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

Invested 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 		$3.06M Sell
12,618
-387
-3% -$90.1K 2.71% 8
2026
Q1 		$2.78M Sell
13,005
-1,929
-13% -$422K 2.81% 9
2025
Q4 		$3.14M Buy
14,934
+5,015
+51% +$1.04M 3.25% 6
2025
Q3 		$1.85M Buy
+9,919
New +$1.97M 2.69% 8

Other funds holding IWD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
7WCP
71 West Capital Partners Boston, Massachusetts $2.89B AUM
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Invested Advisors's IWD Position: Q2 2026 in Review

Invested Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 3% in Q2 2026, selling an estimated $90.1K and leaving 12,618 shares worth $3.06M. The position accounts for 2.71% of the portfolio, ranked #8.

Invested Advisors first reported a position in IWD in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.14M in Q4 2025. 1,201 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Invested Advisors held 12,618 shares of iShares Russell 1000 Value ETF worth $3.06M as of Q2 2026.
  • Invested Advisors sold 387 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $90.1K.
  • iShares Russell 1000 Value ETF made up 2.71% of Invested Advisors's portfolio in Q2 2026, its #8 holding.
  • Invested Advisors first reported a position in iShares Russell 1000 Value ETF in Q3 2025 and has held it in 4 quarters since.
  • Invested Advisors's iShares Russell 1000 Value ETF position peaked at $3.14M in Q4 2025.
  • 1,201 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Invested Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.