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

Inspire 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	$255K	Buy	1,052 +17	+2%	+$3.96K	0.02%	594
2026 Q1	$221K	Sell	1,035 -50	-5%	-$10.9K	0.02%	586
2025 Q4	$228K	Sell	1,085 -24	-2%	-$4.96K	0.02%	467
2025 Q3	$226K	Buy	+1,109	New	+$221K	0.02%	459
2025 Q2	–	Sell	-1,084	Closed	-$204K	–	531
2025 Q1	$204K	Buy	+1,084	New	+$206K	0.02%	409
2021 Q1	–	Sell	-74	Closed	-$10K	–	406
2020 Q4	$10K	Buy	+74	New	+$9.49K	﹤0.01%	527

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Inspire Advisors's IWD Position: Q2 2026 in Review

Inspire Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 1.6% in Q2 2026, buying an estimated $3.96K and bringing the position to 1,052 shares worth $255K. The position accounts for 0.02% of the portfolio, ranked #594.

Inspire Advisors first reported a position in IWD in Q4 2020 and has held it in 6 quarters since. 1,980 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Inspire Advisors held 1,052 shares of iShares Russell 1000 Value ETF worth $255K as of Q2 2026.
Inspire Advisors bought 17 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $3.96K.
iShares Russell 1000 Value ETF made up 0.02% of Inspire Advisors's portfolio in Q2 2026, its #594 holding.
Inspire Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and has held it in 6 quarters since.
1,980 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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