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

Advocate 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	$214K	Buy	+884	New	+$206K	0.03%	121

Other funds holding IWD

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

WPW

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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

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

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 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

Advocate Group's IWD Position: Q2 2026 in Review

Advocate Group opened a new position in iShares Russell 1000 Value ETF (IWD) in Q2 2026: 884 shares worth $214K. The stake represents 0.03% of the portfolio and ranks #121 among its holdings.

1,000 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Advocate Group held 884 shares of iShares Russell 1000 Value ETF worth $214K as of Q2 2026.
iShares Russell 1000 Value ETF was a new Advocate Group position in Q2 2026.
iShares Russell 1000 Value ETF made up 0.03% of Advocate Group's portfolio in Q2 2026, its #121 holding.
1,000 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Advocate Group's 13F filing for Q2 2026, filed 17 Jul 2026.