AWA
IWD icon

Alta Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Alta Wealth 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 		$5.71M Sell
23,549
-830
-3% -$193K 1.55% 13
2026
Q1 		$5.21M Sell
24,379
-285
-1% -$62.4K 1.69% 10
2025
Q4 		$5.19M Sell
24,664
-599
-2% -$124K 1.73% 12
2025
Q3 		$5.14M Buy
25,263
+106
+0.4% +$21.1K 1.84% 11
2025
Q2 		$4.89M Buy
25,157
+116
+0.5% +$21.5K 2.31% 10
2025
Q1 		$4.71M Sell
25,041
-514
-2% -$97.9K 2.16% 8
2024
Q4 		$4.73M Buy
25,555
+627
+3% +$120K 2.07% 9
2024
Q3 		$4.73M Buy
24,928
+457
+2% +$83.3K 2.16% 10
2024
Q2 		$4.27M Buy
24,471
+462
+2% +$80.8K 2.13% 10
2024
Q1 		$4.3M Buy
24,009
+197
+0.8% +$33.3K 2.19% 9
2023
Q4 		$3.93M Sell
23,812
-3,446
-13% -$532K 2.2% 8
2023
Q3 		$4.14M Buy
27,258
+456
+2% +$72.3K 2.54% 7
2023
Q2 		$4.23M Buy
26,802
+4
+0% +$612 2.48% 8
2023
Q1 		$4.08M Buy
26,798
+7
+0% +$1.08K 2.57% 8
2022
Q4 		$4.06M Sell
26,791
-777
-3% -$116K 2.74% 7
2022
Q3 		$3.75M Buy
27,568
+157
+0.6% +$23.6K 2.68% 8
2022
Q2 		$3.97M Buy
27,411
+1,125
+4% +$176K 2.75% 7
2022
Q1 		$4.36M Sell
26,286
-712
-3% -$117K 2.59% 8
2021
Q4 		$4.53M Sell
26,998
-250
-0.9% -$41K 2.79% 8
2021
Q3 		$4.26M Buy
27,248
+118
+0.4% +$18.9K 3.1% 5
2021
Q2 		$4.3M Sell
27,130
-202
-0.7% -$32K 3.15% 3
2021
Q1 		$4.14M Buy
27,332
+258
+1% +$37.3K 3.46% 3
2020
Q4 		$3.7M Buy
+27,074
New +$3.47M 3.11% 4

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Alta Wealth Advisors's IWD Position: Q2 2026 in Review

Alta Wealth Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 3.4% in Q2 2026, selling an estimated $193K and leaving 23,549 shares worth $5.71M. The position accounts for 1.55% of the portfolio, ranked #13.

Alta Wealth Advisors first reported a position in IWD in Q4 2020 and has held it in 23 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Alta Wealth Advisors held 23,549 shares of iShares Russell 1000 Value ETF worth $5.71M as of Q2 2026.
  • Alta Wealth Advisors sold 830 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $193K.
  • iShares Russell 1000 Value ETF made up 1.55% of Alta Wealth Advisors's portfolio in Q2 2026, its #13 holding.
  • Alta Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Alta Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.