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Atlas Brown’s iShares Russell 1000 Value ETF IWD Stock Holding History

Atlas Brown’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 		$2.88M Sell
11,860
-134
-1% -$31.2K 0.77% 36
2026
Q1 		$2.56M Sell
11,994
-141
-1% -$30.9K 0.77% 33
2025
Q4 		$2.55M Buy
12,135
+14
+0.1% +$2.89K 0.76% 33
2025
Q3 		$2.47M Sell
12,121
-29
-0.2% -$5.77K 0.73% 34
2025
Q2 		$2.36M Sell
12,150
-149
-1% -$27.6K 0.76% 34
2025
Q1 		$2.31M Sell
12,299
-40
-0.3% -$7.62K 0.81% 30
2024
Q4 		$2.28M Buy
12,339
+9
+0.1% +$1.73K 0.78% 32
2024
Q3 		$2.34M Buy
12,330
+19
+0.2% +$3.46K 0.81% 30
2024
Q2 		$2.15M Buy
12,311
+14
+0.1% +$2.45K 0.77% 30
2024
Q1 		$2.2M Sell
12,297
-5
-0% -$846 0.8% 34
2023
Q4 		$2.03M Buy
12,302
+69
+0.6% +$10.7K 0.84% 34
2023
Q3 		$1.86M Buy
12,233
+92
+0.8% +$14.6K 0.85% 35
2023
Q2 		$1.92M Sell
12,141
-554
-4% -$84.7K 0.84% 33
2023
Q1 		$1.93M Sell
12,695
-597
-4% -$92.2K 0.89% 32
2022
Q4 		$2.02M Sell
13,292
-391
-3% -$58.5K 0.99% 28
2022
Q3 		$1.86M Sell
13,683
-684
-5% -$103K 0.95% 30
2022
Q2 		$2.08M Buy
14,367
+336
+2% +$52.6K 0.98% 28
2022
Q1 		$2.33M Sell
14,031
-317
-2% -$52.1K 0.95% 30
2021
Q4 		$2.41M Sell
14,348
-151
-1% -$24.7K 0.93% 30
2021
Q3 		$2.27M Sell
14,499
-117
-0.8% -$18.8K 0.99% 31
2021
Q2 		$2.32M Sell
14,616
-203
-1% -$32.1K 1% 30
2021
Q1 		$2.25M Buy
14,819
+610
+4% +$88.3K 1.06% 28
2020
Q4 		$1.94M Sell
14,209
-2,080
-13% -$267K 1% 30
2020
Q3 		$1.92M Sell
16,289
-123
-0.7% -$14.6K 1.14% 28
2020
Q2 		$1.85M Sell
16,412
-133
-0.8% -$14.6K 1.17% 29
2020
Q1 		$1.64M Buy
16,545
+239
+1% +$29.8K 1.28% 25
2019
Q4 		$2.23M Sell
16,306
-310
-2% -$40.9K 1.39% 21
2019
Q3 		$2.13M Sell
16,616
-337
-2% -$42.8K 1.52% 16
2019
Q2 		$2.16M Sell
16,953
-170
-1% -$21.3K 1.49% 16
2019
Q1 		$2.12M Buy
17,123
+140
+0.8% +$16.8K 1.5% 15
2018
Q4 		$1.89M Buy
16,983
+228
+1% +$27.3K 1.45% 17
2018
Q3 		$2.12M Buy
16,755
+257
+2% +$32.3K 1.3% 18
2018
Q2 		$2.04M Sell
16,498
-169
-1% -$20.5K 0.48% 18
2018
Q1 		$2M Sell
16,667
-310
-2% -$38.7K 0.36% 20
2017
Q4 		$2.21M Buy
16,977
+1,223
+8% +$148K 0.4% 16
2017
Q3 		$1.87M Buy
15,754
+149
+1% +$17.4K 0.4% 19
2017
Q2 		$1.82M Sell
15,605
-88
-0.6% -$10.1K 1.59% 13
2017
Q1 		$1.8M Buy
15,693
+134
+0.9% +$15.4K 1.42% 14
2016
Q4 		$1.64M Hold
15,559
– – 0.68% 18
2016
Q3 		$1.64M Sell
15,559
-847
-5% -$89.3K 0.68% 18
2016
Q2 		$1.69M Sell
16,406
-179
-1% -$18.1K 0.69% 17
2016
Q1 		$1.64M Sell
16,585
-1,858
-10% -$174K 0.69% 17
2015
Q4 		$1.66M Sell
18,443
-1,170
-6% -$116K 1.06% 15
2015
Q3 		$1.83M Buy
19,613
+147
+0.8% +$14.6K 0.79% 14
2015
Q2 		$2.01M Sell
19,466
-214
-1% -$22.4K 0.78% 15
2015
Q1 		$2.03M Sell
19,680
-5,805
-23% -$602K 0.55% 11
2014
Q4 		$2.66M Buy
25,485
+2,334
+10% +$238K 0.72% 12
2014
Q3 		$2.32M Sell
23,151
-6,583
-22% -$667K 0.86% 11
2014
Q2 		$3.01M Sell
29,734
-351
-1% -$34.4K 1.49% 8
2014
Q1 		$2.9M Buy
+30,085
New +$2.82M 1.56% 7
2013
Q3 		– Sell
-40,221
Closed -$3.37M – 81
2013
Q2 		$3.37M Buy
+40,221
New +$3.35M 0.72% 19

Other funds holding IWD

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

Atlas Brown's IWD Position: Q2 2026 in Review

Atlas Brown reduced its iShares Russell 1000 Value ETF (IWD) stake by 1.1% in Q2 2026, selling an estimated $31.2K and leaving 11,860 shares worth $2.88M. The position accounts for 0.77% of the portfolio, ranked #36.

Atlas Brown first reported a position in IWD in Q2 2013 and has held it in 51 quarters since. The position peaked at $3.37M in Q2 2013. 390 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Atlas Brown held 11,860 shares of iShares Russell 1000 Value ETF worth $2.88M as of Q2 2026.
  • Atlas Brown sold 134 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $31.2K.
  • iShares Russell 1000 Value ETF made up 0.77% of Atlas Brown's portfolio in Q2 2026, its #36 holding.
  • Atlas Brown first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 51 quarters since.
  • Atlas Brown's iShares Russell 1000 Value ETF position peaked at $3.37M in Q2 2013.
  • 390 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Atlas Brown's 13F filing for Q2 2026, filed 9 Jul 2026.