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

Arax Advisory Partners's IWD Position: Q2 2026 in Review

Arax Advisory Partners increased its iShares Russell 1000 Value ETF (IWD) stake by 60% in Q2 2026, buying an estimated $14.4M and bringing the position to 165,039 shares worth $40M. The position accounts for 0.27% of the portfolio, ranked #69.

Arax Advisory Partners first reported a position in IWD in Q4 2016 and has held it in 30 quarters since. The position peaked at $42.6M in Q4 2021. 1,967 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

• Arax Advisory Partners held 165,039 shares of iShares Russell 1000 Value ETF worth $40M as of Q2 2026.
• Arax Advisory Partners bought 61,911 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $14.4M.
• iShares Russell 1000 Value ETF made up 0.27% of Arax Advisory Partners's portfolio in Q2 2026, its #69 holding.
• Arax Advisory Partners first reported a position in iShares Russell 1000 Value ETF in Q4 2016 and has held it in 30 quarters since.
• Arax Advisory Partners's iShares Russell 1000 Value ETF position peaked at $42.6M in Q4 2021.
• 1,967 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.