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

Kovack 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 		$701K Buy
2,886
+66
+2% +$15.4K 0.03% 502
2026
Q1 		$604K Buy
2,820
+511
+22% +$112K 0.03% 534
2025
Q4 		$486K Buy
+2,309
New +$477K 0.02% 603
2023
Q4 		– Sell
-1,388
Closed -$211K – 593
2023
Q3 		$211K Sell
1,388
-56
-4% -$8.88K 0.03% 470
2023
Q2 		$228K Sell
1,444
-53
-4% -$8.1K 0.03% 481
2023
Q1 		$228K Buy
+1,497
New +$231K 0.03% 479
2022
Q3 		– Sell
-1,587
Closed -$230K – 604
2022
Q2 		$230K Buy
1,587
+2
+0.1% +$313 0.03% 527
2022
Q1 		$263K Sell
1,585
-10
-0.6% -$1.64K 0.03% 559
2021
Q4 		$268K Buy
1,595
+1
+0.1% +$164 0.03% 565
2021
Q3 		$249K Buy
1,594
+180
+13% +$28.9K 0.03% 591
2021
Q2 		$224K Buy
+1,414
New +$224K 0.03% 603
2020
Q1 		– Sell
-1,752
Closed -$239K – 515
2019
Q4 		$239K Sell
1,752
-475
-21% -$62.6K 0.04% 413
2019
Q3 		$286K Buy
2,227
+115
+5% +$14.6K 0.06% 346
2019
Q2 		$269K Sell
2,112
-99
-4% -$12.4K 0.06% 327
2019
Q1 		$273K Sell
2,211
-721
-25% -$86.7K 0.07% 312
2018
Q4 		$326K Sell
2,932
-210
-7% -$25.2K 0.1% 238
2018
Q3 		$398K Buy
+3,142
New +$395K 0.1% 242
2013
Q3 		– Sell
-3,113
Closed -$261K – 79
2013
Q2 		$261K Buy
+3,113
New +$259K 1.54% 28

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Kovack Advisors's IWD Position: Q2 2026 in Review

Kovack Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 2.3% in Q2 2026, buying an estimated $15.4K and bringing the position to 2,886 shares worth $701K. The position accounts for 0.03% of the portfolio, ranked #502.

Kovack Advisors first reported a position in IWD in Q2 2013 and has held it in 18 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Kovack Advisors held 2,886 shares of iShares Russell 1000 Value ETF worth $701K as of Q2 2026.
  • Kovack Advisors bought 66 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $15.4K.
  • iShares Russell 1000 Value ETF made up 0.03% of Kovack Advisors's portfolio in Q2 2026, its #502 holding.
  • Kovack Advisors first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 18 quarters since.
  • 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.