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

Integrated Advisors Network’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 		$383K Sell
1,579
-650
-29% -$151K 0.02% 512
2026
Q1 		$476K Sell
2,229
-968
-30% -$212K 0.03% 466
2025
Q4 		$672K Buy
3,197
+958
+43% +$198K 0.03% 422
2025
Q3 		$456K Sell
2,239
-98
-4% -$19.5K 0.02% 524
2025
Q2 		$454K Sell
2,337
-4,257
-65% -$788K 0.02% 511
2025
Q1 		$1.24M Sell
6,594
-9,136
-58% -$1.74M 0.06% 285
2024
Q4 		$2.91M Buy
15,730
+11,344
+259% +$2.18M 0.14% 165
2024
Q3 		$832K Buy
4,386
+17
+0.4% +$3.1K 0.04% 357
2024
Q2 		$762K Sell
4,369
-3,317
-43% -$580K 0.04% 347
2024
Q1 		$1.38M Buy
7,686
+1,965
+34% +$332K 0.07% 253
2023
Q4 		$945K Buy
5,721
+2,165
+61% +$334K 0.05% 304
2023
Q3 		$540K Sell
3,556
-53
-1% -$8.41K 0.03% 398
2023
Q2 		$570K Sell
3,609
-318
-8% -$48.6K 0.03% 399
2023
Q1 		$598K Sell
3,927
-697
-15% -$108K 0.04% 385
2022
Q4 		$701K Buy
4,624
+283
+7% +$42.4K 0.05% 354
2022
Q3 		$590K Buy
4,341
+150
+4% +$22.5K 0.04% 362
2022
Q2 		$608K Sell
4,191
-1,447
-26% -$226K 0.04% 375
2022
Q1 		$936K Sell
5,638
-2,370
-30% -$389K 0.05% 320
2021
Q4 		$1.34M Sell
8,008
-1,870
-19% -$306K 0.08% 222
2021
Q3 		$1.55M Buy
9,878
+1,120
+13% +$180K 0.1% 192
2021
Q2 		$1.39M Buy
8,758
+776
+10% +$123K 0.1% 187
2021
Q1 		$1.21M Buy
7,982
+712
+10% +$103K 0.11% 185
2020
Q4 		$994K Buy
7,270
+5,301
+269% +$680K 0.11% 198
2020
Q3 		$233K Sell
1,969
-10,570
-84% -$1.25M 0.03% 391
2020
Q2 		$1.41M Buy
12,539
+10,030
+400% +$1.1M 0.17% 154
2020
Q1 		$249K Sell
2,509
-2,280
-48% -$284K 0.05% 304
2019
Q4 		$654K Buy
+4,789
New +$631K 0.09% 213

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

Integrated Advisors Network's IWD Position: Q2 2026 in Review

Integrated Advisors Network reduced its iShares Russell 1000 Value ETF (IWD) stake by 29% in Q2 2026, selling an estimated $151K and leaving 1,579 shares worth $383K. The position accounts for 0.02% of the portfolio, ranked #512.

Integrated Advisors Network first reported a position in IWD in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.91M in Q4 2024. 1,980 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Integrated Advisors Network held 1,579 shares of iShares Russell 1000 Value ETF worth $383K as of Q2 2026.
  • Integrated Advisors Network sold 650 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $151K.
  • iShares Russell 1000 Value ETF made up 0.02% of Integrated Advisors Network's portfolio in Q2 2026, its #512 holding.
  • Integrated Advisors Network first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and has held it in 27 quarters since.
  • Integrated Advisors Network's iShares Russell 1000 Value ETF position peaked at $2.91M in Q4 2024.
  • 1,980 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Integrated Advisors Network's 13F filing for Q2 2026, filed 11 Aug 2026.