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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

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 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. 390 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.
  • 390 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.