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Avidian Wealth Enterprises’s iShares Russell 1000 Value ETF IWD Stock Holding History

Avidian Wealth Enterprises’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 		$14.5M Buy
59,721
+3,903
+7% +$909K 0.4% 42
2026
Q1 		$11.9M Sell
55,818
-279
-0.5% -$61.1K 0.38% 45
2025
Q4 		$11.8M Sell
56,097
-162
-0.3% -$33.5K 0.43% 41
2025
Q3 		$11.5M Sell
56,259
-713
-1% -$142K 0.43% 38
2025
Q2 		$11.1M Sell
56,972
-271
-0.5% -$50.2K 0.45% 39
2025
Q1 		$10.8M Buy
57,243
+184
+0.3% +$35K 0.48% 41
2024
Q4 		$10.6M Buy
57,059
+328
+0.6% +$62.9K 0.47% 38
2024
Q3 		$10.8M Sell
56,731
-753
-1% -$137K 0.49% 38
2024
Q2 		$10M Buy
57,484
+2,450
+4% +$428K 0.42% 39
2024
Q1 		$9.86M Buy
55,034
+10,125
+23% +$1.71M 0.48% 37
2023
Q4 		$7.42M Sell
44,909
-3,915
-8% -$605K 0.46% 43
2023
Q3 		$7.41M Sell
48,824
-1,695
-3% -$269K 0.52% 41
2023
Q2 		$7.97M Buy
50,519
+10,368
+26% +$1.59M 0.52% 42
2023
Q1 		$6.11M Buy
40,151
+34,780
+648% +$5.37M 0.34% 66
2022
Q4 		$814K Buy
5,371
+11
+0.2% +$1.65K 0.05% 205
2022
Q3 		$729K Buy
5,360
+263
+5% +$39.5K 0.05% 185
2022
Q2 		$739K Sell
5,097
-762
-13% -$119K 0.05% 203
2022
Q1 		$973K Sell
5,859
-152
-3% -$25K 0.06% 201
2021
Q4 		$1.01M Buy
6,011
+124
+2% +$20.3K 0.06% 187
2021
Q3 		$921K Buy
5,887
+12
+0.2% +$1.92K 0.07% 137
2021
Q2 		$932K Buy
5,875
+31
+0.5% +$4.91K 0.07% 139
2021
Q1 		$886K Buy
5,844
+9
+0.2% +$1.3K 0.08% 131
2020
Q4 		$798K Buy
5,835
+2,410
+70% +$309K 0.08% 131
2020
Q3 		$405K Buy
3,425
+15
+0.4% +$1.78K 0.05% 180
2020
Q2 		$384K Buy
3,410
+378
+12% +$41.6K 0.05% 160
2020
Q1 		$301K Sell
3,032
-124
-4% -$15.5K 0.05% 145
2019
Q4 		$431K Sell
3,156
-26
-0.8% -$3.43K 0.06% 134
2019
Q3 		$408K Buy
+3,182
New +$404K 0.07% 116

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

Avidian Wealth Enterprises's IWD Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its iShares Russell 1000 Value ETF (IWD) stake by 7% in Q2 2026, buying an estimated $909K and bringing the position to 59,721 shares worth $14.5M. The position accounts for 0.4% of the portfolio, ranked #42.

Avidian Wealth Enterprises first reported a position in IWD in Q3 2019 and has held it in 28 quarters since. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Avidian Wealth Enterprises held 59,721 shares of iShares Russell 1000 Value ETF worth $14.5M as of Q2 2026.
  • Avidian Wealth Enterprises bought 3,903 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $909K.
  • iShares Russell 1000 Value ETF made up 0.4% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #42 holding.
  • Avidian Wealth Enterprises first reported a position in iShares Russell 1000 Value ETF in Q3 2019 and has held it in 28 quarters since.
  • 1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.