Aire Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Aire Advisors’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	$662K	Buy	2,730 +1	+0%	+$233	0.11%	100
2026 Q1	$583K	Buy	2,729 +2	+0.1%	+$438	0.11%	96
2025 Q4	$574K	Buy	2,727 +1	+0%	+$207	0.1%	94
2025 Q3	$555K	Buy	2,726 +2	+0.1%	+$398	0.1%	100
2025 Q2	$529K	Buy	2,724 +2	+0.1%	+$370	0.1%	100
2025 Q1	$512K	Buy	2,722 +1	+0%	+$190	0.11%	96
2024 Q4	$504K	Buy	2,721 +2	+0.1%	+$384	0.1%	102
2024 Q3	$516K	Buy	2,719 +14	+0.5%	+$2.55K	0.11%	93
2024 Q2	$472K	Buy	2,705 +13	+0.5%	+$2.27K	0.11%	94
2024 Q1	$482K	Buy	2,692 +12	+0.4%	+$2.03K	0.11%	94
2023 Q4	$443K	Sell	2,680 -1,088	-29%	-$168K	0.11%	96
2023 Q3	$572K	Sell	3,768 -61	-2%	-$9.68K	0.15%	78
2023 Q2	$604K	Sell	3,829 -105	-3%	-$16.1K	0.16%	79
2023 Q1	$599K	Sell	3,934 -250	-6%	-$38.6K	0.17%	76
2022 Q4	$628K	Sell	4,184 -311	-7%	-$46.6K	0.19%	70
2022 Q3	$611K	Buy	4,495 +271	+6%	+$40.7K	0.21%	70
2022 Q2	$612K	Buy	4,224 +81	+2%	+$12.7K	0.22%	67
2022 Q1	$688K	Buy	4,143 +367	+10%	+$60.3K	0.25%	58
2021 Q4	$632K	Buy	+3,776	New	+$619K	0.27%	48

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

Aire Advisors's IWD Position: Q2 2026 in Review

Aire Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 0.04% in Q2 2026, buying an estimated $233 and bringing the position to 2,730 shares worth $662K. The position accounts for 0.11% of the portfolio, ranked #100.

Aire Advisors first reported a position in IWD in Q4 2021 and has held it in 19 quarters since. The position peaked at $688K in Q1 2022. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Aire Advisors held 2,730 shares of iShares Russell 1000 Value ETF worth $662K as of Q2 2026.
Aire Advisors bought 1 iShares Russell 1000 Value ETF share in Q2 2026, an estimated $233.
iShares Russell 1000 Value ETF made up 0.11% of Aire Advisors's portfolio in Q2 2026, its #100 holding.
Aire Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and has held it in 19 quarters since.
Aire Advisors's iShares Russell 1000 Value ETF position peaked at $688K in Q1 2022.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Aire Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.