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

AssuredPartners 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 		$539K Buy
2,224
+120
+6% +$28K 0.05% 254
2026
Q1 		$456K Buy
2,104
+76
+4% +$16.6K 0.05% 265
2025
Q4 		$427K Buy
2,028
+170
+9% +$35.1K 0.06% 234
2025
Q3 		$378K Hold
1,858
– – 0.08% 176
2025
Q2 		$361K Sell
1,858
-243
-12% -$45K 0.09% 167
2025
Q1 		$395K Sell
2,101
-21
-1% -$4K 0.08% 231
2024
Q4 		$393K Buy
+2,122
New +$407K 0.08% 236

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 22.9% 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

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

AssuredPartners Investment Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 5.7% in Q2 2026, buying an estimated $28K and bringing the position to 2,224 shares worth $539K. The position accounts for 0.05% of the portfolio, ranked #254.

AssuredPartners Investment Advisors first reported a position in IWD in Q4 2024 and has held it in 7 quarters since. 1,981 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • AssuredPartners Investment Advisors held 2,224 shares of iShares Russell 1000 Value ETF worth $539K as of Q2 2026.
  • AssuredPartners Investment Advisors bought 120 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $28K.
  • iShares Russell 1000 Value ETF made up 0.05% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #254 holding.
  • AssuredPartners Investment Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,981 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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