Insigneo Advisory Services’s iShares Russell 1000 Value ETF IWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.36M Sell
11,044
-85
-0.8% -$18.6K 0.17% 114
2025
Q4
$2.34M Buy
11,129
+1,743
+19% +$360K 0.17% 113
2025
Q3
$1.91M Buy
9,386
+1,423
+18% +$283K 0.13% 125
2025
Q2
$1.55M Buy
7,963
+966
+14% +$179K 0.13% 135
2025
Q1
$1.32M Sell
6,997
-724
-9% -$138K 0.14% 141
2024
Q4
$1.43M Buy
7,721
+5,062
+190% +$971K 0.15% 129
2024
Q3
$505K Sell
2,659
-105
-4% -$19.1K 0.05% 313
2024
Q2
$481K Sell
2,764
-425
-13% -$74.3K 0.05% 305
2024
Q1
$571K Buy
3,189
+266
+9% +$45K 0.07% 240
2023
Q4
$483K Sell
2,923
-372
-11% -$57.4K 0.07% 245
2023
Q3
$504K Sell
3,295
-216
-6% -$34.3K 0.1% 185
2023
Q2
$554K Buy
3,511
+1,202
+52% +$184K 0.11% 177
2023
Q1
$352K Sell
2,309
-12
-0.5% -$1.85K 0.11% 185
2022
Q4
$352K Buy
+2,321
New +$347K 0.13% 168

Other funds holding IWD

Insigneo Advisory Services's IWD Position: Q1 2026 in Review

Insigneo Advisory Services reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.76% in Q1 2026, selling an estimated $18.6K and leaving 11,044 shares worth $2.36M. The position accounts for 0.17% of the portfolio, ranked #114.

Insigneo Advisory Services first reported a position in IWD in Q4 2022 and has held it in 14 quarters since. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Insigneo Advisory Services held 11,044 shares of iShares Russell 1000 Value ETF worth $2.36M as of Q1 2026.
  • Insigneo Advisory Services sold 85 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $18.6K.
  • iShares Russell 1000 Value ETF made up 0.17% of Insigneo Advisory Services's portfolio in Q1 2026, its #114 holding.
  • Insigneo Advisory Services first reported a position in iShares Russell 1000 Value ETF in Q4 2022 and has held it in 14 quarters since.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.