Advyzon Investment Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Advyzon Investment Management’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	$677K	Buy	2,794 +692	+33%	+$161K	0.05%	371
2026 Q1	$449K	Buy	2,102 +1,024	+95%	+$224K	0.04%	438
2025 Q4	$227K	Hold	1,078	–	–	0.03%	529
2025 Q3	$219K	Sell	1,078 -6	-0.6%	-$1.19K	0.04%	419
2025 Q2	$211K	Buy	1,084 +439	+68%	+$81.3K	0.05%	357
2025 Q1	$121K	Buy	+645	New	+$123K	0.04%	274

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

Advyzon Investment Management's IWD Position: Q2 2026 in Review

Advyzon Investment Management increased its iShares Russell 1000 Value ETF (IWD) stake by 33% in Q2 2026, buying an estimated $161K and bringing the position to 2,794 shares worth $677K. The position accounts for 0.05% of the portfolio, ranked #371.

Advyzon Investment Management first reported a position in IWD in Q1 2025 and has held it in 6 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Advyzon Investment Management held 2,794 shares of iShares Russell 1000 Value ETF worth $677K as of Q2 2026.
Advyzon Investment Management bought 692 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $161K.
iShares Russell 1000 Value ETF made up 0.05% of Advyzon Investment Management's portfolio in Q2 2026, its #371 holding.
Advyzon Investment Management first reported a position in iShares Russell 1000 Value ETF in Q1 2025 and has held it in 6 quarters since.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.