Global Assets Advisory’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
Other funds holding IWD
Global Assets Advisory's IWD Position: Q2 2026 in Review
Global Assets Advisory increased its iShares Russell 1000 Value ETF (IWD) stake by 27% in Q2 2026, buying an estimated $58.9K and bringing the position to 1,195 shares worth $292K. The position accounts for 0.06% of the portfolio, ranked #266.
Global Assets Advisory first reported a position in IWD in Q1 2024 and has held it in 4 quarters since. The position peaked at $407K in Q1 2025. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.
- Global Assets Advisory held 1,195 shares of iShares Russell 1000 Value ETF worth $292K as of Q2 2026.
- Global Assets Advisory bought 253 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $58.9K.
- iShares Russell 1000 Value ETF made up 0.06% of Global Assets Advisory's portfolio in Q2 2026, its #266 holding.
- Global Assets Advisory first reported a position in iShares Russell 1000 Value ETF in Q1 2024 and has held it in 4 quarters since.
- Global Assets Advisory's iShares Russell 1000 Value ETF position peaked at $407K in Q1 2025.
- 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.
Based on Global Assets Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.