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 Q3	$389K	Sell	1,571 -8	-0.5%	-$2.02K	0.02%	510
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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

71 West Capital Partners Boston, Massachusetts $3.06B AUM 23.06% 1-Year Est. Return

Integrated Advisors Network's IWD Position: Q3 2026 in Review

Integrated Advisors Network reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.51% in Q3 2026, selling an estimated $2.02K and leaving 1,571 shares worth $389K. The position accounts for 0.02% of the portfolio, ranked #510.

Integrated Advisors Network first reported a position in IWD in Q4 2019 and has held it in 28 quarters since. The position peaked at $2.91M in Q4 2024. 1,450 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

Integrated Advisors Network held 1,571 shares of iShares Russell 1000 Value ETF worth $389K as of Q3 2026.
Integrated Advisors Network sold 8 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $2.02K.
iShares Russell 1000 Value ETF made up 0.02% of Integrated Advisors Network's portfolio in Q3 2026, its #510 holding.
Integrated Advisors Network first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and has held it in 28 quarters since.
Integrated Advisors Network's iShares Russell 1000 Value ETF position peaked at $2.91M in Q4 2024.
1,450 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Integrated Advisors Network's 13F filing for Q3 2026, filed 20 Oct 2026.