Diversify 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
$1.86M Buy
+7,454
New +$1.74M 0.03% 437
2024
Q4
– Sell
-1,254
Closed -$240K – 657
2024
Q3
$240K Sell
1,254
-76
-6% -$13.8K 0.01% 556
2024
Q2
$231K Buy
1,330
+152
+13% +$26.6K 0.01% 575
2024
Q1
$210K Buy
+1,178
New +$199K 0.01% 606

Other funds holding IWD

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

Diversify Advisory Services opened a new position in iShares Russell 1000 Value ETF (IWD) in Q2 2026: 7,454 shares worth $1.86M. The stake represents 0.03% of the portfolio and ranks #437 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in IWD as recently as Q3 2024.

Diversify Advisory Services first reported a position in IWD in Q1 2024 and has held it in 4 quarters since. 1,981 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Diversify Advisory Services held 7,454 shares of iShares Russell 1000 Value ETF worth $1.86M as of Q2 2026.
  • iShares Russell 1000 Value ETF was a new Diversify Advisory Services position in Q2 2026.
  • iShares Russell 1000 Value ETF made up 0.03% of Diversify Advisory Services's portfolio in Q2 2026, its #437 holding.
  • Diversify Advisory Services first reported a position in iShares Russell 1000 Value ETF in Q1 2024 and has held it in 4 quarters since.
  • 1,981 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.