EWA
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EverSource Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

EverSource Wealth 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 		$2.4M Buy
9,915
+527
+6% +$123K 0.08% 194
2026
Q1 		$2.01M Sell
9,388
-709
-7% -$155K 0.06% 222
2025
Q4 		$2.12M Buy
10,097
+3,513
+53% +$726K 0.08% 185
2025
Q3 		$1.34M Buy
6,584
+3,649
+124% +$726K 0.05% 245
2025
Q2 		$570K Sell
2,935
-12,083
-80% -$2.24M 0.03% 408
2025
Q1 		$2.83M Sell
15,018
-5,564
-27% -$1.06M 0.16% 124
2024
Q4 		$3.81M Buy
20,582
+211
+1% +$40.5K 0.21% 95
2024
Q3 		$3.87M Sell
20,371
-2,021
-9% -$368K 0.24% 87
2024
Q2 		$4.11M Buy
22,392
+6,738
+43% +$1.18M 0.27% 80
2024
Q1 		$2.68M Buy
15,654
+6,492
+71% +$1.1M 0.21% 101
2023
Q4 		$1.51M Buy
9,162
+1,244
+16% +$192K 0.14% 136
2023
Q3 		$1.2M Sell
7,918
-727
-8% -$115K 0.13% 142
2023
Q2 		$1.36M Buy
8,645
+408
+5% +$62.4K 0.15% 127
2023
Q1 		$1.25M Buy
8,237
+669
+9% +$103K 0.16% 121
2022
Q4 		$1.15M Buy
7,568
+5,059
+202% +$757K 0.17% 107
2022
Q3 		$341K Buy
2,509
+354
+16% +$53.2K 0.08% 218
2022
Q2 		$313K Sell
2,155
-188
-8% -$29.4K 0.08% 204
2022
Q1 		$389K Buy
2,343
+3
+0.1% +$493 0.1% 180
2021
Q4 		$393K Buy
+2,340
New +$383K 0.11% 143

Other funds holding IWD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

EverSource Wealth Advisors's IWD Position: Q2 2026 in Review

EverSource Wealth Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 5.6% in Q2 2026, buying an estimated $123K and bringing the position to 9,915 shares worth $2.4M. The position accounts for 0.08% of the portfolio, ranked #194.

EverSource Wealth Advisors first reported a position in IWD in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.11M in Q2 2024. 1,076 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • EverSource Wealth Advisors held 9,915 shares of iShares Russell 1000 Value ETF worth $2.4M as of Q2 2026.
  • EverSource Wealth Advisors bought 527 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $123K.
  • iShares Russell 1000 Value ETF made up 0.08% of EverSource Wealth Advisors's portfolio in Q2 2026, its #194 holding.
  • EverSource Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's iShares Russell 1000 Value ETF position peaked at $4.11M in Q2 2024.
  • 1,076 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.