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

Alpha Financial Partners’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	$281K	Buy	1,158 +4	+0.3%	+$932	0.15%	86
2026 Q1	$247K	Sell	1,154 -27	-2%	-$5.91K	0.15%	87
2025 Q4	$248K	Buy	1,181 +6	+0.5%	+$1.24K	0.15%	83
2025 Q3	$239K	Sell	1,175 -5	-0.4%	-$995	0.16%	74
2025 Q2	$229K	Sell	1,180 -31	-3%	-$5.74K	0.17%	78
2025 Q1	$228K	Sell	1,211 -5	-0.4%	-$952	0.18%	73
2024 Q4	$225K	Buy	+1,216	New	+$233K	0.18%	72
2024 Q3	–	Sell	-1,193	Closed	-$208K	–	126
2024 Q2	$208K	Buy	+1,193	New	+$209K	0.18%	69

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 Partners's IWD Position: Q2 2026 in Review

Alpha Financial Partners increased its iShares Russell 1000 Value ETF (IWD) stake by 0.35% in Q2 2026, buying an estimated $932 and bringing the position to 1,158 shares worth $281K. The position accounts for 0.15% of the portfolio, ranked #86.

Alpha Financial Partners first reported a position in IWD in Q2 2024 and has held it in 8 quarters since. 1,980 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Alpha Financial Partners held 1,158 shares of iShares Russell 1000 Value ETF worth $281K as of Q2 2026.
Alpha Financial Partners bought 4 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $932.
iShares Russell 1000 Value ETF made up 0.15% of Alpha Financial Partners's portfolio in Q2 2026, its #86 holding.
Alpha Financial Partners first reported a position in iShares Russell 1000 Value ETF in Q2 2024 and has held it in 8 quarters since.
1,980 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Alpha Financial Partners's 13F filing for Q2 2026, filed 11 Aug 2026.