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Auour Investments’s iShares Russell 1000 Value ETF IWD Stock Holding History

Auour Investments’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 		$7.66M Sell
31,595
-127
-0.4% -$29.6K 2.2% 13
2026
Q1 		$6.78M Buy
31,722
+382
+1% +$83.7K 2.13% 13
2025
Q4 		$6.59M Sell
31,340
-1,062
-3% -$219K 2.1% 12
2025
Q3 		$6.6M Buy
32,402
+268
+0.8% +$53.3K 2.15% 11
2025
Q2 		$6.24M Buy
32,134
+136
+0.4% +$25.2K 2.15% 9
2025
Q1 		$5.83M Buy
31,998
+3,342
+12% +$636K 2.11% 9
2024
Q4 		$5.55M Buy
28,656
+563
+2% +$108K 1.94% 13
2024
Q3 		$5.32M Sell
28,093
-258
-0.9% -$47K 1.9% 13
2024
Q2 		$4.95M Sell
28,351
-199
-0.7% -$34.8K 1.84% 15
2024
Q1 		$5.11M Sell
28,550
-471
-2% -$79.7K 1.89% 16
2023
Q4 		$4.78M Buy
29,021
+221
+0.8% +$34.1K 1.88% 16
2023
Q3 		$4.33M Sell
28,800
-408
-1% -$64.7K 1.82% 16
2023
Q2 		$4.61M Buy
+29,208
New +$4.47M 1.96% 15

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

Auour Investments's IWD Position: Q2 2026 in Review

Auour Investments reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.4% in Q2 2026, selling an estimated $29.6K and leaving 31,595 shares worth $7.66M. The position accounts for 2.2% of the portfolio, ranked #13.

Auour Investments first reported a position in IWD in Q2 2023 and has held it in 13 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Auour Investments held 31,595 shares of iShares Russell 1000 Value ETF worth $7.66M as of Q2 2026.
  • Auour Investments sold 127 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $29.6K.
  • iShares Russell 1000 Value ETF made up 2.2% of Auour Investments's portfolio in Q2 2026, its #13 holding.
  • Auour Investments first reported a position in iShares Russell 1000 Value ETF in Q2 2023 and has held it in 13 quarters since.
  • 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Auour Investments's 13F filing for Q2 2026, filed 21 Jul 2026.