Concurrent Investment Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Concurrent Investment 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	$54M	Buy	222,877 +33,293	+18%	+$7.75M	0.46%	36
2026 Q1	$40.5M	Buy	189,584 +10,526	+6%	+$2.31M	0.44%	39
2025 Q4	$37.7M	Buy	179,058 +153,572	+603%	+$31.7M	0.43%	42
2025 Q3	$5.19M	Buy	25,486 +3,718	+17%	+$740K	0.09%	230
2025 Q2	$4.23M	Buy	21,768 +8,570	+65%	+$1.59M	0.08%	255
2025 Q1	$2.48M	Buy	13,198 +3,766	+40%	+$717K	0.06%	327
2024 Q4	$1.75M	Buy	9,432 +1,235	+15%	+$237K	0.05%	354
2024 Q3	$1.56M	Buy	8,197 +643	+9%	+$117K	0.05%	370
2024 Q2	$1.32M	Buy	7,554 +829	+12%	+$145K	0.04%	372
2024 Q1	$1.2M	Sell	6,725 -279	-4%	-$47.2K	0.05%	345
2023 Q4	$1.16M	Buy	+7,004	New	+$1.08M	0.05%	308

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 22.9% 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

Concurrent Investment Advisors's IWD Position: Q2 2026 in Review

Concurrent Investment Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 18% in Q2 2026, buying an estimated $7.75M and bringing the position to 222,877 shares worth $54M. The position accounts for 0.46% of the portfolio, ranked #36.

Concurrent Investment Advisors first reported a position in IWD in Q4 2023 and has held it in 11 quarters since. 1,981 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Concurrent Investment Advisors held 222,877 shares of iShares Russell 1000 Value ETF worth $54M as of Q2 2026.
Concurrent Investment Advisors bought 33,293 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $7.75M.
iShares Russell 1000 Value ETF made up 0.46% of Concurrent Investment Advisors's portfolio in Q2 2026, its #36 holding.
Concurrent Investment Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 11 quarters since.
1,981 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.