Barnes Pettey Financial Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Barnes Pettey Financial Advisors’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	$220K	Buy	+906	New	+$211K	0.07%	164
2026 Q1	–	Sell	-1,223	Closed	-$257K	–	161
2025 Q4	$257K	Hold	1,223	–	–	0.13%	124
2025 Q3	$249K	Hold	1,223	–	–	0.14%	114
2025 Q2	$238K	Hold	1,223	–	–	0.16%	96
2025 Q1	$230K	Hold	1,223	–	–	0.18%	91
2024 Q4	$226K	Hold	1,223	–	–	0.17%	90
2024 Q3	$232K	Hold	1,223	–	–	0.19%	89
2024 Q2	$213K	Hold	1,223	–	–	0.18%	92
2024 Q1	$219K	Buy	+1,223	New	+$207K	0.19%	87

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

Barnes Pettey Financial Advisors's IWD Position: Q2 2026 in Review

Barnes Pettey Financial Advisors opened a new position in iShares Russell 1000 Value ETF (IWD) in Q2 2026: 906 shares worth $220K. The stake represents 0.07% of the portfolio and ranks #164 among its holdings. This is a return to the name: Barnes Pettey Financial Advisors previously reported a position in IWD as recently as Q4 2025.

Barnes Pettey Financial Advisors first reported a position in IWD in Q1 2024 and has held it in 9 quarters since. The position peaked at $257K in Q4 2025. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Barnes Pettey Financial Advisors held 906 shares of iShares Russell 1000 Value ETF worth $220K as of Q2 2026.
iShares Russell 1000 Value ETF was a new Barnes Pettey Financial Advisors position in Q2 2026.
iShares Russell 1000 Value ETF made up 0.07% of Barnes Pettey Financial Advisors's portfolio in Q2 2026, its #164 holding.
Barnes Pettey Financial Advisors first reported a position in iShares Russell 1000 Value ETF in Q1 2024 and has held it in 9 quarters since.
Barnes Pettey Financial Advisors's iShares Russell 1000 Value ETF position peaked at $257K in Q4 2025.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Barnes Pettey Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.