Aviance Capital Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Aviance Capital 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	$222K	Buy	+915	New	+$213K	0.02%	369
2019 Q2	–	Sell	-1,640	Closed	-$203K	–	217
2019 Q1	$203K	Buy	+1,640	New	+$197K	0.06%	203
2018 Q4	–	Sell	-1,640	Closed	-$208K	–	213
2018 Q3	$208K	Sell	1,640 -94	-5%	-$11.8K	0.05%	206
2018 Q2	$210K	Buy	+1,734	New	+$211K	0.06%	212

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Aviance Capital Partners's IWD Position: Q2 2026 in Review

Aviance Capital Partners opened a new position in iShares Russell 1000 Value ETF (IWD) in Q2 2026: 915 shares worth $222K. The stake represents 0.02% of the portfolio and ranks #369 among its holdings. This is a return to the name: Aviance Capital Partners previously reported a position in IWD as recently as Q1 2019.

Aviance Capital Partners first reported a position in IWD in Q2 2018 and has held it in 4 quarters since. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Aviance Capital Partners held 915 shares of iShares Russell 1000 Value ETF worth $222K as of Q2 2026.
iShares Russell 1000 Value ETF was a new Aviance Capital Partners position in Q2 2026.
iShares Russell 1000 Value ETF made up 0.02% of Aviance Capital Partners's portfolio in Q2 2026, its #369 holding.
Aviance Capital Partners first reported a position in iShares Russell 1000 Value ETF in Q2 2018 and has held it in 4 quarters since.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Aviance Capital Partners's 13F filing for Q2 2026, filed 31 Jul 2026.