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

Insight 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 		$608K Buy
2,507
+3
+0.1% +$699 0.11% 124
2026
Q1 		$535K Buy
2,504
+5
+0.2% +$1.09K 0.1% 131
2025
Q4 		$526K Buy
2,499
+9
+0.4% +$1.86K 0.08% 153
2025
Q3 		$508K Hold
2,490
– – 0.08% 156
2025
Q2 		$484K Buy
2,490
+5
+0.2% +$926 0.08% 158
2025
Q1 		$468K Sell
2,485
-48
-2% -$9.14K 0.08% 157
2024
Q4 		$468K Buy
2,533
+7
+0.3% +$1.34K 0.08% 163
2024
Q3 		$479K Buy
2,526
+11
+0.4% +$2K 0.08% 167
2024
Q2 		$439K Sell
2,515
-31
-1% -$5.42K 0.08% 173
2024
Q1 		$456K Hold
2,546
– – 0.09% 173
2023
Q4 		$421K Sell
2,546
-128
-5% -$19.8K 0.09% 167
2023
Q3 		$406K Hold
2,674
– – 0.09% 161
2023
Q2 		$422K Sell
2,674
-107
-4% -$16.4K 0.09% 163
2023
Q1 		$423K Sell
2,781
-100
-3% -$15.4K 0.1% 176
2022
Q4 		$437K Buy
2,881
+13
+0.5% +$1.95K 0.15% 182
2022
Q3 		$390K Buy
2,868
+15
+0.5% +$2.25K 0.15% 176
2022
Q2 		$439K Buy
2,853
+59
+2% +$9.23K 0.15% 170
2022
Q1 		$464K Sell
2,794
-139
-5% -$22.8K 0.14% 186
2021
Q4 		$493K Hold
2,933
– – 0.15% 172
2021
Q3 		$487K Buy
2,933
+67
+2% +$10.7K 0.15% 177
2021
Q2 		$457K Buy
2,866
+107
+4% +$16.9K 0.14% 188
2021
Q1 		$435K Sell
2,759
-328
-11% -$47.5K 0.14% 192
2020
Q4 		$422K Buy
+3,087
New +$396K 0.16% 168

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

Insight Advisors's IWD Position: Q2 2026 in Review

Insight Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 0.12% in Q2 2026, buying an estimated $699 and bringing the position to 2,507 shares worth $608K. The position accounts for 0.11% of the portfolio, ranked #124.

Insight Advisors first reported a position in IWD in Q4 2020 and has held it in 23 quarters since. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Insight Advisors held 2,507 shares of iShares Russell 1000 Value ETF worth $608K as of Q2 2026.
  • Insight Advisors bought 3 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $699.
  • iShares Russell 1000 Value ETF made up 0.11% of Insight Advisors's portfolio in Q2 2026, its #124 holding.
  • Insight Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Insight Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.