Kingswood Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Kingswood Wealth 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	$2.34M	Sell	9,665 -12	-0.1%	-$2.79K	0.09%	225
2026 Q1	$2.07M	Buy	9,677 +614	+7%	+$134K	0.1%	232
2025 Q4	$1.91M	Buy	9,063 +5,909	+187%	+$1.22M	0.09%	222
2025 Q3	$642K	Buy	3,154 +1,375	+77%	+$274K	0.04%	418
2025 Q2	$346K	Buy	1,779 +22	+1%	+$4.07K	0.03%	524
2025 Q1	$331K	Buy	1,757 +185	+12%	+$35.2K	0.03%	508
2024 Q4	$291K	Sell	1,572 -1,112	-41%	-$213K	0.02%	619
2024 Q3	$509K	Buy	+2,684	New	+$489K	0.04%	444

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

Kingswood Wealth Advisors's IWD Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.12% in Q2 2026, selling an estimated $2.79K and leaving 9,665 shares worth $2.34M. The position accounts for 0.09% of the portfolio, ranked #225.

Kingswood Wealth Advisors first reported a position in IWD in Q3 2024 and has held it in 8 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Kingswood Wealth Advisors held 9,665 shares of iShares Russell 1000 Value ETF worth $2.34M as of Q2 2026.
Kingswood Wealth Advisors sold 12 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $2.79K.
iShares Russell 1000 Value ETF made up 0.09% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #225 holding.
Kingswood Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q3 2024 and has held it in 8 quarters since.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.