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Ausdal Financial Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Ausdal Financial Partners’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 		$9.2M Sell
37,942
-2,581
-6% -$601K 0.36% 54
2026
Q1 		$8.66M Buy
40,523
+605
+2% +$132K 0.38% 53
2025
Q4 		$8.4M Sell
39,918
-786
-2% -$162K 0.39% 56
2025
Q3 		$8.29M Buy
40,704
+61
+0.2% +$12.1K 0.4% 50
2025
Q2 		$7.89M Sell
40,643
-318
-0.8% -$58.9K 0.53% 36
2025
Q1 		$7.71M Sell
40,961
-2,157
-5% -$411K 0.58% 31
2024
Q4 		$7.98M Buy
43,118
+261
+0.6% +$50.1K 0.69% 32
2024
Q3 		$8.13M Buy
+42,857
New +$7.81M 0.84% 19
2023
Q2 		– Sell
-50,152
Closed -$7.64M – 449
2023
Q1 		$7.64M Sell
50,152
-661
-1% -$102K 1.05% 14
2022
Q4 		$7.71M Sell
50,813
-1,460
-3% -$219K 1.12% 11
2022
Q3 		$7.11M Sell
52,273
-181
-0.3% -$27.2K 1.12% 15
2022
Q2 		$7.6M Buy
52,454
+6,406
+14% +$1M 1.15% 13
2022
Q1 		$7.64M Buy
+46,048
New +$7.56M 1.04% 16
2019
Q2 		– Sell
-42,608
Closed -$5.26M – 309
2019
Q1 		$5.26M Buy
42,608
+660
+2% +$79.3K 2.14% 7
2018
Q4 		$4.66M Buy
41,948
+38,635
+1,166% +$4.63M 2.27% 8
2018
Q3 		$419K Sell
3,313
-324
-9% -$40.7K 0.12% 218
2018
Q2 		$441K Buy
3,637
+70
+2% +$8.51K 0.14% 212
2018
Q1 		$428K Sell
3,567
-100
-3% -$12.5K 0.15% 196
2017
Q4 		$456K Buy
3,667
+125
+4% +$15.1K 0.16% 190
2017
Q3 		$420K Sell
3,542
-205
-5% -$23.9K 0.17% 173
2017
Q2 		$436K Sell
3,747
-826
-18% -$95.1K 0.19% 155
2017
Q1 		$526K Sell
4,573
-103
-2% -$11.8K 0.24% 110
2016
Q4 		$524K Buy
4,676
+10
+0.2% +$1.08K 0.25% 109
2016
Q3 		$493K Sell
4,666
-89
-2% -$9.38K 0.25% 113
2016
Q2 		$491K Sell
4,755
-27
-0.6% -$2.73K 0.25% 103
2016
Q1 		$473K Sell
4,782
-390
-8% -$36.5K 0.27% 104
2015
Q4 		$506K Buy
+5,172
New +$513K 0.26% 94

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

Ausdal Financial Partners's IWD Position: Q2 2026 in Review

Ausdal Financial Partners reduced its iShares Russell 1000 Value ETF (IWD) stake by 6.4% in Q2 2026, selling an estimated $601K and leaving 37,942 shares worth $9.2M. The position accounts for 0.36% of the portfolio, ranked #54.

Ausdal Financial Partners first reported a position in IWD in Q4 2015 and has held it in 27 quarters since. 1,980 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Ausdal Financial Partners held 37,942 shares of iShares Russell 1000 Value ETF worth $9.2M as of Q2 2026.
  • Ausdal Financial Partners sold 2,581 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $601K.
  • iShares Russell 1000 Value ETF made up 0.36% of Ausdal Financial Partners's portfolio in Q2 2026, its #54 holding.
  • Ausdal Financial Partners first reported a position in iShares Russell 1000 Value ETF in Q4 2015 and has held it in 27 quarters since.
  • 1,980 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Ausdal Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.