Laurel Wealth Advisors (North Carolina)’s iShares Russell 1000 Value ETF IWD Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	$259K	Hold	1,070	–	–	0.03%	187
2026 Q1	$250K	Hold	1,070	–	–	0.02%	183
2025 Q4	$225K	Buy	+1,070	New	+$221K	0.03%	185
2025 Q2	–	Sell	-602	Closed	-$113K	–	436
2025 Q1	$113K	Buy	602 +51	+9%	+$9.71K	0.02%	226
2024 Q4	$102K	Hold	551	–	–	0.02%	233
2024 Q3	$105K	Hold	551	–	–	0.02%	231
2024 Q2	$96.1K	Hold	551	–	–	0.02%	229
2024 Q1	$98.7K	Buy	551 +471	+589%	+$79.7K	0.02%	240
2023 Q4	$13.2K	Hold	80	–	–	﹤0.01%	382
2023 Q3	$12.1K	Hold	80	–	–	﹤0.01%	390
2023 Q2	$12.6K	Hold	80	–	–	﹤0.01%	394
2023 Q1	$12.2K	Hold	80	–	–	﹤0.01%	396
2022 Q4	$12.1K	Hold	80	–	–	﹤0.01%	375
2022 Q3	$11K	Hold	80	–	–	﹤0.01%	379
2022 Q2	$12K	Hold	80	–	–	﹤0.01%	376
2022 Q1	$13K	Hold	80	–	–	﹤0.01%	387
2021 Q4	$13K	Hold	80	–	–	﹤0.01%	388
2021 Q3	$13K	Hold	80	–	–	﹤0.01%	388
2021 Q2	$13K	Hold	80	–	–	﹤0.01%	430
2021 Q1	$12K	Sell	80 -336	-81%	-$48.6K	﹤0.01%	408
2020 Q4	$57K	Hold	416	–	–	0.01%	249
2020 Q3	$49K	Hold	416	–	–	0.01%	240
2020 Q2	$47K	Hold	416	–	–	0.02%	239
2020 Q1	$41K	Hold	416	–	–	0.02%	234
2019 Q4	$57K	Hold	416	–	–	0.02%	230
2019 Q3	$53K	Hold	416	–	–	0.02%	233
2019 Q2	$53K	Hold	416	–	–	0.02%	230
2019 Q1	$51K	Hold	416	–	–	0.02%	223
2018 Q4	$46K	Buy	+416	New	+$49.9K	0.02%	220

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

Laurel Wealth Advisors (North Carolina)'s IWD Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 1,070 shares worth $259K. The position accounts for 0.03% of the portfolio, ranked #187.

Laurel Wealth Advisors (North Carolina) first reported a position in IWD in Q4 2018 and has held it in 29 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Laurel Wealth Advisors (North Carolina) held 1,070 shares of iShares Russell 1000 Value ETF worth $259K as of Q2 2026.
Laurel Wealth Advisors (North Carolina) left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.03% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #187 holding.
Laurel Wealth Advisors (North Carolina) first reported a position in iShares Russell 1000 Value ETF in Q4 2018 and has held it in 29 quarters since.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.