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GM Advisory Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

GM Advisory Group’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
Q1 		$760K Sell
3,555
-56
-2% -$12.3K 0.03% 189
2025
Q4 		$759K Buy
3,611
+1,510
+72% +$312K 0.03% 183
2025
Q3 		$428K Buy
2,101
+758
+56% +$151K 0.02% 207
2025
Q2 		$261K Buy
1,343
+4
+0.3% +$741 0.01% 253
2025
Q1 		$252K Buy
1,339
+3
+0.2% +$571 0.01% 232
2024
Q4 		$247K Sell
1,336
-476
-26% -$91.3K 0.01% 227
2024
Q3 		$344K Buy
1,812
+269
+17% +$49K 0.02% 190
2024
Q2 		$269K Buy
1,543
+4
+0.3% +$699 0.02% 196
2024
Q1 		$276K Buy
1,539
+3
+0.2% +$508 0.02% 189
2023
Q4 		$254K Buy
1,536
+7
+0.5% +$1.08K 0.02% 179
2023
Q3 		$232K Buy
1,529
+63
+4% +$9.99K 0.02% 174
2023
Q2 		$231K Buy
1,466
+2
+0.1% +$306 0.02% 176
2023
Q1 		$223K Buy
+1,464
New +$226K 0.02% 174

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

GM Advisory Group's IWD Position: Q1 2026 in Review

GM Advisory Group reduced its iShares Russell 1000 Value ETF (IWD) stake by 1.6% in Q1 2026, selling an estimated $12.3K and leaving 3,555 shares worth $760K. The position accounts for 0.03% of the portfolio, ranked #189.

GM Advisory Group first reported a position in IWD in Q1 2023 and has held it in 13 quarters since. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • GM Advisory Group held 3,555 shares of iShares Russell 1000 Value ETF worth $760K as of Q1 2026.
  • GM Advisory Group sold 56 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $12.3K.
  • iShares Russell 1000 Value ETF made up 0.03% of GM Advisory Group's portfolio in Q1 2026, its #189 holding.
  • GM Advisory Group first reported a position in iShares Russell 1000 Value ETF in Q1 2023 and has held it in 13 quarters since.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.