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

Elevated Capital 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	$8K	Hold	33	–	–	﹤0.01%	508
2026 Q1	$7.05K	Hold	33	–	–	﹤0.01%	508
2025 Q4	$6.94K	Buy	+33	New	+$6.82K	﹤0.01%	489
2024 Q4	–	Sell	-2,966	Closed	-$563K	–	267
2024 Q3	$563K	Sell	2,966 -61	-2%	-$11.1K	0.15%	196
2024 Q2	$528K	Sell	3,027 -61	-2%	-$10.7K	0.15%	172
2024 Q1	$553K	Buy	3,088 +1,677	+119%	+$284K	0.16%	130
2023 Q4	$233K	Sell	1,411 -32	-2%	-$4.94K	0.07%	167
2023 Q3	$219K	Sell	1,443 -13	-0.9%	-$2.06K	0.07%	162
2023 Q2	$230K	Sell	1,456 -390	-21%	-$59.6K	0.08%	170
2023 Q1	$281K	Buy	1,846 +27	+1%	+$4.17K	0.1%	155
2022 Q4	$276K	Buy	+1,819	New	+$272K	0.11%	144

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

Elevated Capital Advisors's IWD Position: Q2 2026 in Review

Elevated Capital Advisors held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 33 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #508.

Elevated Capital Advisors first reported a position in IWD in Q4 2022 and has held it in 11 quarters since. The position peaked at $563K in Q3 2024. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Elevated Capital Advisors held 33 shares of iShares Russell 1000 Value ETF worth $8K as of Q2 2026.
Elevated Capital Advisors left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q2 2026, its #508 holding.
Elevated Capital Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2022 and has held it in 11 quarters since.
Elevated Capital Advisors's iShares Russell 1000 Value ETF position peaked at $563K in Q3 2024.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.