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

Americana 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	$51.8M	Sell	213,798 -270	-0.1%	-$62.9K	1.17%	22
2026 Q1	$45.7M	Buy	214,068 +6,690	+3%	+$1.47M	1.19%	22
2025 Q4	$43.6M	Buy	207,378 +36,779	+22%	+$7.6M	1.2%	20
2025 Q3	$34.7M	Buy	170,599 +75,256	+79%	+$15M	1.05%	26
2025 Q2	$18.5M	Buy	+95,343	New	+$17.7M	0.64%	45
2025 Q1	–	Sell	-2,413	Closed	-$447K	–	397
2024 Q4	$447K	Buy	+2,413	New	+$463K	0.02%	291
2020 Q2	–	Sell	-20,530	Closed	-$2.04M	–	103
2020 Q1	$2.04M	Buy	20,530 +10,743	+110%	+$1.34M	2.08%	13
2019 Q4	$1.33M	Buy	+9,787	New	+$1.29M	0.75%	29

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

Americana Partners's IWD Position: Q2 2026 in Review

Americana Partners reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.13% in Q2 2026, selling an estimated $62.9K and leaving 213,798 shares worth $51.8M. The position accounts for 1.17% of the portfolio, ranked #22.

Americana Partners first reported a position in IWD in Q4 2019 and has held it in 8 quarters since. 1,967 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Americana Partners held 213,798 shares of iShares Russell 1000 Value ETF worth $51.8M as of Q2 2026.
Americana Partners sold 270 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $62.9K.
iShares Russell 1000 Value ETF made up 1.17% of Americana Partners's portfolio in Q2 2026, its #22 holding.
Americana Partners first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and has held it in 8 quarters since.
1,967 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Americana Partners's 13F filing for Q2 2026, filed 5 Aug 2026.