.13%	17
2023 Q4	$4.28M	Buy	25,911 +749	+3%	+$116K	1.07%	18
2023 Q3	$3.82M	Buy	25,162 +1,026	+4%	+$163K	1.03%	16
2023 Q2	$3.81M	Sell	24,136 -311	-1%	-$47.5K	1.04%	17
2023 Q1	$3.72M	Buy	24,447 +1,674	+7%	+$259K	1.04%	16
2022 Q4	$3.45M	Buy	22,773 +677	+3%	+$101K	1.03%	15
2022 Q3	$3M	Sell	22,096 -294	-1%	-$44.2K	0.99%	18
2022 Q2	$3.25M	Buy	+22,390	New	+$3.5M	1.06%	16
2021 Q3	–	Sell	-13,182	Closed	-$2.09M	–	148
2021 Q2	$2.09M	Buy	13,182 +9	+0.1%	+$1.43K	0.84%	35
2021 Q1	$2M	Buy	13,173 +159	+1%	+$23K	0.93%	24
2020 Q4	$1.78M	Sell	13,014 -1,006	-7%	-$129K	0.88%	27
2020 Q3	$1.66M	Buy	14,020 +858	+7%	+$102K	0.97%	23
2020 Q2	$1.48M	Buy	13,162 +2,820	+27%	+$310K	0.91%	21
2020 Q1	$1.03M	Buy	10,342 +3,004	+41%	+$374K	0.78%	33
2019 Q4	$1M	Buy	7,338 +3,338	+83%	+$440K	0.56%	36
2019 Q3	$513K	Buy	+4,000	New	+$508K	0.28%	49

Other funds holding IWD

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

BWCS

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

SAS

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

Advisory Resource Group's IWD Position: Q2 2026 in Review

Advisory Resource Group reduced its iShares Russell 1000 Value ETF (IWD) stake by 1.2% in Q2 2026, selling an estimated $27.7K and leaving 10,034 shares worth $2.43M. The position accounts for 0.37% of the portfolio, ranked #65.

Advisory Resource Group first reported a position in IWD in Q3 2019 and has held it in 25 quarters since. The position peaked at $6.7M in Q3 2024. 445 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Advisory Resource Group held 10,034 shares of iShares Russell 1000 Value ETF worth $2.43M as of Q2 2026.
Advisory Resource Group sold 119 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $27.7K.
iShares Russell 1000 Value ETF made up 0.37% of Advisory Resource Group's portfolio in Q2 2026, its #65 holding.
Advisory Resource Group first reported a position in iShares Russell 1000 Value ETF in Q3 2019 and has held it in 25 quarters since.
Advisory Resource Group's iShares Russell 1000 Value ETF position peaked at $6.7M in Q3 2024.
445 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Advisory Resource Group's 13F filing for Q2 2026, filed 14 Jul 2026.