Atlanta Consulting Group Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Atlanta Consulting Group 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
2025 Q2	–	Sell	-3,642	Closed	-$685K	–	132
2025 Q1	$685K	Buy	3,642 +15	+0.4%	+$2.86K	0.2%	60
2024 Q4	$671K	Buy	3,627 +19	+0.5%	+$3.64K	0.25%	63
2024 Q3	$685K	Sell	3,608 -6,980	-66%	-$1.27M	0.17%	107
2024 Q2	$1.85M	Buy	10,588 +7,016	+196%	+$1.23M	0.4%	28
2024 Q1	$640K	Buy	+3,572	New	+$604K	0.22%	60

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Atlanta Consulting Group Advisors's IWD Position: Q2 2025 in Review

Atlanta Consulting Group Advisors sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2025, closing a stake of 3,642 shares — an estimated $685K sold.

Atlanta Consulting Group Advisors first reported a position in IWD in Q1 2024 and held it in 5 quarters. The position peaked at $1.85M in Q2 2024. 1,734 funds tracked by Wall St. Rank hold IWD as of Q2 2025.

Atlanta Consulting Group Advisors reported no remaining iShares Russell 1000 Value ETF position as of Q2 2025 after selling out during the quarter.
Atlanta Consulting Group Advisors sold 3,642 iShares Russell 1000 Value ETF shares in Q2 2025, an estimated $685K.
Atlanta Consulting Group Advisors first reported a position in iShares Russell 1000 Value ETF in Q1 2024 and held it in 5 quarters.
Atlanta Consulting Group Advisors's iShares Russell 1000 Value ETF position peaked at $1.85M in Q2 2024.
1,734 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2025.

Based on Atlanta Consulting Group Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.