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J.W. Cole Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

J.W. Cole 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 		$8.64M Buy
+35,659
New +$8.31M 0.15% 145
2026
Q1 		– Sell
-37,307
Closed -$7.74M – 1121
2025
Q4 		$7.74M Buy
37,307
+383
+1% +$79.1K 0.19% 112
2025
Q3 		$7.52M Sell
36,924
-12
-0% -$2.39K 0.14% 143
2025
Q2 		$7.17M Buy
36,936
+816
+2% +$151K 0.15% 140
2025
Q1 		$6.8M Buy
36,120
+6,417
+22% +$1.22M 0.21% 101
2024
Q4 		$5.5M Buy
29,703
+922
+3% +$177K 0.22% 100
2024
Q3 		$5.46M Buy
28,781
+136
+0.5% +$24.8K 0.23% 94
2024
Q2 		$5M Buy
28,645
+357
+1% +$62.4K 0.24% 88
2024
Q1 		$5.07M Sell
28,288
-179
-0.6% -$30.3K 0.26% 88
2023
Q4 		$4.7M Sell
28,467
-89
-0.3% -$13.7K 0.28% 86
2023
Q3 		$4.34M Sell
28,556
-25
-0.1% -$3.96K 0.32% 75
2023
Q2 		$4.51M Buy
28,581
+184
+0.6% +$28.1K 0.32% 70
2023
Q1 		$4.32M Sell
28,397
-1,975
-7% -$305K 0.31% 74
2022
Q4 		$4.61M Buy
30,372
+1,451
+5% +$217K 0.35% 69
2022
Q3 		$3.93M Buy
28,921
+10,911
+61% +$1.64M 0.33% 70
2022
Q2 		$2.61M Sell
18,010
-1,822
-9% -$285K 0.21% 121
2022
Q1 		$3.29M Buy
19,832
+38
+0.2% +$6.24K 0.22% 112
2021
Q4 		$3.32M Buy
+19,794
New +$3.24M 0.22% 113
2021
Q3 		– Sell
-18,236
Closed -$2.89M – 612
2021
Q2 		$2.89M Buy
18,236
+13,288
+269% +$2.1M 0.23% 104
2021
Q1 		$750K Buy
4,948
+3,400
+220% +$492K 0.07% 295
2020
Q4 		$212K Sell
1,548
-3,476
-69% -$446K 0.02% 577
2020
Q3 		$593K Buy
+5,024
New +$596K 0.05% 373

Other funds holding IWD

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
LC
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

J.W. Cole Advisors's IWD Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in iShares Russell 1000 Value ETF (IWD) in Q2 2026: 35,659 shares worth $8.64M. The stake represents 0.15% of the portfolio and ranks #145 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in IWD as recently as Q4 2025.

J.W. Cole Advisors first reported a position in IWD in Q3 2020 and has held it in 22 quarters since. 695 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • J.W. Cole Advisors held 35,659 shares of iShares Russell 1000 Value ETF worth $8.64M as of Q2 2026.
  • iShares Russell 1000 Value ETF was a new J.W. Cole Advisors position in Q2 2026.
  • iShares Russell 1000 Value ETF made up 0.15% of J.W. Cole Advisors's portfolio in Q2 2026, its #145 holding.
  • J.W. Cole Advisors first reported a position in iShares Russell 1000 Value ETF in Q3 2020 and has held it in 22 quarters since.
  • 695 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.