Core Wealth Advisors (Florida)’s iShares Russell 1000 Value ETF IWD Stock Holding History

Core Wealth Advisors (Florida)’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	$1.29M	Sell	5,314 -25	-0.5%	-$5.82K	0.26%	42
2026 Q1	$1.14M	Hold	5,339	–	–	0.27%	38
2025 Q4	$1.12M	Sell	5,339 -44	-0.8%	-$9.09K	0.29%	32
2025 Q3	$1.1M	Buy	5,383 +41	+0.8%	+$8.16K	0.29%	31
2025 Q2	$1.04M	Buy	5,342 +2	+0%	+$370	0.3%	31
2025 Q1	$1M	Buy	5,340 +1	+0%	+$190	0.32%	28
2024 Q4	$988K	Buy	5,339 +93	+2%	+$17.8K	0.33%	29
2024 Q3	$996K	Sell	5,246 -353	-6%	-$64.3K	0.32%	28
2024 Q2	$977K	Hold	5,599	–	–	0.33%	28
2024 Q1	$1M	Hold	5,599	–	–	0.34%	26
2023 Q4	$925K	Sell	5,599 -452	-7%	-$69.8K	0.34%	25
2023 Q3	$919K	Hold	6,051	–	–	0.38%	26
2023 Q2	$955K	Hold	6,051	–	–	0.38%	25
2023 Q1	$921K	Hold	6,051	–	–	0.37%	27
2022 Q4	$918K	Hold	6,051	–	–	0.4%	25
2022 Q3	$823K	Hold	6,051	–	–	0.48%	23
2022 Q2	$877K	Hold	6,051	–	–	0.54%	22
2022 Q1	$1M	Hold	6,051	–	–	0.56%	22
2021 Q4	$1.02M	Hold	6,051	–	–	0.61%	19
2021 Q3	$947K	Hold	6,051	–	–	0.63%	23
2021 Q2	$960K	Hold	6,051	–	–	0.64%	24
2021 Q1	$917K	Hold	6,051	–	–	0.81%	13
2020 Q4	$827K	Sell	6,051 -4	-0.1%	-$513	0.74%	15
2020 Q3	$715K	Sell	6,055 -576	-9%	-$68.3K	0.67%	17
2020 Q2	$747K	Sell	6,631 -33,491	-83%	-$3.68M	0.66%	21
2020 Q1	$3.98M	Sell	40,122 -942	-2%	-$117K	3.03%	12
2019 Q4	$5.6M	Buy	+41,064	New	+$5.41M	3.22%	14

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

Core Wealth Advisors (Florida)'s IWD Position: Q2 2026 in Review

Core Wealth Advisors (Florida) reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.47% in Q2 2026, selling an estimated $5.82K and leaving 5,314 shares worth $1.29M. The position accounts for 0.26% of the portfolio, ranked #42.

Core Wealth Advisors (Florida) first reported a position in IWD in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.6M in Q4 2019. 1,968 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Core Wealth Advisors (Florida) held 5,314 shares of iShares Russell 1000 Value ETF worth $1.29M as of Q2 2026.
Core Wealth Advisors (Florida) sold 25 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $5.82K.
iShares Russell 1000 Value ETF made up 0.26% of Core Wealth Advisors (Florida)'s portfolio in Q2 2026, its #42 holding.
Core Wealth Advisors (Florida) first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and has held it in 27 quarters since.
Core Wealth Advisors (Florida)'s iShares Russell 1000 Value ETF position peaked at $5.6M in Q4 2019.
1,968 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2026, filed 11 Aug 2026.