Keating Financial Advisory Services’s iShares Russell 1000 Value ETF IWD Stock Holding History

Keating Financial Advisory Services’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	$251K	Buy	1,037 +138	+15%	+$32.1K	0.03%	322
2026 Q1	$192K	Buy	899 +159	+21%	+$34.8K	0.03%	335
2025 Q4	$156K	Buy	+740	New	+$153K	0.02%	413

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 22.96% 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

Keating Financial Advisory Services's IWD Position: Q2 2026 in Review

Keating Financial Advisory Services increased its iShares Russell 1000 Value ETF (IWD) stake by 15% in Q2 2026, buying an estimated $32.1K and bringing the position to 1,037 shares worth $251K. The position accounts for 0.03% of the portfolio, ranked #322.

Keating Financial Advisory Services first reported a position in IWD in Q4 2025 and has held it in 3 quarters since. 1,974 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Keating Financial Advisory Services held 1,037 shares of iShares Russell 1000 Value ETF worth $251K as of Q2 2026.
Keating Financial Advisory Services bought 138 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $32.1K.
iShares Russell 1000 Value ETF made up 0.03% of Keating Financial Advisory Services's portfolio in Q2 2026, its #322 holding.
Keating Financial Advisory Services first reported a position in iShares Russell 1000 Value ETF in Q4 2025 and has held it in 3 quarters since.
1,974 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.