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

Fortis Capital 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	$707K	Sell	2,915 -183	-6%	-$42.6K	0.08%	208
2026 Q1	$662K	Sell	3,098 -100	-3%	-$21.9K	0.09%	198
2025 Q4	$673K	Buy	3,198 +999	+45%	+$206K	0.1%	175
2025 Q3	$448K	Sell	2,199 -39	-2%	-$7.76K	0.07%	191
2025 Q2	$435K	Buy	2,238 +34	+2%	+$6.3K	0.08%	169
2025 Q1	$415K	Buy	+2,204	New	+$420K	0.08%	174
2023 Q2	–	Sell	-330	Closed	-$50.2K	–	373
2023 Q1	$50.2K	Hold	330	–	–	0.03%	283
2022 Q4	$50K	Buy	+330	New	+$49.4K	0.03%	295

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

Fortis Capital Advisors's IWD Position: Q2 2026 in Review

Fortis Capital Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 5.9% in Q2 2026, selling an estimated $42.6K and leaving 2,915 shares worth $707K. The position accounts for 0.08% of the portfolio, ranked #208.

Fortis Capital Advisors first reported a position in IWD in Q4 2022 and has held it in 8 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Fortis Capital Advisors held 2,915 shares of iShares Russell 1000 Value ETF worth $707K as of Q2 2026.
Fortis Capital Advisors sold 183 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $42.6K.
iShares Russell 1000 Value ETF made up 0.08% of Fortis Capital Advisors's portfolio in Q2 2026, its #208 holding.
Fortis Capital Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2022 and has held it in 8 quarters since.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.