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Aptus Capital Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Aptus Capital 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 		$14.9M Buy
61,322
+2,540
+4% +$592K 0.1% 170
2026
Q1 		$12.6M Buy
58,782
+320
+0.5% +$70.1K 0.1% 181
2025
Q4 		$12.3M Sell
58,462
-1,002
-2% -$207K 0.09% 186
2025
Q3 		$12.1M Buy
59,464
+494
+0.8% +$98.3K 0.09% 189
2025
Q2 		$11.5M Sell
58,970
-1,664
-3% -$308K 0.09% 175
2025
Q1 		$11.4M Sell
60,634
-2,332
-4% -$444K 0.12% 162
2024
Q4 		$11.7M Buy
62,966
+6,046
+11% +$1.16M 0.12% 147
2024
Q3 		$10.8M Buy
56,920
+40,026
+237% +$7.29M 0.16% 127
2024
Q2 		$2.95M Sell
16,894
-1,053
-6% -$184K 0.05% 253
2024
Q1 		$3.21M Buy
17,947
+15,860
+760% +$2.68M 0.06% 233
2023
Q4 		$345K Sell
2,087
-483
-19% -$74.6K 0.01% 444
2023
Q3 		$390K Sell
2,570
-520
-17% -$82.5K 0.01% 433
2023
Q2 		$488K Sell
3,090
-346
-10% -$52.9K 0.01% 330
2023
Q1 		$523K Sell
3,436
-695
-17% -$107K 0.01% 319
2022
Q4 		$626K Sell
4,131
-251
-6% -$37.6K 0.02% 325
2022
Q3 		$596K Buy
4,382
+698
+19% +$105K 0.01% 310
2022
Q2 		$534K Buy
3,684
+330
+10% +$51.6K 0.01% 275
2022
Q1 		$557K Sell
3,354
-106
-3% -$17.4K 0.01% 295
2021
Q4 		$581K Buy
3,460
+38
+1% +$6.23K 0.02% 275
2021
Q3 		$536K Sell
3,422
-166
-5% -$26.6K 0.01% 283
2021
Q2 		$569K Buy
3,588
+499
+16% +$79K 0.02% 279
2021
Q1 		$468K Buy
3,089
+2,897
+1,509% +$419K 0.02% 274
2020
Q4 		$26K Sell
192
-178
-48% -$22.8K ﹤0.01% 381
2020
Q3 		$43K Sell
370
-1,027
-74% -$122K ﹤0.01% 362
2020
Q2 		$157K Sell
1,397
-499
-26% -$54.9K 0.01% 269
2020
Q1 		$188K Hold
1,896
– – 0.02% 266
2019
Q4 		$258K Buy
1,896
+89
+5% +$11.7K 0.02% 323
2019
Q3 		$231K Hold
1,807
– – 0.01% 345
2019
Q2 		$229K Hold
1,807
– – 0.03% 306
2019
Q1 		$223K Buy
+1,807
New +$217K 0.04% 288

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

Aptus Capital Advisors's IWD Position: Q2 2026 in Review

Aptus Capital Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 4.3% in Q2 2026, buying an estimated $592K and bringing the position to 61,322 shares worth $14.9M. The position accounts for 0.1% of the portfolio, ranked #170.

Aptus Capital Advisors first reported a position in IWD in Q1 2019 and has held it in 30 quarters since. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Aptus Capital Advisors held 61,322 shares of iShares Russell 1000 Value ETF worth $14.9M as of Q2 2026.
  • Aptus Capital Advisors bought 2,540 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $592K.
  • iShares Russell 1000 Value ETF made up 0.1% of Aptus Capital Advisors's portfolio in Q2 2026, its #170 holding.
  • Aptus Capital Advisors first reported a position in iShares Russell 1000 Value ETF in Q1 2019 and has held it in 30 quarters since.
  • 1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.