Advocacy Wealth Management Services’s iShares Russell 1000 Value ETF IWD Stock Holding History

Advocacy Wealth Management Services’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	$2.71M	Hold	11,180	–	–	0.1%	74
2026 Q1	$2.39M	Hold	11,180	–	–	0.11%	71
2025 Q4	$2.35M	Hold	11,180	–	–	0.1%	77
2025 Q3	$2.28M	Buy	+11,180	New	+$2.22M	0.1%	74
2017 Q3	–	Sell	-811	Closed	-$94K	–	274
2017 Q2	$94K	Buy	+811	New	+$93.3K	0.03%	50

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

Advocacy Wealth Management Services's IWD Position: Q2 2026 in Review

Advocacy Wealth Management Services held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 11,180 shares worth $2.71M. The position accounts for 0.1% of the portfolio, ranked #74.

Advocacy Wealth Management Services first reported a position in IWD in Q2 2017 and has held it in 5 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Advocacy Wealth Management Services held 11,180 shares of iShares Russell 1000 Value ETF worth $2.71M as of Q2 2026.
Advocacy Wealth Management Services left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.1% of Advocacy Wealth Management Services's portfolio in Q2 2026, its #74 holding.
Advocacy Wealth Management Services first reported a position in iShares Russell 1000 Value ETF in Q2 2017 and has held it in 5 quarters since.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.