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Aprio Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Aprio Wealth 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 		$8.44M Buy
34,832
+7,089
+26% +$1.65M 0.42% 59
2026
Q1 		$5.93M Buy
27,743
+1,727
+7% +$378K 0.32% 64
2025
Q4 		$5.48M Buy
26,016
+9,084
+54% +$1.88M 0.31% 68
2025
Q3 		$3.45M Buy
16,932
+12
+0.1% +$2.39K 0.34% 52
2025
Q2 		$3.29M Buy
16,920
+6
+0% +$1.11K 0.37% 48
2025
Q1 		$3.18M Sell
16,914
-81
-0.5% -$15.4K 0.4% 44
2024
Q4 		$3.15M Sell
16,995
-486
-3% -$93.2K 0.46% 41
2024
Q3 		$3.32M Buy
17,481
+478
+3% +$87.1K 0.53% 35
2024
Q2 		$2.97M Sell
17,003
-56
-0.3% -$9.79K 0.54% 32
2024
Q1 		$3.06M Buy
17,059
+232
+1% +$39.3K 0.6% 28
2023
Q4 		$2.78M Buy
16,827
+175
+1% +$27K 0.62% 28
2023
Q3 		$2.53M Hold
16,652
– – 0.69% 27
2023
Q2 		$2.63M Sell
16,652
-88
-0.5% -$13.5K 0.72% 26
2023
Q1 		$2.55M Sell
16,740
-1,138
-6% -$176K 0.79% 21
2022
Q4 		$2.71M Buy
17,878
+6
+0% +$898 0.95% 18
2022
Q3 		$2.43M Buy
17,872
+502
+3% +$75.4K 0.98% 24
2022
Q2 		$2.52M Sell
17,370
-17
-0.1% -$2.66K 1% 22
2022
Q1 		$2.89M Hold
17,387
– – 1.1% 23
2021
Q4 		$2.92M Sell
17,387
-193
-1% -$31.6K 1.22% 23
2021
Q3 		$2.75M Buy
17,580
+490
+3% +$78.6K 1.25% 20
2021
Q2 		$2.71M Buy
+17,090
New +$2.71M 1.28% 17
2020
Q4 		$2.15M Sell
15,764
-586
-4% -$75.2K 1.42% 18
2020
Q3 		$1.93M Sell
16,350
-922
-5% -$109K 1.37% 15
2020
Q2 		$1.95M Sell
17,272
-36
-0.2% -$3.96K 1.88% 13
2020
Q1 		$1.72M Sell
17,308
-24,402
-59% -$3.04M 2.18% 7
2019
Q4 		$5.69M Buy
+41,710
New +$5.5M 4.2% 6

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

Aprio Wealth Management's IWD Position: Q2 2026 in Review

Aprio Wealth Management increased its iShares Russell 1000 Value ETF (IWD) stake by 26% in Q2 2026, buying an estimated $1.65M and bringing the position to 34,832 shares worth $8.44M. The position accounts for 0.42% of the portfolio, ranked #59.

Aprio Wealth Management first reported a position in IWD in Q4 2019 and has held it in 26 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Aprio Wealth Management held 34,832 shares of iShares Russell 1000 Value ETF worth $8.44M as of Q2 2026.
  • Aprio Wealth Management bought 7,089 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $1.65M.
  • iShares Russell 1000 Value ETF made up 0.42% of Aprio Wealth Management's portfolio in Q2 2026, its #59 holding.
  • Aprio Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and has held it in 26 quarters since.
  • 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.