Joel Adams & Associates’s iShares Russell 1000 Value ETF IWD Stock Holding History

Joel Adams & Associates’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	$441K	Sell	1,819 -1,474	-45%	-$343K	0.28%	46
2026 Q1	$704K	Buy	3,293 +13	+0.4%	+$2.85K	0.52%	25
2025 Q4	$690K	Buy	3,280 +263	+9%	+$54.3K	0.52%	30
2025 Q3	$614K	Buy	3,017 +117	+4%	+$23.3K	0.5%	33
2025 Q2	$563K	Buy	2,900 +1,399	+93%	+$259K	0.5%	30
2025 Q1	$282K	Buy	+1,501	New	+$286K	0.25%	51

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Joel Adams & Associates's IWD Position: Q2 2026 in Review

Joel Adams & Associates reduced its iShares Russell 1000 Value ETF (IWD) stake by 45% in Q2 2026, selling an estimated $343K and leaving 1,819 shares worth $441K. The position accounts for 0.28% of the portfolio, ranked #46.

Joel Adams & Associates first reported a position in IWD in Q1 2025 and has held it in 6 quarters since. The position peaked at $704K in Q1 2026. 1,981 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Joel Adams & Associates held 1,819 shares of iShares Russell 1000 Value ETF worth $441K as of Q2 2026.
Joel Adams & Associates sold 1,474 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $343K.
iShares Russell 1000 Value ETF made up 0.28% of Joel Adams & Associates's portfolio in Q2 2026, its #46 holding.
Joel Adams & Associates first reported a position in iShares Russell 1000 Value ETF in Q1 2025 and has held it in 6 quarters since.
Joel Adams & Associates's iShares Russell 1000 Value ETF position peaked at $704K in Q1 2026.
1,981 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Joel Adams & Associates's 13F filing for Q2 2026, filed 6 Aug 2026.