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

Continuum Advisory’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 Q1	$822K	Sell	3,848 -9	-0.2%	-$1.97K	0.08%	216
2025 Q4	$811K	Sell	3,857 -101	-3%	-$20.9K	0.08%	209
2025 Q3	$806K	Buy	3,958 +23	+0.6%	+$4.58K	0.09%	203
2025 Q2	$764K	Hold	3,935	–	–	0.09%	204
2025 Q1	$740K	Sell	3,935 -4	-0.1%	-$762	0.1%	186
2024 Q4	$729K	Hold	3,939	–	–	0.09%	192
2024 Q3	$763K	Buy	3,939 +1	+0%	+$182	0.1%	191
2024 Q2	$687K	Hold	3,938	–	–	0.1%	190
2024 Q1	$696K	Sell	3,938 -749	-16%	-$127K	0.1%	194
2023 Q4	$775K	Buy	4,687 +2,393	+104%	+$370K	0.11%	212
2023 Q3	$348K	Buy	2,294 +236	+11%	+$37.4K	0.06%	335
2023 Q2	$325K	Sell	2,058 -2,033	-50%	-$311K	0.05%	352
2023 Q1	$623K	Buy	4,091 +200	+5%	+$30.9K	0.11%	230
2022 Q4	$590K	Buy	3,891 +317	+9%	+$47.5K	0.11%	227
2022 Q3	$486K	Buy	+3,574	New	+$537K	0.09%	243

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Continuum Advisory's IWD Position: Q1 2026 in Review

Continuum Advisory reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.23% in Q1 2026, selling an estimated $1.97K and leaving 3,848 shares worth $822K. The position accounts for 0.08% of the portfolio, ranked #216.

Continuum Advisory first reported a position in IWD in Q3 2022 and has held it in 15 quarters since. 1,900 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Continuum Advisory held 3,848 shares of iShares Russell 1000 Value ETF worth $822K as of Q1 2026.
Continuum Advisory sold 9 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $1.97K.
iShares Russell 1000 Value ETF made up 0.08% of Continuum Advisory's portfolio in Q1 2026, its #216 holding.
Continuum Advisory first reported a position in iShares Russell 1000 Value ETF in Q3 2022 and has held it in 15 quarters since.
1,900 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.