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

Curtis Advisory Group’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	–	Sell	-9,996	Closed	-$2.14M	–	119
2026 Q1	$2.14M	Buy	+9,996	New	+$2.19M	0.46%	49
2025 Q2	–	Sell	-9,127	Closed	-$1.72M	–	109
2025 Q1	$1.72M	Buy	+9,127	New	+$1.74M	0.5%	37

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

Curtis Advisory Group's IWD Position: Q2 2026 in Review

Curtis Advisory Group sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2026, closing a stake of 9,996 shares — an estimated $2.14M sold.

Curtis Advisory Group first reported a position in IWD in Q1 2025 and held it in 2 quarters. The position peaked at $2.14M in Q1 2026. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Curtis Advisory Group reported no remaining iShares Russell 1000 Value ETF position as of Q2 2026 after selling out during the quarter.
Curtis Advisory Group sold 9,996 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $2.14M.
Curtis Advisory Group first reported a position in iShares Russell 1000 Value ETF in Q1 2025 and held it in 2 quarters.
Curtis Advisory Group's iShares Russell 1000 Value ETF position peaked at $2.14M in Q1 2026.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Curtis Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.