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

American 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	$1.64M	Sell	6,752 -30	-0.4%	-$6.99K	0.2%	53
2026 Q1	$1.45M	Buy	6,782 +6	+0.1%	+$1.31K	0.19%	53
2025 Q4	$1.43M	Sell	6,776 -216	-3%	-$44.6K	0.18%	57
2025 Q3	$1.42M	Sell	6,992 -1,025	-13%	-$204K	0.18%	55
2025 Q2	$1.56M	Sell	8,017 -34	-0.4%	-$6.3K	0.22%	50
2025 Q1	$1.51M	Buy	8,051 +505	+7%	+$96.2K	0.22%	51
2024 Q4	$1.4M	Sell	7,546 -526	-7%	-$101K	0.2%	53
2024 Q3	$1.53M	Sell	8,072 -121	-1%	-$22K	0.21%	50
2024 Q2	$1.43M	Buy	8,193 +28	+0.3%	+$4.9K	0.2%	50
2024 Q1	$1.46M	Sell	8,165 -141	-2%	-$23.9K	0.21%	50
2023 Q4	$1.37M	Buy	8,306 +19	+0.2%	+$2.93K	0.2%	47
2023 Q3	$1.26M	Hold	8,287	–	–	0.2%	52
2023 Q2	$1.31M	Sell	8,287 -296	-3%	-$45.3K	0.2%	53
2023 Q1	$1.31M	Sell	8,583 -67	-0.8%	-$10.3K	0.21%	49
2022 Q4	$1.31M	Sell	8,650 -38	-0.4%	-$5.69K	0.22%	48
2022 Q3	$1.18M	Sell	8,688 -108	-1%	-$16.2K	0.2%	46
2022 Q2	$1.27M	Buy	8,796 +17	+0.2%	+$2.66K	0.34%	28
2022 Q1	$1.46M	Sell	8,779 -167	-2%	-$27.4K	0.2%	49
2021 Q4	$1.5M	Sell	8,946 -819	-8%	-$134K	0.19%	47
2021 Q3	$1.53M	Sell	9,765 -31	-0.3%	-$4.97K	0.2%	48
2021 Q2	$1.55M	Sell	9,796 -32	-0.3%	-$5.07K	0.21%	50
2021 Q1	$1.49M	Sell	9,828 -199	-2%	-$28.8K	0.22%	49
2020 Q4	$1.37M	Sell	10,027 -231	-2%	-$29.6K	0.2%	51
2020 Q3	$1.21M	Buy	10,258 +44	+0.4%	+$5.22K	0.2%	52
2020 Q2	$1.2M	Buy	10,214 +8	+0.1%	+$880	0.19%	50
2020 Q1	$1.12M	Sell	10,206 -654	-6%	-$81.5K	0.2%	51
2019 Q4	$1.39M	Sell	10,860 -900	-8%	-$119K	0.24%	43
2019 Q3	$1.51M	Sell	11,760 -1,408	-11%	-$179K	0.29%	40
2019 Q2	$1.68M	Sell	13,168 -835	-6%	-$105K	0.33%	40
2019 Q1	$1.73M	Sell	14,003 -1,556	-10%	-$187K	0.35%	40
2018 Q4	$1.73M	Buy	+15,559	New	+$1.86M	0.38%	35

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

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

American Financial Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.44% in Q2 2026, selling an estimated $6.99K and leaving 6,752 shares worth $1.64M. The position accounts for 0.2% of the portfolio, ranked #53.

American Financial Advisors first reported a position in IWD in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.73M in Q1 2019. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

American Financial Advisors held 6,752 shares of iShares Russell 1000 Value ETF worth $1.64M as of Q2 2026.
American Financial Advisors sold 30 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $6.99K.
iShares Russell 1000 Value ETF made up 0.2% of American Financial Advisors's portfolio in Q2 2026, its #53 holding.
American Financial Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2018 and has held it in 31 quarters since.
American Financial Advisors's iShares Russell 1000 Value ETF position peaked at $1.73M in Q1 2019.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on American Financial Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.