Investment Advisory Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Investment Advisory Group’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 Q1	$1.19M	Sell	5,572 -477	-8%	-$104K	0.3%	70
2025 Q4	$1.27M	Buy	6,049 +530	+10%	+$109K	0.33%	65
2025 Q3	$1.12M	Hold	5,519	–	–	0.31%	65
2025 Q2	$1.07M	Buy	5,519 +31	+0.6%	+$5.74K	0.32%	63
2025 Q1	$1.03M	Hold	5,488	–	–	0.35%	61
2024 Q4	$1.02M	Buy	5,488 +41	+0.8%	+$7.86K	0.34%	63
2024 Q3	$1.03M	Hold	5,447	–	–	0.36%	58
2024 Q2	$950K	Buy	5,447 +48	+0.9%	+$8.39K	0.37%	56
2024 Q1	$967K	Buy	5,399 +398	+8%	+$67.3K	0.4%	52
2023 Q4	$826K	Buy	5,001 +264	+6%	+$40.8K	0.38%	55
2023 Q3	$719K	Hold	4,737	–	–	0.37%	56
2023 Q2	$748K	Buy	4,737 +57	+1%	+$8.71K	0.38%	54
2023 Q1	$713K	Buy	4,680 +1	+0%	+$154	0.41%	53
2022 Q4	$710K	Hold	4,679	–	–	0.44%	50
2022 Q3	$636K	Buy	4,679 +2,262	+94%	+$340K	0.44%	50
2022 Q2	$351K	Buy	2,417 +290	+14%	+$45.4K	0.24%	78
2022 Q1	$353K	Sell	2,127 -64	-3%	-$10.5K	0.21%	83
2021 Q4	$363K	Buy	+2,191	New	+$359K	0.23%	77

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Investment Advisory Group's IWD Position: Q1 2026 in Review

Investment Advisory Group reduced its iShares Russell 1000 Value ETF (IWD) stake by 7.9% in Q1 2026, selling an estimated $104K and leaving 5,572 shares worth $1.19M. The position accounts for 0.3% of the portfolio, ranked #70.

Investment Advisory Group first reported a position in IWD in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.27M in Q4 2025. 1,900 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Investment Advisory Group held 5,572 shares of iShares Russell 1000 Value ETF worth $1.19M as of Q1 2026.
Investment Advisory Group sold 477 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $104K.
iShares Russell 1000 Value ETF made up 0.3% of Investment Advisory Group's portfolio in Q1 2026, its #70 holding.
Investment Advisory Group first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and has held it in 18 quarters since.
Investment Advisory Group's iShares Russell 1000 Value ETF position peaked at $1.27M in Q4 2025.
1,900 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.