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Doliver Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Doliver Advisors’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 		$376K Hold
1,550
– – 0.09% 147
2026
Q1 		$331K Hold
1,550
– – 0.08% 147
2025
Q4 		$326K Hold
1,550
– – 0.08% 143
2025
Q3 		$316K Hold
1,550
– – 0.08% 154
2025
Q2 		$301K Hold
1,550
– – 0.08% 143
2025
Q1 		$292K Sell
1,550
-100
-6% -$19K 0.08% 140
2024
Q4 		$305K Hold
1,650
– – 0.08% 131
2024
Q3 		$313K Hold
1,650
– – 0.09% 124
2024
Q2 		$288K Hold
1,650
– – 0.08% 126
2024
Q1 		$296K Hold
1,650
– – 0.08% 124
2023
Q4 		$273K Hold
1,650
– – 0.08% 128
2023
Q3 		$251K Hold
1,650
– – 0.08% 132
2023
Q2 		$260K Hold
1,650
– – 0.08% 143
2023
Q1 		$251K Hold
1,650
– – 0.08% 141
2022
Q4 		$250K Sell
1,650
-250
-13% -$37.4K 0.08% 130
2022
Q3 		$258K Sell
1,900
-135
-7% -$20.3K 0.1% 119
2022
Q2 		$295K Hold
2,035
– – 0.1% 124
2022
Q1 		$338K Buy
+2,035
New +$334K 0.11% 123
2021
Q4 		– Sell
-1,835
Closed -$287K – 176
2021
Q3 		$287K Hold
1,835
– – 0.1% 138
2021
Q2 		$291K Buy
+1,835
New +$291K 0.1% 118

Other funds holding IWD

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Doliver Advisors's IWD Position: Q2 2026 in Review

Doliver Advisors held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 1,550 shares worth $376K. The position accounts for 0.09% of the portfolio, ranked #147.

Doliver Advisors first reported a position in IWD in Q2 2021 and has held it in 20 quarters since. 552 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Doliver Advisors held 1,550 shares of iShares Russell 1000 Value ETF worth $376K as of Q2 2026.
  • Doliver Advisors left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Value ETF made up 0.09% of Doliver Advisors's portfolio in Q2 2026, its #147 holding.
  • Doliver Advisors first reported a position in iShares Russell 1000 Value ETF in Q2 2021 and has held it in 20 quarters since.
  • 552 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Doliver Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.