Evolution Advisers’s iShares Russell 1000 Value ETF IWD Stock Holding History

Evolution Advisers’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	$17K	Hold	71	–	–	0.01%	138
2026 Q1	$15K	Hold	71	–	–	0.01%	125
2025 Q4	$14K	Hold	71	–	–	0.01%	129
2025 Q3	$14K	Hold	71	–	–	0.01%	127
2025 Q2	$13K	Hold	71	–	–	0.01%	123
2025 Q1	$13K	Hold	71	–	–	0.01%	122
2024 Q4	$13K	Hold	71	–	–	0.01%	123
2024 Q3	$13K	Hold	71	–	–	0.01%	126
2024 Q2	$12K	Hold	71	–	–	0.01%	124
2024 Q1	$13K	Hold	71	–	–	0.01%	129
2023 Q4	$12K	Hold	71	–	–	0.01%	144
2023 Q3	$10K	Hold	71	–	–	0.01%	108
2023 Q2	$11K	Hold	71	–	–	0.01%	111
2023 Q1	$10K	Hold	71	–	–	0.01%	110
2022 Q4	$10K	Hold	71	–	–	0.01%	116
2022 Q3	$9K	Sell	71 -102	-59%	-$15.3K	0.01%	109
2022 Q2	$25K	Hold	173	–	–	0.02%	86
2022 Q1	$28K	Hold	173	–	–	0.02%	85
2021 Q4	$29K	Buy	+173	New	+$28.3K	0.02%	69

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

Evolution Advisers's IWD Position: Q2 2026 in Review

Evolution Advisers held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 71 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #138.

Evolution Advisers first reported a position in IWD in Q4 2021 and has held it in 19 quarters since. The position peaked at $29K in Q4 2021. 1,967 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Evolution Advisers held 71 shares of iShares Russell 1000 Value ETF worth $17K as of Q2 2026.
Evolution Advisers left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.01% of Evolution Advisers's portfolio in Q2 2026, its #138 holding.
Evolution Advisers first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and has held it in 19 quarters since.
Evolution Advisers's iShares Russell 1000 Value ETF position peaked at $29K in Q4 2021.
1,967 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Evolution Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.