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

Independence Asset 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	$9.03M	Hold	37,250	–	–	2.35%	7
2026 Q1	$7.96M	Hold	37,250	–	–	2.88%	6
2025 Q4	$7.84M	Sell	37,250 -306,319	-89%	-$63.3M	4.32%	5
2025 Q3	$69.9M	Buy	343,569 +37,250	+12%	+$7.41M	29.68%	2
2025 Q2	$59.5M	Buy	+306,319	New	+$56.7M	37.02%	1

Other funds holding IWD

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

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

BWCS

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

SAS

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

Independence Asset Advisors's IWD Position: Q2 2026 in Review

Independence Asset Advisors held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 37,250 shares worth $9.03M. The position accounts for 2.35% of the portfolio, ranked #7.

Independence Asset Advisors first reported a position in IWD in Q2 2025 and has held it in 5 quarters since. The position peaked at $69.9M in Q3 2025. 451 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Independence Asset Advisors held 37,250 shares of iShares Russell 1000 Value ETF worth $9.03M as of Q2 2026.
Independence Asset Advisors left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 2.35% of Independence Asset Advisors's portfolio in Q2 2026, its #7 holding.
Independence Asset Advisors first reported a position in iShares Russell 1000 Value ETF in Q2 2025 and has held it in 5 quarters since.
Independence Asset Advisors's iShares Russell 1000 Value ETF position peaked at $69.9M in Q3 2025.
451 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Independence Asset Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.