AIFAIM
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American Institute for Advanced Investment Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

American Institute for Advanced Investment Management’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 		$7.57M Sell
31,216
-321
-1% -$74.8K 4.37% 2
2026
Q1 		$6.74M Buy
31,537
+7
+0% +$1.53K 4.37% 2
2025
Q4 		$6.63M Sell
31,530
-539
-2% -$111K 4.26% 2
2025
Q3 		$6.53M Sell
32,069
-1,624
-5% -$323K 4.28% 2
2025
Q2 		$6.54M Buy
33,693
+398
+1% +$73.7K 4.63% 2
2025
Q1 		$6.26M Buy
33,295
+475
+1% +$90.5K 4.78% 2
2024
Q4 		$6.08M Sell
32,820
-734
-2% -$141K 4.53% 3
2024
Q3 		$6.37M Sell
33,554
-402
-1% -$73.2K 4.56% 2
2024
Q2 		$5.92M Sell
33,956
-55
-0.2% -$9.62K 4.54% 2
2024
Q1 		$6.09M Sell
34,011
-136
-0.4% -$23K 4.82% 2
2023
Q4 		$5.64M Buy
34,147
+76
+0.2% +$11.7K 4.98% 2
2023
Q3 		$5.17M Buy
34,071
+923
+3% +$146K 4.79% 2
2023
Q2 		$5.23M Buy
33,148
+1,343
+4% +$205K 4.58% 4
2023
Q1 		$4.84M Sell
31,805
-1,879
-6% -$290K 5.16% 3
2022
Q4 		$5.11M Sell
33,684
-604
-2% -$90.4K 4.67% 3
2022
Q3 		$4.66M Buy
34,288
+910
+3% +$137K 4.36% 3
2022
Q2 		$4.84M Sell
33,378
-279
-0.8% -$43.6K 4.24% 3
2022
Q1 		$5.59M Buy
33,657
+1,536
+5% +$252K 4.05% 3
2021
Q4 		$5.39M Sell
32,121
-674
-2% -$110K 3.63% 4
2021
Q3 		$5.13M Buy
32,795
+1,339
+4% +$215K 3.64% 3
2021
Q2 		$4.99M Buy
31,456
+1,491
+5% +$236K 3.52% 3
2021
Q1 		$4.54M Buy
29,965
+4,226
+16% +$611K 3.47% 5
2020
Q4 		$3.52M Buy
25,739
+2,774
+12% +$356K 2.83% 6
2020
Q3 		$2.71M Buy
22,965
+1,387
+6% +$164K 2.44% 9
2020
Q2 		$2.43M Sell
21,578
-1,945
-8% -$214K 2.29% 12
2020
Q1 		$2.33M Buy
23,523
+170
+0.7% +$21.2K 2.53% 11
2019
Q4 		$3.19M Buy
+23,353
New +$3.08M 3.08% 6

Other funds holding IWD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
7WCP
71 West Capital Partners Boston, Massachusetts $2.89B AUM
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

American Institute for Advanced Investment Management's IWD Position: Q2 2026 in Review

American Institute for Advanced Investment Management reduced its iShares Russell 1000 Value ETF (IWD) stake by 1% in Q2 2026, selling an estimated $74.8K and leaving 31,216 shares worth $7.57M. The position accounts for 4.37% of the portfolio, ranked #2.

American Institute for Advanced Investment Management first reported a position in IWD in Q4 2019 and has held it in 27 quarters since. 1,426 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • American Institute for Advanced Investment Management held 31,216 shares of iShares Russell 1000 Value ETF worth $7.57M as of Q2 2026.
  • American Institute for Advanced Investment Management sold 321 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $74.8K.
  • iShares Russell 1000 Value ETF made up 4.37% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #2 holding.
  • American Institute for Advanced Investment Management first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,426 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.