Certified Advisory Corp’s iShares Russell 1000 Value ETF IWD Stock Holding History

Certified Advisory Corp’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	$1.45M	Sell	5,988 -98	-2%	-$22.8K	0.12%	143
2026 Q1	$1.3M	Sell	6,086 -121	-2%	-$26.5K	0.12%	143
2025 Q4	$1.31M	Sell	6,207 -101	-2%	-$20.9K	0.12%	146
2025 Q3	$1.28M	Sell	6,308 -237	-4%	-$47.1K	0.12%	141
2025 Q2	$1.27M	Sell	6,545 -341	-5%	-$63.2K	0.13%	137
2025 Q1	$1.3M	Sell	6,886 -4,481	-39%	-$853K	0.15%	133
2024 Q4	$2.1M	Buy	11,367 +164	+1%	+$31.5K	0.23%	104
2024 Q3	$2.13M	Sell	11,203 -37	-0.3%	-$6.74K	0.24%	105
2024 Q2	$1.96M	Buy	+11,240	New	+$1.97M	0.25%	105
2024 Q1	–	Sell	-11,709	Closed	-$1.93M	–	273
2023 Q4	$1.93M	Buy	+11,709	New	+$1.81M	0.29%	95
2023 Q2	–	Sell	-12,037	Closed	-$1.83M	–	276
2023 Q1	$1.83M	Sell	12,037 -48	-0.4%	-$7.41K	0.33%	88
2022 Q4	$1.83M	Sell	12,085 -58	-0.5%	-$8.68K	0.36%	79
2022 Q3	$1.65M	Buy	12,143 +180	+2%	+$27K	0.38%	76
2022 Q2	$1.73M	Buy	11,963 +612	+5%	+$95.7K	0.39%	72
2022 Q1	$1.88M	Buy	11,351 +661	+6%	+$109K	0.4%	70
2021 Q4	$1.79M	Sell	10,690 -259	-2%	-$42.4K	0.4%	65
2021 Q3	$1.71M	Sell	10,949 -430	-4%	-$68.9K	0.42%	63
2021 Q2	$1.8M	Sell	11,379 -1,389	-11%	-$220K	0.45%	56
2021 Q1	$1.94M	Buy	+12,768	New	+$1.85M	0.5%	52
2020 Q2	$1.63M	Sell	14,472 -1,521	-10%	-$167K	0.54%	50
2020 Q1	$1.59M	Sell	15,993 -782	-5%	-$97.5K	0.63%	37
2019 Q4	$2.29M	Sell	16,775 -1,466	-8%	-$193K	0.73%	31
2019 Q3	$2.34M	Sell	18,241 -1,198	-6%	-$152K	0.81%	27
2019 Q2	$2.47M	Buy	19,439 +14,246	+274%	+$1.78M	0.92%	20
2019 Q1	$641K	Buy	5,193 +1,673	+48%	+$201K	0.27%	85
2018 Q4	$391K	Buy	3,520 +685	+24%	+$82.1K	0.2%	103
2018 Q3	$359K	Buy	2,835 +452	+19%	+$56.8K	0.17%	110
2018 Q2	$326K	Sell	2,383 -210	-8%	-$25.5K	0.18%	109
2018 Q1	$311K	Buy	2,593 +269	+12%	+$33.5K	0.18%	111
2017 Q4	$288K	Buy	+2,324	New	+$282K	0.21%	93

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

Certified Advisory Corp's IWD Position: Q2 2026 in Review

Certified Advisory Corp reduced its iShares Russell 1000 Value ETF (IWD) stake by 1.6% in Q2 2026, selling an estimated $22.8K and leaving 5,988 shares worth $1.45M. The position accounts for 0.12% of the portfolio, ranked #143.

Certified Advisory Corp first reported a position in IWD in Q4 2017 and has held it in 30 quarters since. The position peaked at $2.47M in Q2 2019. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Certified Advisory Corp held 5,988 shares of iShares Russell 1000 Value ETF worth $1.45M as of Q2 2026.
Certified Advisory Corp sold 98 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $22.8K.
iShares Russell 1000 Value ETF made up 0.12% of Certified Advisory Corp's portfolio in Q2 2026, its #143 holding.
Certified Advisory Corp first reported a position in iShares Russell 1000 Value ETF in Q4 2017 and has held it in 30 quarters since.
Certified Advisory Corp's iShares Russell 1000 Value ETF position peaked at $2.47M in Q2 2019.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.