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

Evergreen 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 		$1M Hold
4,128
– – 0.21% 13
2026
Q1 		$882K Hold
4,128
– – 0.21% 12
2025
Q4 		$868K Buy
+4,128
New +$853K 0.21% 12
2025
Q2 		$821K Buy
4,228
+146
+4% +$27K 0.22% 12
2025
Q1 		$768K Buy
4,082
+773
+23% +$147K 0.21% 13
2024
Q4 		$613K Sell
3,309
-1,171
-26% -$225K 0.17% 13
2024
Q3 		$850K Sell
4,480
-214
-5% -$39K 0.23% 12
2024
Q2 		$819K Hold
4,694
– – 0.25% 12
2024
Q1 		$841K Sell
4,694
-124
-3% -$21K 0.26% 12
2023
Q4 		$796K Hold
4,818
– – 0.26% 12
2023
Q3 		$731K Buy
4,818
+113
+2% +$17.9K 0.26% 13
2023
Q2 		$743K Hold
4,705
– – 0.26% 13
2023
Q1 		$716K Sell
4,705
-336
-7% -$51.9K 0.27% 12
2022
Q4 		$764K Sell
5,041
-4,730
-48% -$708K 0.3% 12
2022
Q3 		$1.33M Buy
9,771
+4,049
+71% +$608K 0.56% 6
2022
Q2 		$830K Buy
5,722
+849
+17% +$133K 0.33% 7
2022
Q1 		$809K Buy
4,873
+627
+15% +$103K 0.28% 8
2021
Q4 		$713K Sell
4,246
-590
-12% -$96.7K 0.24% 8
2021
Q3 		$757K Buy
4,836
+1,242
+35% +$199K 0.27% 8
2021
Q2 		$545K Hold
3,594
– – 0.24% 8
2021
Q1 		$545K Buy
3,594
+582
+19% +$84.2K 0.21% 9
2020
Q4 		$412K Buy
+3,012
New +$386K 0.17% 10

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Evergreen Advisors's IWD Position: Q2 2026 in Review

Evergreen Advisors held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 4,128 shares worth $1M. The position accounts for 0.21% of the portfolio, ranked #13.

Evergreen Advisors first reported a position in IWD in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.33M in Q3 2022. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Evergreen Advisors held 4,128 shares of iShares Russell 1000 Value ETF worth $1M as of Q2 2026.
  • Evergreen Advisors left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Value ETF made up 0.21% of Evergreen Advisors's portfolio in Q2 2026, its #13 holding.
  • Evergreen Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and has held it in 22 quarters since.
  • Evergreen Advisors's iShares Russell 1000 Value ETF position peaked at $1.33M in Q3 2022.
  • 1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Evergreen Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.