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

IFS 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	$92.8K	Hold	383	–	–	0.04%	42
2026 Q1	$81.8K	Hold	383	–	–	0.04%	41
2025 Q4	$80.6K	Hold	383	–	–	0.04%	34
2025 Q3	$78K	Hold	383	–	–	0.05%	34
2025 Q2	$74.4K	Hold	383	–	–	0.06%	29
2025 Q1	$72.1K	Hold	383	–	–	0.06%	37
2024 Q4	$70.9K	Hold	383	–	–	0.06%	35
2024 Q3	$72.7K	Hold	383	–	–	0.06%	24
2024 Q2	$66.8K	Hold	383	–	–	0.06%	24
2024 Q1	$68.6K	Hold	383	–	–	0.06%	23
2023 Q4	$63.3K	Hold	383	–	–	0.08%	22
2023 Q3	$58.1K	Hold	383	–	–	0.11%	22
2023 Q2	$60.4K	Hold	383	–	–	0.15%	19
2023 Q1	$58.3K	Hold	383	–	–	0.24%	19
2022 Q4	$58.1K	Hold	383	–	–	0.1%	22
2022 Q3	$52K	Hold	383	–	–	0.1%	21
2022 Q2	$55K	Hold	383	–	–	0.15%	21
2022 Q1	$63K	Hold	383	–	–	0.06%	22
2021 Q4	$64K	Buy	+383	New	+$62.8K	0.05%	33
2021 Q1	–	Sell	-383	Closed	-$52K	–	81
2020 Q4	$52K	Buy	+383	New	+$49.1K	0.04%	45

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

IFS Advisors's IWD Position: Q2 2026 in Review

IFS Advisors held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 383 shares worth $92.8K. The position accounts for 0.04% of the portfolio, ranked #42.

IFS Advisors first reported a position in IWD in Q4 2020 and has held it in 20 quarters since. 1,977 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

IFS Advisors held 383 shares of iShares Russell 1000 Value ETF worth $92.8K as of Q2 2026.
IFS Advisors left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.04% of IFS Advisors's portfolio in Q2 2026, its #42 holding.
IFS Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and has held it in 20 quarters since.
1,977 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on IFS Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.