Central Valley Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Central Valley 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	$3.18M	Sell	13,125 -200	-2%	-$46.6K	0.82%	31
2026 Q1	$2.85M	Buy	13,325 +514	+4%	+$113K	0.78%	36
2025 Q4	$2.69M	Sell	12,811 -104	-0.8%	-$21.5K	0.81%	37
2025 Q3	$2.63M	Sell	12,915 -57	-0.4%	-$11.3K	0.81%	35
2025 Q2	$2.52M	Sell	12,972 -13,301	-51%	-$2.46M	0.86%	32
2025 Q1	$4.94M	Sell	26,273 -1,200	-4%	-$229K	1.87%	16
2024 Q4	$5.09M	Sell	27,473 -218	-0.8%	-$41.8K	2.31%	11
2024 Q3	$5.26M	Sell	27,691 -17	-0.1%	-$3.1K	2.97%	6
2024 Q2	$4.72M	Sell	27,708 -3,250	-10%	-$568K	2.02%	10
2024 Q1	$5.54M	Sell	30,958 -1,684	-5%	-$285K	2.86%	6
2023 Q4	$5.39M	Buy	+32,642	New	+$5.04M	3.17%	5

Other funds holding IWD

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return

BWCS

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Central Valley Advisors's IWD Position: Q2 2026 in Review

Central Valley Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 1.5% in Q2 2026, selling an estimated $46.6K and leaving 13,125 shares worth $3.18M. The position accounts for 0.82% of the portfolio, ranked #31.

Central Valley Advisors first reported a position in IWD in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.54M in Q1 2024. 552 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Central Valley Advisors held 13,125 shares of iShares Russell 1000 Value ETF worth $3.18M as of Q2 2026.
Central Valley Advisors sold 200 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $46.6K.
iShares Russell 1000 Value ETF made up 0.82% of Central Valley Advisors's portfolio in Q2 2026, its #31 holding.
Central Valley Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 11 quarters since.
Central Valley Advisors's iShares Russell 1000 Value ETF position peaked at $5.54M in Q1 2024.
552 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Central Valley Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.