Investors Research Corp’s iShares Russell 1000 Value ETF IWD Stock Holding History

Investors Research Corp’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	$75.9K	Sell	313 -65	-17%	-$15.1K	0.01%	357
2026 Q1	$80.8K	Hold	378	–	–	0.02%	349
2025 Q4	$79.5K	Hold	378	–	–	0.01%	388
2025 Q3	$77K	Sell	378 -80	-17%	-$15.9K	0.01%	394
2025 Q2	$89K	Hold	458	–	–	0.02%	394
2025 Q1	$86.2K	Hold	458	–	–	0.02%	398
2024 Q4	$84.8K	Hold	458	–	–	0.02%	410
2024 Q3	$86.9K	Sell	458 -473	-51%	-$86.2K	0.02%	407
2024 Q2	$162K	Hold	931	–	–	0.04%	330
2024 Q1	$167K	Hold	931	–	–	0.04%	346
2023 Q4	$154K	Buy	931 +165	+22%	+$25.5K	0.04%	361
2023 Q3	$116K	Sell	766 -13	-2%	-$2.06K	0.03%	385
2023 Q2	$123K	Hold	779	–	–	0.03%	385
2023 Q1	$119K	Buy	779 +13	+2%	+$2.01K	0.03%	394
2022 Q4	$116K	Hold	766	–	–	0.03%	392
2022 Q3	$104K	Hold	766	–	–	0.03%	392
2022 Q2	$111K	Hold	766	–	–	0.03%	395
2022 Q1	$127K	Hold	766	–	–	0.04%	377
2021 Q4	$129K	Hold	766	–	–	0.04%	367
2021 Q3	$120K	Hold	766	–	–	0.04%	375
2021 Q2	$122K	Hold	766	–	–	0.04%	362
2021 Q1	$116K	Hold	766	–	–	0.04%	370
2020 Q4	$105K	Hold	766	–	–	0.04%	410
2020 Q3	$90K	Hold	766	–	–	0.04%	405
2020 Q2	$86K	Hold	766	–	–	0.04%	388
2020 Q1	$76K	Buy	+766	New	+$95.5K	0.05%	373
2019 Q3	–	Sell	-8	Closed	-$1K	–	1122
2019 Q2	$1K	Hold	8	–	–	﹤0.01%	1035
2019 Q1	$1K	Buy	+8	New	+$961	﹤0.01%	1000

Other funds holding IWD

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return

BWCS

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

SAS

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

Investors Research Corp's IWD Position: Q2 2026 in Review

Investors Research Corp reduced its iShares Russell 1000 Value ETF (IWD) stake by 17% in Q2 2026, selling an estimated $15.1K and leaving 313 shares worth $75.9K. The position accounts for 0.01% of the portfolio, ranked #357.

Investors Research Corp first reported a position in IWD in Q1 2019 and has held it in 28 quarters since. The position peaked at $167K in Q1 2024. 535 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Investors Research Corp held 313 shares of iShares Russell 1000 Value ETF worth $75.9K as of Q2 2026.
Investors Research Corp sold 65 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $15.1K.
iShares Russell 1000 Value ETF made up 0.01% of Investors Research Corp's portfolio in Q2 2026, its #357 holding.
Investors Research Corp first reported a position in iShares Russell 1000 Value ETF in Q1 2019 and has held it in 28 quarters since.
Investors Research Corp's iShares Russell 1000 Value ETF position peaked at $167K in Q1 2024.
535 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.