Golden Road Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Golden Road 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	$1.01M	Sell	4,154 -94	-2%	-$21.9K	0.49%	21
2026 Q1	$908K	Sell	4,248 -149	-3%	-$32.6K	0.52%	20
2025 Q4	$925K	Buy	4,397 +229	+5%	+$47.3K	0.53%	18
2025 Q3	$849K	Buy	4,168 +31	+0.7%	+$6.17K	0.49%	20
2025 Q2	$804K	Buy	4,137 +54	+1%	+$10K	0.53%	20
2025 Q1	$768K	Buy	4,083 +12	+0.3%	+$2.29K	0.6%	18
2024 Q4	$754K	Buy	4,071 +35	+0.9%	+$6.71K	0.57%	19
2024 Q3	$766K	Sell	4,036 -1	-0%	-$182	0.6%	20
2024 Q2	$702K	Buy	4,037 +14	+0.3%	+$2.45K	0.58%	18
2024 Q1	$721K	Sell	4,023 -32	-0.8%	-$5.42K	0.6%	18
2023 Q4	$670K	Buy	+4,055	New	+$626K	0.64%	16

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

Golden Road Advisors's IWD Position: Q2 2026 in Review

Golden Road Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 2.2% in Q2 2026, selling an estimated $21.9K and leaving 4,154 shares worth $1.01M. The position accounts for 0.49% of the portfolio, ranked #21.

Golden Road Advisors first reported a position in IWD in Q4 2023 and has held it in 11 quarters since. 1,968 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Golden Road Advisors held 4,154 shares of iShares Russell 1000 Value ETF worth $1.01M as of Q2 2026.
Golden Road Advisors sold 94 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $21.9K.
iShares Russell 1000 Value ETF made up 0.49% of Golden Road Advisors's portfolio in Q2 2026, its #21 holding.
Golden Road Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 11 quarters since.
1,968 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Golden Road Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.