Fiduciary Alliance’s iShares Russell 1000 Value ETF IWD Stock Holding History

Fiduciary Alliance’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 Q1	$561K	Buy	2,506 +415	+20%	+$90.9K	0.03%	354
2025 Q4	$440K	Buy	2,091 +291	+16%	+$60.1K	0.03%	357
2025 Q3	$366K	Sell	1,800 -165	-8%	-$32.8K	0.02%	384
2025 Q2	$382K	Sell	1,965 -1,349	-41%	-$250K	0.03%	355
2025 Q1	$624K	Buy	+3,314	New	+$631K	0.06%	225
2023 Q3	–	Sell	-349	Closed	-$55.1K	–	552
2023 Q2	$55.1K	Buy	+349	New	+$53.4K	0.01%	300
2023 Q1	–	Sell	-41	Closed	-$6.22K	–	493
2022 Q4	$6.22K	Buy	+41	New	+$6.14K	﹤0.01%	484

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fiduciary Alliance's IWD Position: Q1 2026 in Review

Fiduciary Alliance increased its iShares Russell 1000 Value ETF (IWD) stake by 20% in Q1 2026, buying an estimated $90.9K and bringing the position to 2,506 shares worth $561K. The position accounts for 0.03% of the portfolio, ranked #354.

Fiduciary Alliance first reported a position in IWD in Q4 2022 and has held it in 7 quarters since. The position peaked at $624K in Q1 2025. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Fiduciary Alliance held 2,506 shares of iShares Russell 1000 Value ETF worth $561K as of Q1 2026.
Fiduciary Alliance bought 415 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $90.9K.
iShares Russell 1000 Value ETF made up 0.03% of Fiduciary Alliance's portfolio in Q1 2026, its #354 holding.
Fiduciary Alliance first reported a position in iShares Russell 1000 Value ETF in Q4 2022 and has held it in 7 quarters since.
Fiduciary Alliance's iShares Russell 1000 Value ETF position peaked at $624K in Q1 2025.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Fiduciary Alliance's 13F filing for Q1 2026, filed 20 Apr 2026.