Crewe Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $441K | Sell |
1,821
-58
| -3% | -$13.5K | 0.03% | 155 |
|
|
2026
Q1 | $401K | Hold |
1,879
| – | – | 0.03% | 144 |
|
|
2025
Q4 | $395K | Hold |
1,879
| – | – | 0.04% | 149 |
|
|
2025
Q3 | $383K | Buy |
1,879
+683
| +57% | +$136K | 0.04% | 143 |
|
|
2025
Q2 | $232K | Sell |
1,196
-343
| -22% | -$63.5K | 0.03% | 138 |
|
|
2025
Q1 | $290K | Buy |
1,539
+75
| +5% | +$14.3K | 0.04% | 114 |
|
|
2024
Q4 | $271K | Buy |
1,464
+613
| +72% | +$118K | 0.04% | 124 |
|
|
2024
Q3 | $162K | Hold |
851
| – | – | 0.02% | 172 |
|
|
2024
Q2 | $148K | Sell |
851
-142
| -14% | -$24.8K | 0.02% | 215 |
|
|
2024
Q1 | $178K | Sell |
993
-1
| -0.1% | -$169 | 0.02% | 186 |
|
|
2023
Q4 | $164K | Hold |
994
| – | – | 0.03% | 76 |
|
|
2023
Q3 | $151K | Buy |
994
+42
| +4% | +$6.66K | 0.03% | 79 |
|
|
2023
Q2 | $150K | Sell |
952
-26
| -3% | -$3.98K | 0.02% | 164 |
|
|
2023
Q1 | $149K | Buy |
978
+26
| +3% | +$4.01K | 0.02% | 183 |
|
|
2022
Q4 | $144K | Buy |
952
+915
| +2,473% | +$137K | 0.02% | 186 |
|
|
2022
Q3 | $5K | Hold |
37
| – | – | ﹤0.01% | 851 |
|
|
2022
Q2 | $5K | Hold |
37
| – | – | ﹤0.01% | 763 |
|
|
2022
Q1 | $6K | Hold |
37
| – | – | ﹤0.01% | 383 |
|
|
2021
Q4 | $6K | Hold |
37
| – | – | ﹤0.01% | 345 |
|
|
2021
Q3 | $6K | Hold |
37
| – | – | ﹤0.01% | 290 |
|
|
2021
Q2 | $6K | Hold |
37
| – | – | ﹤0.01% | 316 |
|
|
2021
Q1 | $6K | Hold |
37
| – | – | ﹤0.01% | 350 |
|
|
2020
Q4 | $5K | Hold |
37
| – | – | ﹤0.01% | 354 |
|
|
2020
Q3 | $4K | Hold |
37
| – | – | ﹤0.01% | 400 |
|
|
2020
Q2 | $4K | Hold |
37
| – | – | ﹤0.01% | 185 |
|
|
2020
Q1 | $4K | Hold |
37
| – | – | ﹤0.01% | 159 |
|
|
2019
Q4 | $5K | Sell |
37
-131
| -78% | -$17.3K | ﹤0.01% | 191 |
|
|
2019
Q3 | $22K | Hold |
168
| – | – | 0.01% | 156 |
|
|
2019
Q2 | $21K | Hold |
168
| – | – | 0.01% | 185 |
|
|
2019
Q1 | $21K | Hold |
168
| – | – | 0.01% | 158 |
|
|
2018
Q4 | $19K | Hold |
168
| – | – | 0.01% | 162 |
|
|
2018
Q3 | $21K | Hold |
168
| – | – | 0.02% | 171 |
|
|
2018
Q2 | $20K | Sell |
168
-257
| -60% | -$31.3K | 0.02% | 174 |
|
|
2018
Q1 | $51K | Hold |
425
| – | – | 0.05% | 113 |
|
|
2017
Q4 | $53K | Buy |
+425
| New | +$51.5K | 0.05% | 111 |
|
Other funds holding IWD
Crewe Advisors's IWD Position: Q2 2026 in Review
Crewe Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 3.1% in Q2 2026, selling an estimated $13.5K and leaving 1,821 shares worth $441K. The position accounts for 0.03% of the portfolio, ranked #155.
Crewe Advisors first reported a position in IWD in Q4 2017 and has held it in 35 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.
- Crewe Advisors held 1,821 shares of iShares Russell 1000 Value ETF worth $441K as of Q2 2026.
- Crewe Advisors sold 58 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $13.5K.
- iShares Russell 1000 Value ETF made up 0.03% of Crewe Advisors's portfolio in Q2 2026, its #155 holding.
- Crewe Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2017 and has held it in 35 quarters since.
- 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.
Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.