Journey Advisory Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Journey 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	$207K	Buy	+852	New	+$198K	0.02%	272
2026 Q1	–	Sell	-1,550	Closed	-$326K	–	254
2025 Q4	$326K	Sell	1,550 -464	-23%	-$95.8K	0.03%	221
2025 Q3	$410K	Buy	2,014 +116	+6%	+$23.1K	0.03%	213
2025 Q2	$369K	Hold	1,898	–	–	0.03%	226
2025 Q1	$357K	Buy	1,898 +2	+0.1%	+$381	0.03%	224
2024 Q4	$331K	Hold	1,896	–	–	0.04%	184
2024 Q3	$331K	Hold	1,896	–	–	0.04%	184
2024 Q2	$331K	Sell	1,896 -60	-3%	-$10.5K	0.04%	183
2024 Q1	$350K	Buy	1,956 +195	+11%	+$33K	0.04%	186
2023 Q4	$291K	Sell	1,761 -11	-0.6%	-$1.7K	0.04%	179
2023 Q3	$269K	Buy	1,772 +10	+0.6%	+$1.59K	0.04%	187
2023 Q2	$278K	Hold	1,762	–	–	0.04%	186
2023 Q1	$268K	Hold	1,762	–	–	0.04%	196
2022 Q4	$267K	Buy	1,762 +55	+3%	+$8.23K	0.07%	192
2022 Q3	$232K	Buy	+1,707	New	+$257K	0.06%	214

Other funds holding IWD

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

7WCP

71 West Capital Partners Boston, Massachusetts $2.89B AUM

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Journey Advisory Group's IWD Position: Q2 2026 in Review

Journey Advisory Group opened a new position in iShares Russell 1000 Value ETF (IWD) in Q2 2026: 852 shares worth $207K. The stake represents 0.02% of the portfolio and ranks #272 among its holdings. This is a return to the name: Journey Advisory Group previously reported a position in IWD as recently as Q4 2025.

Journey Advisory Group first reported a position in IWD in Q3 2022 and has held it in 15 quarters since. The position peaked at $410K in Q3 2025. 1,549 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Journey Advisory Group held 852 shares of iShares Russell 1000 Value ETF worth $207K as of Q2 2026.
iShares Russell 1000 Value ETF was a new Journey Advisory Group position in Q2 2026.
iShares Russell 1000 Value ETF made up 0.02% of Journey Advisory Group's portfolio in Q2 2026, its #272 holding.
Journey Advisory Group first reported a position in iShares Russell 1000 Value ETF in Q3 2022 and has held it in 15 quarters since.
Journey Advisory Group's iShares Russell 1000 Value ETF position peaked at $410K in Q3 2025.
1,549 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Journey Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.