IFG Advisory’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $104K | Sell |
487
-7,124
| -94% | -$1.56M | 0.3% | 75 |
|
|
2025
Q4 | $1.6M | Sell |
7,611
-486
| -6% | -$100K | 0.07% | 284 |
|
|
2025
Q3 | $1.65M | Sell |
8,097
-166
| -2% | -$33K | 0.07% | 267 |
|
|
2025
Q2 | $1.6M | Buy |
8,263
+469
| +6% | +$86.9K | 0.08% | 259 |
|
|
2025
Q1 | $1.47M | Buy |
7,794
+132
| +2% | +$25.1K | 0.08% | 258 |
|
|
2024
Q4 | $1.42M | Buy |
+7,662
| New | +$1.47M | 0.08% | 250 |
|
|
2024
Q3 | – | Sell |
-7,677
| Closed | -$1.34M | – | 508 |
|
|
2024
Q2 | $1.34M | Buy |
+7,677
| New | +$1.34M | 0.09% | 242 |
|
|
2024
Q1 | – | Sell |
-8,009
| Closed | -$1.32M | – | 477 |
|
|
2023
Q4 | $1.32M | Buy |
8,009
+2,697
| +51% | +$417K | 0.1% | 220 |
|
|
2023
Q3 | $807K | Buy |
+5,312
| New | +$843K | 0.07% | 256 |
|
|
2023
Q2 | – | Sell |
-5,004
| Closed | -$762K | – | 412 |
|
|
2023
Q1 | $762K | Sell |
5,004
-174
| -3% | -$26.9K | 0.07% | 251 |
|
|
2022
Q4 | $785K | Sell |
5,178
-4,284
| -45% | -$641K | 0.08% | 238 |
|
|
2022
Q3 | $1.29M | Buy |
9,462
+3,101
| +49% | +$466K | 0.12% | 176 |
|
|
2022
Q2 | $921K | Buy |
6,361
+2,707
| +74% | +$423K | 0.1% | 198 |
|
|
2022
Q1 | $606K | Buy |
3,654
+691
| +23% | +$113K | 0.06% | 279 |
|
|
2021
Q4 | $497K | Buy |
2,963
+393
| +15% | +$64.4K | 0.05% | 300 |
|
|
2021
Q3 | $402K | Buy |
2,570
+42
| +2% | +$6.73K | 0.04% | 333 |
|
|
2021
Q2 | $401K | Buy |
2,528
+77
| +3% | +$12.2K | 0.04% | 334 |
|
|
2021
Q1 | $371K | Sell |
2,451
-776
| -24% | -$112K | 0.05% | 353 |
|
|
2020
Q4 | $441K | Buy |
3,227
+1
| +0% | +$128 | 0.06% | 281 |
|
|
2020
Q3 | $381K | Buy |
3,226
+629
| +24% | +$74.6K | 0.06% | 277 |
|
|
2020
Q2 | $292K | Sell |
2,597
-27
| -1% | -$2.97K | 0.05% | 313 |
|
|
2020
Q1 | $260K | Sell |
2,624
-4,948
| -65% | -$617K | 0.06% | 296 |
|
|
2019
Q4 | $1.03M | Buy |
7,572
+45
| +0.6% | +$5.93K | 0.19% | 130 |
|
|
2019
Q3 | $965K | Sell |
7,527
-51,332
| -87% | -$6.52M | 0.19% | 135 |
|
|
2019
Q2 | $8.46M | Buy |
58,859
+508
| +0.9% | +$63.6K | 1.5% | 10 |
|
|
2019
Q1 | $8.14M | Sell |
58,351
-2,242
| -4% | -$269K | 1.56% | 9 |
|
|
2018
Q4 | $7.28M | Buy |
60,593
+4,858
| +9% | +$582K | 1.72% | 9 |
|
|
2018
Q3 | $8.89M | Buy |
55,735
+1,624
| +3% | +$204K | 1.67% | 8 |
|
|
2018
Q2 | $8.2M | Sell |
54,111
-1,904
| -3% | -$232K | 1.69% | 8 |
|
|
2018
Q1 | $8.06M | Sell |
56,015
-10,654
| -16% | -$1.33M | 1.79% | 8 |
|
|
2017
Q4 | $9.51M | Buy |
+66,669
| New | +$8.08M | 2.14% | 7 |
|
Other funds holding IWD
IFG Advisory's IWD Position: Q1 2026 in Review
IFG Advisory reduced its iShares Russell 1000 Value ETF (IWD) stake by 94% in Q1 2026, selling an estimated $1.56M and leaving 487 shares worth $104K. The position accounts for 0.3% of the portfolio, ranked #75.
IFG Advisory first reported a position in IWD in Q4 2017 and has held it in 31 quarters since. The position peaked at $9.51M in Q4 2017. 1,898 funds tracked by Wall St. Rank hold IWD as of Q1 2026.
- IFG Advisory held 487 shares of iShares Russell 1000 Value ETF worth $104K as of Q1 2026.
- IFG Advisory sold 7,124 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $1.56M.
- iShares Russell 1000 Value ETF made up 0.3% of IFG Advisory's portfolio in Q1 2026, its #75 holding.
- IFG Advisory first reported a position in iShares Russell 1000 Value ETF in Q4 2017 and has held it in 31 quarters since.
- IFG Advisory's iShares Russell 1000 Value ETF position peaked at $9.51M in Q4 2017.
- 1,898 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.
Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.