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Alliance Wealth Advisors (Pennsylvania)’s iShares Russell 1000 Value ETF IWD Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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 		$295K Hold
1,218
– – 0.1% 132
2026
Q1 		$260K Hold
1,218
– – 0.11% 135
2025
Q4 		$256K Hold
1,218
– – 0.11% 138
2025
Q3 		$248K Sell
1,218
-77
-6% -$15.3K 0.11% 139
2025
Q2 		$252K Sell
1,295
-50
-4% -$9.26K 0.13% 129
2025
Q1 		$253K Hold
1,345
– – 0.14% 123
2024
Q4 		$249K Sell
1,345
-150
-10% -$28.8K 0.14% 128
2024
Q3 		$284K Hold
1,495
– – 0.16% 119
2024
Q2 		$261K Hold
1,495
– – 0.16% 120
2024
Q1 		$268K Sell
1,495
-176
-11% -$29.8K 0.17% 119
2023
Q4 		$276K Hold
1,671
– – 0.18% 106
2023
Q3 		$254K Hold
1,671
– – 0.18% 108
2023
Q2 		$264K Hold
1,671
– – 0.19% 109
2023
Q1 		$254K Hold
1,671
– – 0.19% 103
2022
Q4 		$253K Hold
1,671
– – 0.21% 95
2022
Q3 		$227K Hold
1,671
– – 0.21% 93
2022
Q2 		$242K Sell
1,671
-220
-12% -$34.4K 0.21% 93
2022
Q1 		$314K Buy
1,891
+163
+9% +$26.8K 0.26% 87
2021
Q4 		$290K Buy
1,728
+176
+11% +$28.8K 0.24% 90
2021
Q3 		$243K Buy
+1,552
New +$249K 0.22% 93

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania)'s IWD Position: Q2 2026 in Review

Alliance Wealth Advisors (Pennsylvania) held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 1,218 shares worth $295K. The position accounts for 0.1% of the portfolio, ranked #132.

Alliance Wealth Advisors (Pennsylvania) first reported a position in IWD in Q3 2021 and has held it in 20 quarters since. The position peaked at $314K in Q1 2022. 1,980 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Alliance Wealth Advisors (Pennsylvania) held 1,218 shares of iShares Russell 1000 Value ETF worth $295K as of Q2 2026.
  • Alliance Wealth Advisors (Pennsylvania) left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Value ETF made up 0.1% of Alliance Wealth Advisors (Pennsylvania)'s portfolio in Q2 2026, its #132 holding.
  • Alliance Wealth Advisors (Pennsylvania) first reported a position in iShares Russell 1000 Value ETF in Q3 2021 and has held it in 20 quarters since.
  • Alliance Wealth Advisors (Pennsylvania)'s iShares Russell 1000 Value ETF position peaked at $314K in Q1 2022.
  • 1,980 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 9 Jul 2026.