Daybright Advisory Services’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
$1.43M Buy
5,675
+121
+2% +$28.2K 0.34% 50
2026
Q1
$1.19M Buy
5,554
+950
+21% +$208K 0.33% 50
2025
Q4
$968K Buy
+4,604
New +$951K 0.26% 58

Other funds holding IWD

Daybright Advisory Services's IWD Position: Q2 2026 in Review

Daybright Advisory Services increased its iShares Russell 1000 Value ETF (IWD) stake by 2.2% in Q2 2026, buying an estimated $28.2K and bringing the position to 5,675 shares worth $1.43M. The position accounts for 0.34% of the portfolio, ranked #50.

Daybright Advisory Services first reported a position in IWD in Q4 2025 and has held it in 3 quarters since. 1,975 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Daybright Advisory Services held 5,675 shares of iShares Russell 1000 Value ETF worth $1.43M as of Q2 2026.
  • Daybright Advisory Services bought 121 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $28.2K.
  • iShares Russell 1000 Value ETF made up 0.34% of Daybright Advisory Services's portfolio in Q2 2026, its #50 holding.
  • Daybright Advisory Services first reported a position in iShares Russell 1000 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,975 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Daybright Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.