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

Alpha 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 Q2	$971K	Hold	4,003	–	–	0.25%	31
2026 Q1	$855K	Hold	4,003	–	–	0.26%	26
2025 Q4	$842K	Hold	4,003	–	–	0.26%	25
2025 Q3	$815K	Sell	4,003 -43	-1%	-$8.55K	0.29%	24
2025 Q2	$786K	Buy	4,046 +26	+0.6%	+$4.82K	0.3%	23
2025 Q1	$756K	Hold	4,020	–	–	0.34%	18
2024 Q4	$744K	Sell	4,020 -177	-4%	-$34K	0.34%	18
2024 Q3	$797K	Hold	4,197	–	–	0.35%	17
2024 Q2	$732K	Hold	4,197	–	–	0.35%	17
2024 Q1	$752K	Hold	4,197	–	–	0.35%	17
2023 Q4	$694K	Hold	4,197	–	–	0.35%	17
2023 Q3	$637K	Hold	4,197	–	–	0.4%	18
2023 Q2	$662K	Hold	4,197	–	–	0.41%	18
2023 Q1	$639K	Hold	4,197	–	–	0.44%	19
2022 Q4	$637K	Buy	+4,197	New	+$628K	0.55%	18

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Alpha Financial Advisors's IWD Position: Q2 2026 in Review

Alpha Financial Advisors held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 4,003 shares worth $971K. The position accounts for 0.25% of the portfolio, ranked #31.

Alpha Financial Advisors first reported a position in IWD in Q4 2022 and has held it in 15 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Alpha Financial Advisors held 4,003 shares of iShares Russell 1000 Value ETF worth $971K as of Q2 2026.
Alpha Financial Advisors left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.25% of Alpha Financial Advisors's portfolio in Q2 2026, its #31 holding.
Alpha Financial Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2022 and has held it in 15 quarters since.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Alpha Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.