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

IFC 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	$1.97M	Sell	8,123 -882	-10%	-$205K	0.25%	62
2026 Q1	$1.92M	Sell	9,005 -2,576	-22%	-$564K	0.28%	52
2025 Q4	$2.44M	Buy	11,581 +2,576	+29%	+$532K	0.36%	49
2025 Q3	$1.83M	Hold	9,005	–	–	0.34%	64
2025 Q2	$1.75M	Hold	9,005	–	–	0.33%	62
2025 Q1	$1.69M	Hold	9,005	–	–	0.35%	56
2024 Q4	$1.67M	Buy	+9,005	New	+$1.73M	0.36%	57

Other funds holding IWD

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

7WCP

71 West Capital Partners Boston, Massachusetts $2.89B AUM

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

IFC Advisors's IWD Position: Q2 2026 in Review

IFC Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 9.8% in Q2 2026, selling an estimated $205K and leaving 8,123 shares worth $1.97M. The position accounts for 0.25% of the portfolio, ranked #62.

IFC Advisors first reported a position in IWD in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.44M in Q4 2025. 1,361 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

IFC Advisors held 8,123 shares of iShares Russell 1000 Value ETF worth $1.97M as of Q2 2026.
IFC Advisors sold 882 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $205K.
iShares Russell 1000 Value ETF made up 0.25% of IFC Advisors's portfolio in Q2 2026, its #62 holding.
IFC Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 7 quarters since.
IFC Advisors's iShares Russell 1000 Value ETF position peaked at $2.44M in Q4 2025.
1,361 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on IFC Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.