Carroll Advisory Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Carroll Advisory Group’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	$215K	Buy	+887	New	+$207K	0.07%	73

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

Carroll Advisory Group's IWD Position: Q2 2026 in Review

Carroll Advisory Group opened a new position in iShares Russell 1000 Value ETF (IWD) in Q2 2026: 887 shares worth $215K. The stake represents 0.07% of the portfolio and ranks #73 among its holdings.

1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Carroll Advisory Group held 887 shares of iShares Russell 1000 Value ETF worth $215K as of Q2 2026.
iShares Russell 1000 Value ETF was a new Carroll Advisory Group position in Q2 2026.
iShares Russell 1000 Value ETF made up 0.07% of Carroll Advisory Group's portfolio in Q2 2026, its #73 holding.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Carroll Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.