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Independent Advisor Alliance’s iShares Russell 1000 Value ETF IWD Stock Holding History

Independent Advisor Alliance’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 		$894K Sell
3,688
-22,645
-86% -$5.27M 0.02% 493
2026
Q1 		$5.63M Buy
26,333
+22,952
+679% +$5.03M 0.06% 286
2025
Q4 		$711K Hold
3,381
– – 0.02% 558
2025
Q3 		$688K Buy
3,381
+296
+10% +$58.9K 0.02% 536
2025
Q2 		$599K Buy
3,085
+88
+3% +$16.3K 0.02% 532
2025
Q1 		$564K Sell
2,997
-15,870
-84% -$3.02M 0.02% 500
2024
Q4 		$3.49M Buy
18,867
+17,581
+1,367% +$3.37M 0.05% 354
2024
Q3 		$244K Sell
1,286
-80
-6% -$14.6K 0.01% 614
2024
Q2 		$238K Hold
1,366
– – 0.01% 631
2024
Q1 		$245K Hold
1,366
– – 0.01% 615
2023
Q4 		$226K Sell
1,366
-22
-2% -$3.4K 0.01% 618
2023
Q3 		$211K Buy
+1,388
New +$220K 0.01% 599
2022
Q1 		– Sell
-3,003
Closed -$504K – 702
2021
Q4 		$504K Buy
3,003
+654
+28% +$107K 0.02% 397
2021
Q3 		$368K Sell
2,349
-11
-0.5% -$1.76K 0.02% 438
2021
Q2 		$374K Buy
2,360
+587
+33% +$92.9K 0.02% 455
2021
Q1 		$269K Hold
1,773
– – 0.02% 504
2020
Q4 		$242K Buy
1,773
+5
+0.3% +$641 0.02% 476
2020
Q3 		$210K Buy
1,768
+7
+0.4% +$830 0.02% 447
2020
Q2 		$208K Buy
+1,761
New +$194K 0.02% 431
2020
Q1 		– Sell
-146,339
Closed -$20M – 637
2019
Q4 		$20M Buy
+146,339
New +$19.3M 0.87% 17
2019
Q2 		– Sell
-1,836
Closed -$227K – 449
2019
Q1 		$227K Sell
1,836
-997
-35% -$120K 0.03% 377
2018
Q4 		$339K Buy
+2,833
New +$339K 0.06% 266
2017
Q2 		– Sell
-7,355
Closed -$841K – 321
2017
Q1 		$841K Buy
+7,355
New +$843K 0.13% 180

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

Independent Advisor Alliance's IWD Position: Q2 2026 in Review

Independent Advisor Alliance reduced its iShares Russell 1000 Value ETF (IWD) stake by 86% in Q2 2026, selling an estimated $5.27M and leaving 3,688 shares worth $894K. The position accounts for 0.02% of the portfolio, ranked #493.

Independent Advisor Alliance first reported a position in IWD in Q1 2017 and has held it in 23 quarters since. The position peaked at $20M in Q4 2019. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Independent Advisor Alliance held 3,688 shares of iShares Russell 1000 Value ETF worth $894K as of Q2 2026.
  • Independent Advisor Alliance sold 22,645 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $5.27M.
  • iShares Russell 1000 Value ETF made up 0.02% of Independent Advisor Alliance's portfolio in Q2 2026, its #493 holding.
  • Independent Advisor Alliance first reported a position in iShares Russell 1000 Value ETF in Q1 2017 and has held it in 23 quarters since.
  • Independent Advisor Alliance's iShares Russell 1000 Value ETF position peaked at $20M in Q4 2019.
  • 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.