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Archer Investment Corporation’s iShares Russell 1000 Value ETF IWD Stock Holding History

Archer Investment Corporation’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 		$613K Buy
2,527
+1
+0% +$233 0.12% 156
2026
Q1 		$540K Hold
2,526
– – 0.12% 155
2025
Q4 		$531K Hold
2,526
– – 0.12% 154
2025
Q3 		$514K Buy
2,526
+189
+8% +$37.6K 0.12% 152
2025
Q2 		$454K Buy
2,337
+1
+0% +$185 0.11% 164
2025
Q1 		$440K Sell
2,336
-1,187
-34% -$226K 0.11% 158
2024
Q4 		$652K Hold
3,523
– – 0.17% 109
2024
Q3 		$669K Sell
3,523
-26
-0.7% -$4.74K 0.18% 104
2024
Q2 		$619K Hold
3,549
– – 0.18% 111
2024
Q1 		$636K Hold
3,549
– – 0.19% 107
2023
Q4 		$586K Hold
3,549
– – 0.19% 113
2023
Q3 		$539K Hold
3,549
– – 0.19% 118
2023
Q2 		$560K Buy
3,549
+97
+3% +$14.8K 0.2% 105
2023
Q1 		$526K Buy
3,452
+439
+15% +$67.8K 0.19% 119
2022
Q4 		$457K Buy
3,013
+738
+32% +$110K 0.18% 132
2022
Q3 		$309K Sell
2,275
-23
-1% -$3.46K 0.13% 165
2022
Q2 		$333K Sell
2,298
-16
-0.7% -$2.5K 0.13% 162
2022
Q1 		$383K Hold
2,314
– – 0.14% 161
2021
Q4 		$389K Buy
2,314
+1
+0% +$164 0.13% 167
2021
Q3 		$362K Hold
2,313
– – 0.14% 165
2021
Q2 		$367K Hold
2,313
– – 0.14% 158
2021
Q1 		$351K Buy
2,313
+690
+43% +$99.8K 0.14% 154
2020
Q4 		$222K Hold
1,623
– – 0.11% 178
2020
Q3 		$192K Hold
1,623
– – 0.1% 168
2020
Q2 		$183K Buy
1,623
+1
+0.1% +$110 0.1% 162
2020
Q1 		$161K Sell
1,622
-1,771
-52% -$221K 0.11% 167
2019
Q4 		$216K Buy
3,393
+1,808
+114% +$238K 0.11% 177
2019
Q3 		$203K Hold
1,585
– – 0.12% 166
2019
Q2 		$202K Buy
1,585
+225
+17% +$28.2K 0.13% 164
2019
Q1 		$168K Hold
1,360
– – 0.11% 185
2018
Q4 		$151K Buy
+1,360
New +$163K 0.13% 171

Other funds holding IWD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
7WCP
71 West Capital Partners Boston, Massachusetts $2.89B AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Archer Investment Corporation's IWD Position: Q2 2026 in Review

Archer Investment Corporation increased its iShares Russell 1000 Value ETF (IWD) stake by 0.04% in Q2 2026, buying an estimated $233 and bringing the position to 2,527 shares worth $613K. The position accounts for 0.12% of the portfolio, ranked #156.

Archer Investment Corporation first reported a position in IWD in Q4 2018 and has held it in 31 quarters since. The position peaked at $669K in Q3 2024. 1,572 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Archer Investment Corporation held 2,527 shares of iShares Russell 1000 Value ETF worth $613K as of Q2 2026.
  • Archer Investment Corporation bought 1 iShares Russell 1000 Value ETF share in Q2 2026, an estimated $233.
  • iShares Russell 1000 Value ETF made up 0.12% of Archer Investment Corporation's portfolio in Q2 2026, its #156 holding.
  • Archer Investment Corporation first reported a position in iShares Russell 1000 Value ETF in Q4 2018 and has held it in 31 quarters since.
  • Archer Investment Corporation's iShares Russell 1000 Value ETF position peaked at $669K in Q3 2024.
  • 1,572 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Archer Investment Corporation's 13F filing for Q2 2026, filed 3 Aug 2026.