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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
2021
Q1 		– Sell
-5
Closed -$7K – 625
2020
Q4 		$7K Buy
+5
New +$641 ﹤0.01% 554

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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 $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Independent Advisor Alliance's IWD Position: Q1 2026 in Review

Independent Advisor Alliance increased its iShares Russell 1000 Value ETF (IWD) stake by 679% in Q1 2026, buying an estimated $5.03M and bringing the position to 26,333 shares worth $5.63M. The position accounts for 0.06% of the portfolio, ranked #286.

Independent Advisor Alliance first reported a position in IWD in Q1 2017 and has held it in 22 quarters since. The position peaked at $20M in Q4 2019. 1,903 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Independent Advisor Alliance held 26,333 shares of iShares Russell 1000 Value ETF worth $5.63M as of Q1 2026.
  • Independent Advisor Alliance bought 22,952 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $5.03M.
  • iShares Russell 1000 Value ETF made up 0.06% of Independent Advisor Alliance's portfolio in Q1 2026, its #286 holding.
  • Independent Advisor Alliance first reported a position in iShares Russell 1000 Value ETF in Q1 2017 and has held it in 22 quarters since.
  • Independent Advisor Alliance's iShares Russell 1000 Value ETF position peaked at $20M in Q4 2019.
  • 1,903 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.