Ballew Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $496K | Hold |
2,011
| – | – | 0.26% | 73 |
|
|
2026
Q1 | $449K | Sell |
2,011
-8
| -0.4% | -$1.75K | 0.25% | 77 |
|
|
2025
Q4 | $439K | Sell |
2,019
-1,287
| -39% | -$266K | 0.25% | 73 |
|
|
2025
Q3 | $672K | Sell |
3,306
-268
| -7% | -$53.3K | 0.37% | 59 |
|
|
2025
Q2 | $706K | Sell |
3,574
-18
| -0.5% | -$3.33K | 0.42% | 55 |
|
|
2025
Q1 | $633K | Hold |
3,592
| – | – | 0.42% | 57 |
|
|
2024
Q4 | $665K | Buy |
3,592
+1
| +0% | +$192 | 0.42% | 59 |
|
|
2024
Q3 | $682K | Hold |
3,591
| – | – | 0.46% | 54 |
|
|
2024
Q2 | $644K | Sell |
3,591
-130
| -3% | -$22.7K | 0.43% | 59 |
|
|
2024
Q1 | $650K | Sell |
3,721
-11
| -0.3% | -$1.86K | 0.45% | 55 |
|
|
2023
Q4 | $608K | Hold |
3,732
| – | – | 0.46% | 54 |
|
|
2023
Q3 | $555K | Hold |
3,732
| – | – | 0.46% | 62 |
|
|
2023
Q2 | $593K | Hold |
3,732
| – | – | 0.43% | 61 |
|
|
2023
Q1 | $580K | Sell |
3,732
-250
| -6% | -$38.6K | 0.42% | 62 |
|
|
2022
Q4 | $629K | Sell |
3,982
-99
| -2% | -$14.8K | 0.48% | 49 |
|
|
2022
Q3 | $563K | Buy |
4,081
+209
| +5% | +$31.4K | 0.51% | 48 |
|
|
2022
Q2 | $554K | Sell |
3,872
-33
| -0.8% | -$5.16K | 0.51% | 47 |
|
|
2022
Q1 | $649K | Buy |
3,905
+1
| +0% | +$164 | 0.5% | 45 |
|
|
2021
Q4 | $662K | Buy |
3,904
+147
| +4% | +$24.1K | 0.46% | 54 |
|
|
2021
Q3 | $603K | Hold |
3,757
| – | – | 0.44% | 57 |
|
|
2021
Q2 | $598K | Sell |
3,757
-3,757
| -50% | -$595K | 0.41% | 61 |
|
|
2021
Q1 | $1.15M | Buy |
7,514
+3,757
| +100% | +$544K | 0.42% | 59 |
|
|
2020
Q4 | $529K | Buy |
3,757
+666
| +22% | +$85.4K | 0.41% | 50 |
|
|
2020
Q3 | $373K | Sell |
3,091
-407
| -12% | -$48.3K | 0.32% | 60 |
|
|
2020
Q2 | $394K | Buy |
3,498
+2
| +0.1% | +$220 | 0.39% | 51 |
|
|
2020
Q1 | $347K | Buy |
3,496
+28
| +0.8% | +$3.49K | 0.39% | 47 |
|
|
2019
Q4 | $474K | Buy |
3,468
+3
| +0.1% | +$395 | 0.41% | 51 |
|
|
2019
Q3 | $429K | Buy |
3,465
+398
| +13% | +$50.6K | 0.39% | 56 |
|
|
2019
Q2 | $397K | Hold |
3,067
| – | – | 0.36% | 58 |
|
|
2019
Q1 | $390K | Hold |
3,067
| – | – | 0.36% | 56 |
|
|
2018
Q4 | $367K | Hold |
3,067
| – | – | 0.34% | 57 |
|
|
2018
Q3 | $360K | Sell |
3,067
-100
| -3% | -$12.6K | 0.33% | 56 |
|
|
2018
Q2 | $384K | Buy |
3,167
+100
| +3% | +$12.2K | 0.43% | 52 |
|
|
2018
Q1 | $368K | Sell |
3,067
-37
| -1% | -$4.61K | 0.32% | 64 |
|
|
2017
Q4 | $386K | Buy |
+3,104
| New | +$376K | 0.38% | 60 |
|
Other funds holding IWD
Ballew Advisors's IWD Position: Q2 2026 in Review
Ballew Advisors held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 2,011 shares worth $496K. The position accounts for 0.26% of the portfolio, ranked #73.
Ballew Advisors first reported a position in IWD in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.15M in Q1 2021. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.
- Ballew Advisors held 2,011 shares of iShares Russell 1000 Value ETF worth $496K as of Q2 2026.
- Ballew Advisors left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
- iShares Russell 1000 Value ETF made up 0.26% of Ballew Advisors's portfolio in Q2 2026, its #73 holding.
- Ballew Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2017 and has held it in 35 quarters since.
- Ballew Advisors's iShares Russell 1000 Value ETF position peaked at $1.15M in Q1 2021.
- 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.
Based on Ballew Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.