Clear Trail Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Clear Trail 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	$314K	Sell	1,294 -388	-23%	-$90.4K	0.05%	139
2026 Q1	$359K	Sell	1,682 -98	-6%	-$21.5K	0.06%	125
2025 Q4	$374K	Buy	+1,780	New	+$368K	0.09%	100

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

Clear Trail Advisors's IWD Position: Q2 2026 in Review

Clear Trail Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 23% in Q2 2026, selling an estimated $90.4K and leaving 1,294 shares worth $314K. The position accounts for 0.05% of the portfolio, ranked #139.

Clear Trail Advisors first reported a position in IWD in Q4 2025 and has held it in 3 quarters since. The position peaked at $374K in Q4 2025. 1,970 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Clear Trail Advisors held 1,294 shares of iShares Russell 1000 Value ETF worth $314K as of Q2 2026.
Clear Trail Advisors sold 388 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $90.4K.
iShares Russell 1000 Value ETF made up 0.05% of Clear Trail Advisors's portfolio in Q2 2026, its #139 holding.
Clear Trail Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2025 and has held it in 3 quarters since.
Clear Trail Advisors's iShares Russell 1000 Value ETF position peaked at $374K in Q4 2025.
1,970 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Clear Trail Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.