High Net Worth Advisory Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

High Net Worth 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	$229K	Hold	1,070	–	–	0.05%	219
2025 Q4	$225K	Hold	1,070	–	–	0.05%	221
2025 Q3	$218K	Sell	1,070 -31	-3%	-$6.17K	0.05%	217
2025 Q2	$214K	Hold	1,101	–	–	0.06%	218
2025 Q1	$207K	Hold	1,101	–	–	0.06%	207
2024 Q4	$204K	Sell	1,101 -28	-2%	-$5.37K	0.06%	214
2024 Q3	$214K	Sell	1,129 -30	-3%	-$5.46K	0.06%	211
2024 Q2	$202K	Hold	1,159	–	–	0.06%	211
2024 Q1	$208K	Buy	+1,159	New	+$196K	0.07%	206
2023 Q1	–	Sell	-1,141	Closed	-$173K	–	384
2022 Q4	$173K	Buy	1,141 +197	+21%	+$29.5K	0.07%	199
2022 Q3	$128K	Sell	944 -5	-0.5%	-$751	0.05%	215
2022 Q2	$138K	Sell	949 -62	-6%	-$9.7K	0.06%	214
2022 Q1	$168K	Sell	1,011 -2,567	-72%	-$422K	0.06%	203
2021 Q4	$601K	Buy	+3,578	New	+$586K	0.21%	97

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

High Net Worth Advisory Group's IWD Position: Q1 2026 in Review

High Net Worth Advisory Group held its iShares Russell 1000 Value ETF (IWD) position steady in Q1 2026 at 1,070 shares worth $229K. The position accounts for 0.05% of the portfolio, ranked #219.

High Net Worth Advisory Group first reported a position in IWD in Q4 2021 and has held it in 14 quarters since. The position peaked at $601K in Q4 2021. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

High Net Worth Advisory Group held 1,070 shares of iShares Russell 1000 Value ETF worth $229K as of Q1 2026.
High Net Worth Advisory Group left its iShares Russell 1000 Value ETF share count unchanged in Q1 2026.
iShares Russell 1000 Value ETF made up 0.05% of High Net Worth Advisory Group's portfolio in Q1 2026, its #219 holding.
High Net Worth Advisory Group first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and has held it in 14 quarters since.
High Net Worth Advisory Group's iShares Russell 1000 Value ETF position peaked at $601K in Q4 2021.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.