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

Investment Research & 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
Q2 		$101K Buy
+417
New +$97.1K 0.03% 103
2020
Q4 		– Sell
-681
Closed -$80K – 153
2020
Q3 		$80K Hold
681
– – 0.07% 84
2020
Q2 		$76K Hold
681
– – 0.07% 80
2020
Q1 		$68K Sell
681
-66
-9% -$8.23K 0.06% 79
2019
Q4 		$102K Buy
+747
New +$98.5K 0.09% 70

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

Investment Research & Advisory Group's IWD Position: Q2 2026 in Review

Investment Research & Advisory Group opened a new position in iShares Russell 1000 Value ETF (IWD) in Q2 2026: 417 shares worth $101K. The stake represents 0.03% of the portfolio and ranks #103 among its holdings. This is a return to the name: Investment Research & Advisory Group previously reported a position in IWD as recently as Q3 2020.

Investment Research & Advisory Group first reported a position in IWD in Q4 2019 and has held it in 5 quarters since. The position peaked at $102K in Q4 2019. 1,980 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Investment Research & Advisory Group held 417 shares of iShares Russell 1000 Value ETF worth $101K as of Q2 2026.
  • iShares Russell 1000 Value ETF was a new Investment Research & Advisory Group position in Q2 2026.
  • iShares Russell 1000 Value ETF made up 0.03% of Investment Research & Advisory Group's portfolio in Q2 2026, its #103 holding.
  • Investment Research & Advisory Group first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and has held it in 5 quarters since.
  • Investment Research & Advisory Group's iShares Russell 1000 Value ETF position peaked at $102K in Q4 2019.
  • 1,980 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.