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Arkadios Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Arkadios Wealth 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 		$23.9M Sell
98,500
-6,990
-7% -$1.63M 0.36% 53
2026
Q1 		$22.5M Buy
105,490
+973
+0.9% +$213K 0.37% 55
2025
Q4 		$22M Buy
104,517
+31,256
+43% +$6.46M 0.43% 40
2025
Q3 		$14.9M Buy
73,261
+14,842
+25% +$2.95M 0.36% 44
2025
Q2 		$11.3M Buy
58,419
+22,102
+61% +$4.09M 0.33% 48
2025
Q1 		$6.83M Buy
36,317
+15,050
+71% +$2.87M 0.26% 84
2024
Q4 		$3.94M Sell
21,267
-350
-2% -$67.1K 0.21% 101
2024
Q3 		$4.1M Buy
21,617
+11,887
+122% +$2.17M 0.23% 100
2024
Q2 		$1.7M Buy
9,730
+2,483
+34% +$434K 0.11% 188
2024
Q1 		$1.3M Sell
7,247
-409
-5% -$69.2K 0.1% 192
2023
Q4 		$1.27M Buy
7,656
+186
+2% +$28.7K 0.11% 188
2023
Q3 		$1.13M Sell
7,470
-2,114
-22% -$335K 0.11% 192
2023
Q2 		$1.51M Buy
9,584
+1,674
+21% +$256K 0.18% 138
2023
Q1 		$1.2M Sell
7,910
-12,486
-61% -$1.93M 0.14% 163
2022
Q4 		$3.09M Buy
20,396
+2,648
+15% +$396K 0.41% 61
2022
Q3 		$2.41M Buy
17,748
+3,244
+22% +$487K 0.37% 68
2022
Q2 		$2.1M Buy
14,504
+2,324
+19% +$364K 0.31% 83
2022
Q1 		$2.02M Buy
12,180
+2,249
+23% +$369K 0.26% 96
2021
Q4 		$1.67M Buy
9,931
+1,277
+15% +$209K 0.22% 109
2021
Q3 		$1.35M Sell
8,654
-3,580
-29% -$574K 0.2% 123
2021
Q2 		$1.94M Buy
12,234
+823
+7% +$130K 0.24% 119
2021
Q1 		$1.73M Buy
11,411
+646
+6% +$93.5K 0.28% 90
2020
Q4 		$1.47M Buy
10,765
+3,822
+55% +$490K 0.31% 86
2020
Q3 		$855K Buy
6,943
+15
+0.2% +$1.78K 0.43% 54
2020
Q2 		$796K Buy
6,928
+4,421
+176% +$486K 0.44% 49
2020
Q1 		$249K Sell
2,507
-51
-2% -$6.36K 0.16% 131
2019
Q4 		$354K Buy
+2,558
New +$337K 0.21% 105

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Arkadios Wealth Advisors's IWD Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 6.6% in Q2 2026, selling an estimated $1.63M and leaving 98,500 shares worth $23.9M. The position accounts for 0.36% of the portfolio, ranked #53.

Arkadios Wealth Advisors first reported a position in IWD in Q4 2019 and has held it in 27 quarters since. 1,967 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Arkadios Wealth Advisors held 98,500 shares of iShares Russell 1000 Value ETF worth $23.9M as of Q2 2026.
  • Arkadios Wealth Advisors sold 6,990 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $1.63M.
  • iShares Russell 1000 Value ETF made up 0.36% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #53 holding.
  • Arkadios Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,967 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.