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 Q2	$744K	Buy	3,067 +561	+22%	+$131K	0.05%	309
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 $1.55T 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

Fiduciary Alliance's IWD Position: Q2 2026 in Review

Fiduciary Alliance increased its iShares Russell 1000 Value ETF (IWD) stake by 22% in Q2 2026, buying an estimated $131K and bringing the position to 3,067 shares worth $744K. The position accounts for 0.05% of the portfolio, ranked #309.

Fiduciary Alliance first reported a position in IWD in Q4 2022 and has held it in 8 quarters since. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Fiduciary Alliance held 3,067 shares of iShares Russell 1000 Value ETF worth $744K as of Q2 2026.
Fiduciary Alliance bought 561 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $131K.
iShares Russell 1000 Value ETF made up 0.05% of Fiduciary Alliance's portfolio in Q2 2026, its #309 holding.
Fiduciary Alliance first reported a position in iShares Russell 1000 Value ETF in Q4 2022 and has held it in 8 quarters since.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.