Financial Advocates Investment Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

Financial Advocates Investment Management’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
2025 Q3	–	Sell	-5,077	Closed	-$822K	–	330
2025 Q2	$822K	Sell	5,077 -749	-13%	-$139K	0.07%	261
2025 Q1	$1.1M	Sell	5,826 -60	-1%	-$11.4K	0.08%	261
2024 Q4	$1.09M	Sell	5,886 -4,034	-41%	-$774K	0.06%	288
2024 Q3	$1.4M	Buy	9,920 +4,128	+71%	+$752K	0.08%	237
2024 Q2	$1.01M	Sell	5,792 -6,264	-52%	-$1.1M	0.06%	290
2024 Q1	$1.23M	Buy	12,056 +5,941	+97%	+$1.01M	0.07%	272
2023 Q4	$935K	Sell	6,115 -2,109	-26%	-$326K	0.06%	299
2023 Q3	$1.05M	Buy	8,224 +386	+5%	+$61.2K	0.08%	260
2023 Q2	$1.24M	Sell	7,838 -649	-8%	-$99.2K	0.09%	233
2023 Q1	$1.29M	Buy	8,487 +1,227	+17%	+$189K	0.09%	242
2022 Q4	$830K	Buy	7,260 +3,093	+74%	+$463K	0.06%	326
2022 Q3	$562K	Sell	4,167 -280	-6%	-$42.1K	0.05%	382
2022 Q2	$645K	Sell	4,447 -1,312	-23%	-$205K	0.05%	344
2022 Q1	$955K	Sell	5,759 -105	-2%	-$17.2K	0.06%	306
2021 Q4	$984K	Buy	5,864 +14	+0.2%	+$2.29K	0.06%	323
2021 Q3	$916K	Sell	5,850 -761	-12%	-$122K	0.06%	330
2021 Q2	$782K	Buy	6,611 +1,251	+23%	+$198K	0.05%	372
2021 Q1	$812K	Buy	5,360 +1,135	+27%	+$164K	0.06%	373
2020 Q4	$576K	Sell	4,225 -766	-15%	-$98.3K	0.04%	419
2020 Q3	$590K	Sell	4,991 -2,796	-36%	-$332K	0.05%	342
2020 Q2	$934K	Buy	7,787 +4,790	+160%	+$527K	0.09%	261
2020 Q1	$297K	Sell	2,997 -298	-9%	-$37.1K	0.04%	356
2019 Q4	$450K	Buy	3,295 +3	+0.1%	+$395	0.05%	332
2019 Q3	$422K	Sell	3,292 -1,097	-25%	-$139K	0.05%	324
2019 Q2	$558K	Buy	4,389 +3	+0.1%	+$375	0.06%	268
2019 Q1	$541K	Buy	4,386 +2	+0%	+$240	0.07%	256
2018 Q4	$487K	Buy	4,384 +596	+16%	+$71.4K	0.07%	250
2018 Q3	$480K	Buy	3,788 +569	+18%	+$71.5K	0.05%	292
2018 Q2	$391K	Sell	3,219 -87	-3%	-$10.6K	0.05%	311
2018 Q1	$397K	Buy	3,306 +199	+6%	+$24.8K	0.05%	301
2017 Q4	$386K	Buy	+3,107	New	+$377K	0.05%	303

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 $1.81T AUM 41.13% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Financial Advocates Investment Management's IWD Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of iShares Russell 1000 Value ETF (IWD) in Q3 2025, closing a stake of 5,077 shares — an estimated $822K sold.

Financial Advocates Investment Management first reported a position in IWD in Q4 2017 and held it in 31 quarters. The position peaked at $1.4M in Q3 2024. 1,752 funds tracked by Wall St. Rank hold IWD as of Q3 2025.

Financial Advocates Investment Management reported no remaining iShares Russell 1000 Value ETF position as of Q3 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 5,077 iShares Russell 1000 Value ETF shares in Q3 2025, an estimated $822K.
Financial Advocates Investment Management first reported a position in iShares Russell 1000 Value ETF in Q4 2017 and held it in 31 quarters.
Financial Advocates Investment Management's iShares Russell 1000 Value ETF position peaked at $1.4M in Q3 2024.
1,752 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.