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

IFG 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 		$347K Buy
1,431
+3
+0.2% +$699 0.05% 123
2026
Q1 		$305K Buy
1,428
+4
+0.3% +$876 0.05% 116
2025
Q4 		$300K Sell
1,424
-252
-15% -$52.1K 0.05% 122
2025
Q3 		$341K Buy
1,676
+104
+7% +$20.7K 0.06% 111
2025
Q2 		$305K Sell
1,572
-306
-16% -$56.7K 0.05% 127
2025
Q1 		$353K Sell
1,878
-1
-0.1% -$190 0.07% 109
2024
Q4 		$348K Sell
1,879
-3
-0.2% -$575 0.07% 107
2024
Q3 		$357K Buy
1,882
+21
+1% +$3.83K 0.08% 99
2024
Q2 		$325K Sell
1,861
-50
-3% -$8.74K 0.08% 100
2024
Q1 		$342K Buy
1,911
+683
+56% +$116K 0.09% 94
2023
Q4 		$203K Buy
+1,228
New +$190K 0.06% 119

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

IFG Advisors's IWD Position: Q2 2026 in Review

IFG Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 0.21% in Q2 2026, buying an estimated $699 and bringing the position to 1,431 shares worth $347K. The position accounts for 0.05% of the portfolio, ranked #123.

IFG Advisors first reported a position in IWD in Q4 2023 and has held it in 11 quarters since. The position peaked at $357K in Q3 2024. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • IFG Advisors held 1,431 shares of iShares Russell 1000 Value ETF worth $347K as of Q2 2026.
  • IFG Advisors bought 3 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $699.
  • iShares Russell 1000 Value ETF made up 0.05% of IFG Advisors's portfolio in Q2 2026, its #123 holding.
  • IFG Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 11 quarters since.
  • IFG Advisors's iShares Russell 1000 Value ETF position peaked at $357K in Q3 2024.
  • 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on IFG Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.