JAA
IWD icon

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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Joel Adams & Associates's IWD Position: Q1 2026 in Review

Joel Adams & Associates increased its iShares Russell 1000 Value ETF (IWD) stake by 0.4% in Q1 2026, buying an estimated $2.85K and bringing the position to 3,293 shares worth $704K. The position accounts for 0.52% of the portfolio, ranked #25.

Joel Adams & Associates first reported a position in IWD in Q1 2025 and has held it in 5 quarters since. 1,898 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Joel Adams & Associates held 3,293 shares of iShares Russell 1000 Value ETF worth $704K as of Q1 2026.
  • Joel Adams & Associates bought 13 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $2.85K.
  • iShares Russell 1000 Value ETF made up 0.52% of Joel Adams & Associates's portfolio in Q1 2026, its #25 holding.
  • Joel Adams & Associates first reported a position in iShares Russell 1000 Value ETF in Q1 2025 and has held it in 5 quarters since.
  • 1,898 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Joel Adams & Associates's 13F filing for Q1 2026, filed 20 Apr 2026.