Arcadia Investment Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Arcadia Investment 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	$117K	Hold	483	–	–	0.05%	55
2026 Q1	$103K	Hold	483	–	–	0.05%	54
2025 Q4	$102K	Hold	483	–	–	0.05%	54
2025 Q3	$98.3K	Hold	483	–	–	0.05%	55
2025 Q2	$93.8K	Hold	483	–	–	0.05%	55
2025 Q1	$90.9K	Hold	483	–	–	0.05%	49
2024 Q4	$89.4K	Hold	483	–	–	0.05%	50
2024 Q3	$91.7K	Hold	483	–	–	0.05%	50
2024 Q2	$84.3K	Hold	483	–	–	0.05%	49
2024 Q1	$86.5K	Hold	483	–	–	0.05%	49
2023 Q4	$79.8K	Sell	483 -193	-29%	-$29.8K	0.05%	50
2023 Q3	$103K	Sell	676 -87	-11%	-$13.8K	0.07%	45
2023 Q2	$120K	Hold	763	–	–	0.08%	43
2023 Q1	$116K	Hold	763	–	–	0.08%	42
2022 Q4	$116K	Sell	763 -59	-7%	-$8.83K	0.08%	42
2022 Q3	$112K	Buy	+822	New	+$124K	0.08%	42
2022 Q2	–	Sell	-565	Closed	-$93.8K	–	114
2022 Q1	$93.8K	Buy	+565	New	+$92.8K	0.06%	44

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

Arcadia Investment Advisors's IWD Position: Q2 2026 in Review

Arcadia Investment Advisors held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 483 shares worth $117K. The position accounts for 0.05% of the portfolio, ranked #55.

Arcadia Investment Advisors first reported a position in IWD in Q1 2022 and has held it in 17 quarters since. The position peaked at $120K in Q2 2023. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Arcadia Investment Advisors held 483 shares of iShares Russell 1000 Value ETF worth $117K as of Q2 2026.
Arcadia Investment Advisors left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.05% of Arcadia Investment Advisors's portfolio in Q2 2026, its #55 holding.
Arcadia Investment Advisors first reported a position in iShares Russell 1000 Value ETF in Q1 2022 and has held it in 17 quarters since.
Arcadia Investment Advisors's iShares Russell 1000 Value ETF position peaked at $120K in Q2 2023.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Arcadia Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.