Arista Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Arista Wealth Management’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	$310K	Sell	1,279 -501	-28%	-$117K	0.03%	225
2026 Q1	$380K	Hold	1,780	–	–	0.05%	192
2025 Q4	$374K	Buy	1,780 +730	+70%	+$151K	0.05%	168
2025 Q3	$214K	Hold	1,050	–	–	0.03%	248
2025 Q2	$204K	Buy	+1,050	New	+$194K	0.03%	233
2024 Q1	–	Sell	-10,244	Closed	-$1.69M	–	43
2023 Q4	$1.69M	Hold	10,244	–	–	0.62%	17
2023 Q3	$1.56M	Hold	10,244	–	–	0.61%	19
2023 Q2	$1.62M	Hold	10,244	–	–	0.67%	17
2023 Q1	$1.56M	Sell	10,244 -1,128	-10%	-$174K	0.85%	20
2022 Q4	$1.72M	Buy	+11,372	New	+$1.7M	1.09%	18

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

Arista Wealth Management's IWD Position: Q2 2026 in Review

Arista Wealth Management reduced its iShares Russell 1000 Value ETF (IWD) stake by 28% in Q2 2026, selling an estimated $117K and leaving 1,279 shares worth $310K. The position accounts for 0.03% of the portfolio, ranked #225.

Arista Wealth Management first reported a position in IWD in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.72M in Q4 2022. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Arista Wealth Management held 1,279 shares of iShares Russell 1000 Value ETF worth $310K as of Q2 2026.
Arista Wealth Management sold 501 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $117K.
iShares Russell 1000 Value ETF made up 0.03% of Arista Wealth Management's portfolio in Q2 2026, its #225 holding.
Arista Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2022 and has held it in 10 quarters since.
Arista Wealth Management's iShares Russell 1000 Value ETF position peaked at $1.72M in Q4 2022.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Arista Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.