Fiducient Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Fiducient 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	$1.09M	Sell	4,502 -445	-9%	-$104K	0.16%	73
2026 Q1	$1.06M	Sell	4,947 -96	-2%	-$21K	0.14%	75
2025 Q4	$1.06M	Sell	5,043 -2,086	-29%	-$431K	0.13%	83
2025 Q3	$1.45M	Buy	7,129 +532	+8%	+$106K	0.17%	70
2025 Q2	$1.28M	Sell	6,597 -50	-0.8%	-$9.26K	0.16%	72
2025 Q1	$1.25M	Buy	6,647 +676	+11%	+$129K	0.16%	69
2024 Q4	$1.11M	Sell	5,971 -493	-8%	-$94.6K	0.14%	68
2024 Q3	$1.23M	Sell	6,464 -2,118	-25%	-$386K	0.14%	64
2024 Q2	$1.5M	Buy	8,582 +3,865	+82%	+$676K	0.21%	42
2024 Q1	$845K	Buy	4,717 +1,058	+29%	+$179K	0.17%	60
2023 Q4	$605K	Sell	3,659 -6,463	-64%	-$998K	0.11%	64
2023 Q3	$1.55M	Buy	10,122 +4,225	+72%	+$670K	0.09%	34
2023 Q2	$931K	Buy	5,897 +448	+8%	+$68.5K	0.28%	26
2023 Q1	$830K	Sell	5,449 -79	-1%	-$12.2K	0.27%	26
2022 Q4	$838K	Sell	5,528 -1,085	-16%	-$162K	0.25%	53
2022 Q3	$899K	Sell	6,613 -90	-1%	-$13.5K	0.43%	20
2022 Q2	$972K	Sell	6,703 -761	-10%	-$119K	0.37%	30
2022 Q1	$1.24M	Sell	7,464 -5,981	-44%	-$982K	0.47%	19
2021 Q4	$2.26M	Sell	13,445 -2,183	-14%	-$358K	0.68%	17
2021 Q3	$2.45M	Buy	+15,628	New	+$2.51M	0.74%	17

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

Fiducient Advisors's IWD Position: Q2 2026 in Review

Fiducient Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 9% in Q2 2026, selling an estimated $104K and leaving 4,502 shares worth $1.09M. The position accounts for 0.16% of the portfolio, ranked #73.

Fiducient Advisors first reported a position in IWD in Q3 2021 and has held it in 20 quarters since. The position peaked at $2.45M in Q3 2021. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Fiducient Advisors held 4,502 shares of iShares Russell 1000 Value ETF worth $1.09M as of Q2 2026.
Fiducient Advisors sold 445 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $104K.
iShares Russell 1000 Value ETF made up 0.16% of Fiducient Advisors's portfolio in Q2 2026, its #73 holding.
Fiducient Advisors first reported a position in iShares Russell 1000 Value ETF in Q3 2021 and has held it in 20 quarters since.
Fiducient Advisors's iShares Russell 1000 Value ETF position peaked at $2.45M in Q3 2021.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Fiducient Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.