IBEX Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

IBEX Wealth 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	$407K	Buy	1,680 +5	+0.3%	+$1.17K	0.03%	169
2026 Q1	$358K	Buy	+1,675	New	+$367K	0.03%	172
2025 Q4	–	Sell	-1,660	Closed	-$338K	–	159
2025 Q3	$338K	Buy	1,660 +7	+0.4%	+$1.39K	0.03%	175
2025 Q2	$321K	Buy	+1,653	New	+$306K	0.03%	168
2025 Q1	–	Sell	-1,639	Closed	-$303K	–	168
2024 Q4	$303K	Buy	+1,639	New	+$314K	0.04%	174

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

IBEX Wealth Advisors's IWD Position: Q2 2026 in Review

IBEX Wealth Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 0.3% in Q2 2026, buying an estimated $1.17K and bringing the position to 1,680 shares worth $407K. The position accounts for 0.03% of the portfolio, ranked #169.

IBEX Wealth Advisors first reported a position in IWD in Q4 2024 and has held it in 5 quarters since. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

IBEX Wealth Advisors held 1,680 shares of iShares Russell 1000 Value ETF worth $407K as of Q2 2026.
IBEX Wealth Advisors bought 5 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $1.17K.
iShares Russell 1000 Value ETF made up 0.03% of IBEX Wealth Advisors's portfolio in Q2 2026, its #169 holding.
IBEX Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 5 quarters since.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.