FC Advisory’s iShares Russell 1000 Value ETF IWD Stock Holding History

FC Advisory’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	$4.72M	Sell	19,456 -1,006	-5%	-$234K	1.25%	18
2026 Q1	$4.37M	Sell	20,462 -658	-3%	-$144K	1.28%	18
2025 Q4	$4.44M	Sell	21,120 -802	-4%	-$166K	1.28%	19
2025 Q3	$4.46M	Sell	21,922 -67	-0.3%	-$13.3K	1.31%	19
2025 Q2	$4.27M	Sell	21,989 -46	-0.2%	-$8.52K	1.32%	19
2025 Q1	$4.15M	Sell	22,035 -15	-0.1%	-$2.86K	1.4%	19
2024 Q4	$4.08M	Sell	22,050 -609	-3%	-$117K	1.37%	19
2024 Q3	$4.3M	Buy	22,659 +104	+0.5%	+$18.9K	1.45%	19
2024 Q2	$3.94M	Sell	22,555 -281	-1%	-$49.1K	1.44%	18
2024 Q1	$4.09M	Sell	22,836 -1,015	-4%	-$172K	1.51%	18
2023 Q4	$3.94M	Sell	23,851 -2,108	-8%	-$326K	1.52%	18
2023 Q3	$3.94M	Sell	25,959 -1,206	-4%	-$191K	1.66%	16
2023 Q2	$4.29M	Sell	27,165 -266	-1%	-$40.7K	1.76%	16
2023 Q1	$4.18M	Sell	27,431 -723	-3%	-$112K	1.85%	16
2022 Q4	$4.27M	Buy	28,154 +208	+0.7%	+$31.1K	2.02%	16
2022 Q3	$3.8M	Sell	27,946 -2,075	-7%	-$312K	1.92%	16
2022 Q2	$4.35M	Buy	30,021 +438	+1%	+$68.5K	2.08%	17
2022 Q1	$4.91M	Sell	29,583 -538	-2%	-$88.4K	2.13%	16
2021 Q4	$5.06M	Sell	30,121 -1,707	-5%	-$280K	2.11%	16
2021 Q3	$4.98M	Sell	31,828 -8,393	-21%	-$1.35M	2.22%	16
2021 Q2	$6.38M	Sell	40,221 -49	-0.1%	-$7.76K	2.83%	15
2021 Q1	$6.1M	Sell	40,270 -2,515	-6%	-$364K	2.97%	13
2020 Q4	$5.85M	Sell	42,785 -3,988	-9%	-$512K	2.93%	12
2020 Q3	$5.53M	Sell	46,773 -966	-2%	-$115K	3.12%	12
2020 Q2	$5.38M	Buy	47,739 +34	+0.1%	+$3.74K	3.2%	12
2020 Q1	$4.73M	Buy	47,705 +2,662	+6%	+$332K	3.28%	12
2019 Q4	$6.14M	Sell	45,043 -1,721	-4%	-$227K	3.57%	10
2019 Q3	$5.99M	Sell	46,764 -392	-0.8%	-$49.8K	3.64%	9
2019 Q2	$6.06M	Sell	47,156 -580	-1%	-$72.6K	3.76%	9
2019 Q1	$5.89M	Sell	47,736 -513	-1%	-$61.7K	3.74%	9
2018 Q4	$5.36M	Buy	48,249 +732	+2%	+$87.7K	3.68%	10
2018 Q3	$6.02M	Sell	47,517 -1,881	-4%	-$236K	3.76%	10
2018 Q2	$6M	Buy	49,398 +987	+2%	+$120K	3.9%	9
2018 Q1	$5.81M	Sell	48,411 -2,179	-4%	-$272K	3.8%	9
2017 Q4	$6.29M	Sell	50,590 -559	-1%	-$67.7K	4.08%	9
2017 Q3	$6.06M	Sell	51,149 -1,665	-3%	-$194K	4.09%	9
2017 Q2	$6.15M	Sell	52,814 -4,691	-8%	-$540K	4.25%	9
2017 Q1	$6.61M	Buy	57,505 +600	+1%	+$68.8K	4.67%	8
2016 Q4	$6.43M	Buy	56,905 +441	+0.8%	+$47.7K	4.75%	8
2016 Q3	$5.96M	Buy	56,464 +1,189	+2%	+$125K	4.48%	10
2016 Q2	$5.71M	Sell	55,275 -239	-0.4%	-$24.1K	4.41%	10
2016 Q1	$5.49M	Sell	55,514 -1,575	-3%	-$148K	4.5%	10
2015 Q4	$5.59M	Sell	57,089 -1,291	-2%	-$128K	4.8%	10
2015 Q3	$5.45M	Sell	58,380 -5,259	-8%	-$522K	5%	8
2015 Q2	$6.56M	Sell	63,639 -628	-1%	-$65.9K	5.85%	6
2015 Q1	$6.63M	Buy	+64,267	New	+$6.66M	6.19%	6

Other funds holding IWD

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

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

BWCS

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

SAS

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

FC Advisory's IWD Position: Q2 2026 in Review

FC Advisory reduced its iShares Russell 1000 Value ETF (IWD) stake by 4.9% in Q2 2026, selling an estimated $234K and leaving 19,456 shares worth $4.72M. The position accounts for 1.25% of the portfolio, ranked #18.

FC Advisory first reported a position in IWD in Q1 2015 and has held it in 46 quarters since. The position peaked at $6.63M in Q1 2015. 390 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

FC Advisory held 19,456 shares of iShares Russell 1000 Value ETF worth $4.72M as of Q2 2026.
FC Advisory sold 1,006 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $234K.
iShares Russell 1000 Value ETF made up 1.25% of FC Advisory's portfolio in Q2 2026, its #18 holding.
FC Advisory first reported a position in iShares Russell 1000 Value ETF in Q1 2015 and has held it in 46 quarters since.
FC Advisory's iShares Russell 1000 Value ETF position peaked at $6.63M in Q1 2015.
390 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on FC Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.