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

Allium Financial 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
Q1 		$276K Hold
1,291
– – 0.22% 60
2025
Q4 		$272K Hold
1,291
– – 0.22% 60
2025
Q3 		$263K Sell
1,291
-260
-17% -$51.7K 0.22% 64
2025
Q2 		$301K Hold
1,551
– – 0.26% 60
2025
Q1 		$292K Buy
+1,551
New +$295K 0.27% 56

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Allium Financial Advisors's IWD Position: Q1 2026 in Review

Allium Financial Advisors held its iShares Russell 1000 Value ETF (IWD) position steady in Q1 2026 at 1,291 shares worth $276K. The position accounts for 0.22% of the portfolio, ranked #60.

Allium Financial Advisors first reported a position in IWD in Q1 2025 and has held it in 5 quarters since. The position peaked at $301K in Q2 2025. 1,898 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Allium Financial Advisors held 1,291 shares of iShares Russell 1000 Value ETF worth $276K as of Q1 2026.
  • Allium Financial Advisors left its iShares Russell 1000 Value ETF share count unchanged in Q1 2026.
  • iShares Russell 1000 Value ETF made up 0.22% of Allium Financial Advisors's portfolio in Q1 2026, its #60 holding.
  • Allium Financial Advisors first reported a position in iShares Russell 1000 Value ETF in Q1 2025 and has held it in 5 quarters since.
  • Allium Financial Advisors's iShares Russell 1000 Value ETF position peaked at $301K in Q2 2025.
  • 1,898 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Allium Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.