Avantax Advisory Services’s iShares Russell 1000 Value ETF IWD Stock Holding History

Avantax Advisory Services’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	$16.9M	Buy	86,809 +1,713	+2%	+$317K	0.09%	169
2025 Q1	$16M	Sell	85,096 -64,638	-43%	-$12.3M	0.1%	158
2024 Q4	$27.7M	Buy	149,734 +75,773	+102%	+$14.5M	0.17%	91
2024 Q3	$14M	Buy	73,961 +3,521	+5%	+$641K	0.09%	167
2024 Q2	$12.3M	Sell	70,440 -64	-0.1%	-$11.2K	0.09%	176
2024 Q1	$12.6M	Sell	70,504 -14,009	-17%	-$2.37M	0.11%	140
2023 Q4	$14M	Buy	84,513 +26,800	+46%	+$4.14M	0.14%	118
2023 Q3	$8.76M	Buy	57,713 +1,309	+2%	+$208K	0.1%	163
2023 Q2	$8.9M	Buy	56,404 +5,287	+10%	+$808K	0.1%	160
2023 Q1	$7.78M	Sell	51,117 -16,624	-25%	-$2.57M	0.1%	169
2022 Q4	$10.3M	Buy	67,741 +24,351	+56%	+$3.65M	0.14%	126
2022 Q3	$5.9M	Buy	43,390 +6,237	+17%	+$937K	0.09%	171
2022 Q2	$5.39M	Buy	37,153 +11,494	+45%	+$1.8M	0.08%	187
2022 Q1	$4.26M	Sell	25,659 -540	-2%	-$88.7K	0.06%	237
2021 Q4	$4.4M	Buy	26,199 +1,817	+7%	+$298K	0.07%	220
2021 Q3	$3.82M	Buy	24,382 +847	+4%	+$136K	0.06%	221
2021 Q2	$3.73M	Sell	23,535 -864	-4%	-$137K	0.07%	216
2021 Q1	$3.7M	Sell	24,399 -25,651	-51%	-$3.71M	0.08%	188
2020 Q4	$6.84M	Sell	50,050 -34,789	-41%	-$4.46M	0.16%	102
2020 Q3	$10M	Buy	84,839 +54,902	+183%	+$6.51M	0.16%	110
2020 Q2	$3.37M	Sell	29,937 -42,017	-58%	-$4.62M	0.1%	154
2020 Q1	$7.13M	Buy	71,954 +40,181	+126%	+$5.01M	0.21%	77
2019 Q4	$4.33M	Buy	31,773 +15,913	+100%	+$2.1M	0.1%	128
2019 Q3	$2.03M	Sell	15,860 -34	-0.2%	-$4.32K	0.08%	129
2019 Q2	$2.02M	Buy	15,894 +3,859	+32%	+$483K	0.09%	114
2019 Q1	$1.49M	Buy	12,035 +4,936	+70%	+$593K	0.08%	136
2018 Q4	$790K	Buy	+7,099	New	+$851K	0.13%	158

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

Avantax Advisory Services's IWD Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares Russell 1000 Value ETF (IWD) stake by 2% in Q2 2025, buying an estimated $317K and bringing the position to 86,809 shares worth $16.9M. The position accounts for 0.09% of the portfolio, ranked #169.

Avantax Advisory Services first reported a position in IWD in Q4 2018 and has held it in 27 quarters since. The position peaked at $27.7M in Q4 2024. 1,734 funds tracked by Wall St. Rank hold IWD as of Q2 2025.

Avantax Advisory Services held 86,809 shares of iShares Russell 1000 Value ETF worth $16.9M as of Q2 2025.
Avantax Advisory Services bought 1,713 iShares Russell 1000 Value ETF shares in Q2 2025, an estimated $317K.
iShares Russell 1000 Value ETF made up 0.09% of Avantax Advisory Services's portfolio in Q2 2025, its #169 holding.
Avantax Advisory Services first reported a position in iShares Russell 1000 Value ETF in Q4 2018 and has held it in 27 quarters since.
Avantax Advisory Services's iShares Russell 1000 Value ETF position peaked at $27.7M in Q4 2024.
1,734 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.