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

IFP 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 		$2.89M Sell
11,913
-247
-2% -$57.5K 0.05% 384
2026
Q1 		$2.6M Buy
12,160
+602
+5% +$132K 0.05% 380
2025
Q4 		$2.43M Buy
11,558
+223
+2% +$46.1K 0.05% 365
2025
Q3 		$2.31M Sell
11,335
-6,347
-36% -$1.26M 0.06% 342
2025
Q2 		$3.43M Buy
17,682
+2,476
+16% +$459K 0.1% 224
2025
Q1 		$2.86M Sell
15,206
-3,971
-21% -$756K 0.09% 269
2024
Q4 		$3.55M Buy
19,177
+11,661
+155% +$2.24M 0.12% 189
2024
Q3 		$1.43M Buy
7,516
+298
+4% +$54.3K 0.05% 390
2024
Q2 		$1.26M Buy
7,218
+2,395
+50% +$419K 0.05% 381
2024
Q1 		$864K Sell
4,823
-80
-2% -$13.5K 0.04% 441
2023
Q4 		$810K Sell
4,903
-743
-13% -$115K 0.04% 441
2023
Q3 		$857K Buy
5,646
+28
+0.5% +$4.44K 0.04% 431
2023
Q2 		$887K Sell
5,618
-418
-7% -$63.9K 0.04% 463
2023
Q1 		$736K Sell
6,036
-3,202
-35% -$494K 0.03% 472
2022
Q4 		$1.12M Sell
9,238
-40
-0.4% -$5.99K 0.03% 578
2022
Q3 		$1.13M Buy
9,278
+904
+11% +$136K 0.03% 600
2022
Q2 		$1.02M Hold
8,374
– – 0.03% 574
2022
Q1 		$1.02M Buy
8,374
+5,198
+164% +$854K 0.03% 574
2021
Q4 		$535K Sell
3,176
-4,959
-61% -$812K 0.01% 566
2021
Q3 		$1.27M Buy
8,135
+471
+6% +$75.5K 0.03% 350
2021
Q2 		$1.22M Buy
7,664
+1,781
+30% +$282K 0.03% 336
2021
Q1 		$894K Buy
5,883
+1,734
+42% +$251K 0.02% 380
2020
Q4 		$567K Sell
4,149
-420
-9% -$53.9K 0.02% 469
2020
Q3 		$539K Buy
4,569
+765
+20% +$90.7K 0.03% 412
2020
Q2 		$424K Buy
3,804
+853
+29% +$93.8K 0.03% 448
2020
Q1 		$298K Sell
2,951
-1,405
-32% -$175K 0.03% 456
2019
Q4 		$595K Sell
4,356
-874
-17% -$115K 0.04% 390
2019
Q3 		$669K Buy
+5,230
New +$665K 0.04% 413
2019
Q1 		$976K Sell
7,921
-8,312
-51% -$999K 0.13% 164
2018
Q4 		$1.79M Sell
16,233
-81,390
-83% -$9.75M 0.11% 210
2018
Q3 		$12.4M Buy
97,623
+1,735
+2% +$218K 0.5% 32
2018
Q2 		$11.6M Buy
95,888
+8,955
+10% +$1.09M 0.49% 31
2018
Q1 		$10.8M Hold
86,933
– – 0.49% 32
2017
Q4 		$10.8M Buy
86,933
+358
+0.4% +$43.4K 0.49% 32
2017
Q3 		$10.3M Sell
86,575
-46
-0.1% -$5.36K 0.41% 46
2017
Q2 		$10.1M Buy
86,621
+1,213
+1% +$140K 0.43% 45
2017
Q1 		$9.82M Sell
85,408
-377
-0.4% -$43.2K 0.43% 42
2016
Q4 		$9.61M Buy
85,785
+1,623
+2% +$175K 0.46% 35
2016
Q3 		$8.89M Sell
84,162
-1,297
-2% -$137K 0.46% 35
2016
Q2 		$8.82M Buy
85,459
+77,538
+979% +$7.83M 0.49% 32
2016
Q1 		$976K Sell
7,921
-91,899
-92% -$8.61M 0.13% 164
2015
Q4 		$9.77M Buy
+99,820
New +$9.91M 0.66% 23

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

IFP Advisors's IWD Position: Q2 2026 in Review

IFP Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 2% in Q2 2026, selling an estimated $57.5K and leaving 11,913 shares worth $2.89M. The position accounts for 0.05% of the portfolio, ranked #384.

IFP Advisors first reported a position in IWD in Q4 2015 and has held it in 42 quarters since. The position peaked at $12.4M in Q3 2018. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • IFP Advisors held 11,913 shares of iShares Russell 1000 Value ETF worth $2.89M as of Q2 2026.
  • IFP Advisors sold 247 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $57.5K.
  • iShares Russell 1000 Value ETF made up 0.05% of IFP Advisors's portfolio in Q2 2026, its #384 holding.
  • IFP Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's iShares Russell 1000 Value ETF position peaked at $12.4M in Q3 2018.
  • 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.