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
Q2 | $406K | Sell |
1,675
-50
| -3% | -$11.6K | 0.08% | 71 |
|
|
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: Q2 2026 in Review
Alliance Wealth Management Group reduced its iShares Russell 1000 Value ETF (IWD) stake by 2.9% in Q2 2026, selling an estimated $11.6K and leaving 1,675 shares worth $406K. The position accounts for 0.08% of the portfolio, ranked #71.
Alliance Wealth Management Group first reported a position in IWD in Q4 2015 and has held it in 42 quarters since. The position peaked at $7.24M in Q2 2016. 1,977 funds tracked by Wall St. Rank hold IWD as of Q2 2026.
- Alliance Wealth Management Group held 1,675 shares of iShares Russell 1000 Value ETF worth $406K as of Q2 2026.
- Alliance Wealth Management Group sold 50 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $11.6K.
- iShares Russell 1000 Value ETF made up 0.08% of Alliance Wealth Management Group's portfolio in Q2 2026, its #71 holding.
- Alliance Wealth Management Group first reported a position in iShares Russell 1000 Value ETF in Q4 2015 and has held it in 42 quarters since.
- Alliance Wealth Management Group's iShares Russell 1000 Value ETF position peaked at $7.24M in Q2 2016.
- 1,977 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.
Based on Alliance Wealth Management Group's 13F filing for Q2 2026, filed 4 Aug 2026.