Alliance Wealth Management Group’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $369K | Hold |
1,725
| – | – | 0.08% | 73 |
|
|
2025
Q4 | $363K | Hold |
1,725
| – | – | 0.08% | 73 |
|
|
2025
Q3 | $351K | Hold |
1,725
| – | – | 0.08% | 76 |
|
|
2025
Q2 | $335K | Sell |
1,725
-113
| -6% | -$20.9K | 0.09% | 70 |
|
|
2025
Q1 | $346K | Sell |
1,838
-175
| -9% | -$33.3K | 0.09% | 68 |
|
|
2024
Q4 | $373K | Sell |
2,013
-340
| -14% | -$65.2K | 0.1% | 65 |
|
|
2024
Q3 | $447K | Hold |
2,353
| – | – | 0.12% | 60 |
|
|
2024
Q2 | $411K | Hold |
2,353
| – | – | 0.12% | 59 |
|
|
2024
Q1 | $421K | Hold |
2,353
| – | – | 0.12% | 59 |
|
|
2023
Q4 | $389K | Buy |
+2,353
| New | +$363K | 0.12% | 58 |
|
|
2023
Q2 | $396K | Hold |
2,512
| – | – | 0.13% | 56 |
|
|
2023
Q1 | $382K | Hold |
2,512
| – | – | 0.13% | 56 |
|
|
2022
Q4 | $381K | Hold |
2,512
| – | – | 0.14% | 55 |
|
|
2022
Q3 | $342K | Hold |
2,512
| – | – | 0.13% | 54 |
|
|
2022
Q2 | $364K | Hold |
2,512
| – | – | 0.13% | 51 |
|
|
2022
Q1 | $417K | Hold |
2,512
| – | – | 0.14% | 52 |
|
|
2021
Q4 | $422K | Hold |
2,512
| – | – | 0.13% | 51 |
|
|
2021
Q3 | $393K | Hold |
2,512
| – | – | 0.13% | 53 |
|
|
2021
Q2 | $398K | Sell |
2,512
-114
| -4% | -$18K | 0.13% | 52 |
|
|
2021
Q1 | $398K | Hold |
2,626
| – | – | 0.15% | 46 |
|
|
2020
Q4 | $359K | Hold |
2,626
| – | – | 0.14% | 48 |
|
|
2020
Q3 | $310K | Sell |
2,626
-125
| -5% | -$14.8K | 0.13% | 51 |
|
|
2020
Q2 | $310K | Hold |
2,751
| – | – | 0.14% | 49 |
|
|
2020
Q1 | $273K | Buy |
2,751
+153
| +6% | +$19.1K | 0.15% | 47 |
|
|
2019
Q4 | $355K | Hold |
2,598
| – | – | 0.16% | 44 |
|
|
2019
Q3 | $333K | Hold |
2,598
| – | – | 0.16% | 44 |
|
|
2019
Q2 | $331K | Hold |
2,598
| – | – | 0.16% | 44 |
|
|
2019
Q1 | $321K | Hold |
2,598
| – | – | 0.17% | 44 |
|
|
2018
Q4 | $289K | Hold |
2,598
| – | – | 0.17% | 43 |
|
|
2018
Q3 | $329K | Hold |
2,598
| – | – | 0.18% | 43 |
|
|
2018
Q2 | $315K | Sell |
2,598
-2,803
| -52% | -$341K | 0.18% | 49 |
|
|
2018
Q1 | $648K | Buy |
5,401
+2,453
| +83% | +$306K | 0.3% | 45 |
|
|
2017
Q4 | $367K | Sell |
2,948
-4,784
| -62% | -$580K | 0.18% | 53 |
|
|
2017
Q3 | $922K | Buy |
7,732
+4,285
| +124% | +$499K | 0.23% | 48 |
|
|
2017
Q2 | $403K | Hold |
3,447
| – | – | 0.23% | 50 |
|
|
2017
Q1 | $398K | Sell |
3,447
-59,872
| -95% | -$6.86M | 0.23% | 51 |
|
|
2016
Q4 | $7.09M | Sell |
63,319
-4,105
| -6% | -$444K | 5.21% | 5 |
|
|
2016
Q3 | $7.11M | Sell |
67,424
-2,771
| -4% | -$292K | 5% | 7 |
|
|
2016
Q2 | $7.24M | Sell |
70,195
-1,975
| -3% | -$199K | 5.09% | 7 |
|
|
2016
Q1 | $7.13M | Sell |
72,170
-1,274
| -2% | -$119K | 6.05% | 6 |
|
|
2015
Q4 | $7.19M | Buy |
+73,444
| New | +$7.29M | 6.85% | 5 |
|
Other funds holding IWD
Alliance Wealth Management Group's IWD Position: Q1 2026 in Review
Alliance Wealth Management Group held its iShares Russell 1000 Value ETF (IWD) position steady in Q1 2026 at 1,725 shares worth $369K. The position accounts for 0.08% of the portfolio, ranked #73.
Alliance Wealth Management Group first reported a position in IWD in Q4 2015 and has held it in 41 quarters since. The position peaked at $7.24M in Q2 2016. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.
- Alliance Wealth Management Group held 1,725 shares of iShares Russell 1000 Value ETF worth $369K as of Q1 2026.
- Alliance Wealth Management Group left its iShares Russell 1000 Value ETF share count unchanged in Q1 2026.
- iShares Russell 1000 Value ETF made up 0.08% of Alliance Wealth Management Group's portfolio in Q1 2026, its #73 holding.
- Alliance Wealth Management Group first reported a position in iShares Russell 1000 Value ETF in Q4 2015 and has held it in 41 quarters since.
- Alliance Wealth Management Group's iShares Russell 1000 Value ETF position peaked at $7.24M in Q2 2016.
- 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.
Based on Alliance Wealth Management Group's 13F filing for Q1 2026, filed 29 Apr 2026.