Archford Capital Strategies’s iShares Russell 1000 Value ETF IWD Stock Holding History

Archford Capital Strategies’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	$874K	Sell	3,604 -122	-3%	-$28.4K	0.09%	186
2026 Q1	$796K	Buy	3,726 +61	+2%	+$13.4K	0.09%	190
2025 Q4	$771K	Hold	3,665	–	–	0.09%	191
2025 Q3	$746K	Buy	3,665 +55	+2%	+$10.9K	0.09%	192
2025 Q2	$701K	Hold	3,610	–	–	0.09%	189
2025 Q1	$679K	Sell	3,610 -3	-0.1%	-$571	0.1%	180
2024 Q4	$669K	Buy	3,613 +3	+0.1%	+$575	0.1%	160
2024 Q3	$696K	Hold	3,610	–	–	0.1%	154
2024 Q2	$630K	Hold	3,610	–	–	0.1%	157
2024 Q1	$647K	Sell	3,610 -582	-14%	-$98.5K	0.11%	155
2023 Q4	$693K	Hold	4,192	–	–	0.13%	148
2023 Q3	$636K	Hold	4,192	–	–	0.13%	166
2023 Q2	$684K	Hold	4,192	–	–	0.13%	164
2023 Q1	$638K	Buy	4,192 +259	+7%	+$40K	0.13%	170
2022 Q4	$596K	Buy	3,933 +646	+20%	+$96.7K	0.14%	172
2022 Q3	$447K	Hold	3,287	–	–	0.12%	191
2022 Q2	$477K	Hold	3,287	–	–	0.12%	184
2022 Q1	$543K	Hold	3,287	–	–	0.12%	173
2021 Q4	$552K	Hold	3,287	–	–	0.13%	175
2021 Q3	$514K	Hold	3,287	–	–	0.12%	184
2021 Q2	$521K	Hold	3,287	–	–	0.13%	174
2021 Q1	$512K	Hold	3,287	–	–	0.14%	167
2020 Q4	$463K	Hold	3,287	–	–	0.11%	189
2020 Q3	$388K	Sell	3,287 -235	-7%	-$27.9K	0.1%	191
2020 Q2	$397K	Hold	3,522	–	–	0.12%	180
2020 Q1	$349K	Hold	3,522	–	–	0.14%	165
2019 Q4	$481K	Hold	3,522	–	–	0.17%	164
2019 Q3	$452K	Hold	3,522	–	–	0.17%	162
2019 Q2	$448K	Sell	3,522 -2,025	-37%	-$253K	0.16%	164
2019 Q1	$685K	Hold	5,547	–	–	0.25%	119
2018 Q4	$616K	Sell	5,547 -220	-4%	-$26.4K	0.25%	122
2018 Q3	$730K	Hold	5,767	–	–	0.27%	111
2018 Q2	$700K	Buy	+5,767	New	+$701K	0.25%	120
2018 Q1	–	Sell	-8,027	Closed	-$998K	–	688
2017 Q4	$998K	Sell	8,027 -507	-6%	-$61.4K	0.37%	85
2017 Q3	$1.01M	Buy	8,534 +85	+1%	+$9.9K	0.38%	93
2017 Q2	$984K	Buy	8,449 +80	+1%	+$9.21K	0.39%	90
2017 Q1	$962K	Buy	8,369 +2,003	+31%	+$230K	0.36%	94
2016 Q4	$713K	Buy	6,366 +1,063	+20%	+$115K	0.3%	112
2016 Q3	$560K	Sell	5,303 -180	-3%	-$19K	0.23%	137
2016 Q2	$566K	Buy	+5,483	New	+$554K	0.3%	106
2016 Q1	–	Sell	-75	Closed	-$8K	–	383
2015 Q4	$8K	Hold	75	–	–	﹤0.01%	481
2015 Q3	$7K	Hold	75	–	–	0.01%	374
2015 Q2	$8K	Sell	75 -12,309	-99%	-$1.29M	0.01%	343
2015 Q1	$1.28M	Buy	12,384 +226	+2%	+$23.4K	0.88%	24
2014 Q4	$1.27M	Buy	12,158 +225	+2%	+$22.9K	0.93%	20
2014 Q3	$1.19M	Buy	11,933 +184	+2%	+$18.6K	0.95%	20
2014 Q2	$1.19M	Buy	11,749 +977	+9%	+$95.8K	0.92%	21
2014 Q1	$1.04M	Buy	+10,772	New	+$1.01M	0.87%	23

Other funds holding IWD

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

BWCS

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

SAS

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Archford Capital Strategies's IWD Position: Q2 2026 in Review

Archford Capital Strategies reduced its iShares Russell 1000 Value ETF (IWD) stake by 3.3% in Q2 2026, selling an estimated $28.4K and leaving 3,604 shares worth $874K. The position accounts for 0.09% of the portfolio, ranked #186.

Archford Capital Strategies first reported a position in IWD in Q1 2014 and has held it in 48 quarters since. The position peaked at $1.28M in Q1 2015. 390 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Archford Capital Strategies held 3,604 shares of iShares Russell 1000 Value ETF worth $874K as of Q2 2026.
Archford Capital Strategies sold 122 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $28.4K.
iShares Russell 1000 Value ETF made up 0.09% of Archford Capital Strategies's portfolio in Q2 2026, its #186 holding.
Archford Capital Strategies first reported a position in iShares Russell 1000 Value ETF in Q1 2014 and has held it in 48 quarters since.
Archford Capital Strategies's iShares Russell 1000 Value ETF position peaked at $1.28M in Q1 2015.
390 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Archford Capital Strategies's 13F filing for Q2 2026, filed 17 Jul 2026.