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

Foundations Investment 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 		$2.27M Buy
9,357
+1,315
+16% +$306K 0.02% 376
2026
Q1 		$1.72M Buy
8,042
+2,368
+42% +$519K 0.02% 406
2025
Q4 		$1.19M Buy
5,674
+115
+2% +$23.8K 0.02% 465
2025
Q3 		$1.13M Buy
5,559
+518
+10% +$103K 0.02% 439
2025
Q2 		$979K Sell
5,041
-41
-0.8% -$7.59K 0.02% 440
2025
Q1 		$956K Buy
5,082
+1,014
+25% +$193K 0.02% 412
2024
Q4 		$753K Buy
4,068
+630
+18% +$121K 0.01% 453
2024
Q3 		$653K Buy
3,438
+412
+14% +$75.1K 0.01% 451
2024
Q2 		$528K Sell
3,026
-268
-8% -$46.9K 0.01% 481
2024
Q1 		$590K Sell
3,294
-83
-2% -$14K 0.02% 431
2023
Q4 		$564K Buy
3,377
+605
+22% +$93.4K 0.02% 416
2023
Q3 		$421K Buy
2,772
+236
+9% +$37.4K 0.01% 429
2023
Q2 		$400K Buy
2,536
+515
+25% +$78.7K 0.01% 407
2023
Q1 		$308K Buy
2,021
+334
+20% +$51.6K 0.01% 393
2022
Q4 		$256K Sell
1,687
-415
-20% -$62.1K 0.01% 370
2022
Q3 		$286K Buy
+2,102
New +$316K 0.01% 329
2022
Q2 		– Sell
-1,519
Closed -$251K – 404
2022
Q1 		$251K Buy
+1,519
New +$249K 0.01% 309
2019
Q2 		– Sell
-31,556
Closed -$3.9M – 124
2019
Q1 		$3.9M Buy
+31,556
New +$3.79M 0.68% 21

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Foundations Investment Advisors's IWD Position: Q2 2026 in Review

Foundations Investment Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 16% in Q2 2026, buying an estimated $306K and bringing the position to 9,357 shares worth $2.27M. The position accounts for 0.02% of the portfolio, ranked #376.

Foundations Investment Advisors first reported a position in IWD in Q1 2019 and has held it in 18 quarters since. The position peaked at $3.9M in Q1 2019. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Foundations Investment Advisors held 9,357 shares of iShares Russell 1000 Value ETF worth $2.27M as of Q2 2026.
  • Foundations Investment Advisors bought 1,315 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $306K.
  • iShares Russell 1000 Value ETF made up 0.02% of Foundations Investment Advisors's portfolio in Q2 2026, its #376 holding.
  • Foundations Investment Advisors first reported a position in iShares Russell 1000 Value ETF in Q1 2019 and has held it in 18 quarters since.
  • Foundations Investment Advisors's iShares Russell 1000 Value ETF position peaked at $3.9M in Q1 2019.
  • 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.