Level Four Advisory Services’s iShares Russell 1000 Value ETF IWD Stock Holding History

Level Four 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	$7.24M	Buy	29,871 +20,449	+217%	+$4.76M	0.2%	128
2026 Q1	$2.01M	Sell	9,422 -79,479	-89%	-$17.4M	0.07%	287
2025 Q4	$18.7M	Buy	88,901 +77,146	+656%	+$15.9M	0.61%	24
2025 Q3	$2.39M	Buy	11,755 +4,011	+52%	+$798K	0.08%	253
2025 Q2	$1.5M	Sell	7,744 -32,950	-81%	-$6.1M	0.06%	298
2025 Q1	$7.66M	Sell	40,694 -84,594	-68%	-$16.1M	0.31%	80
2024 Q4	$23.2M	Buy	125,288 +119,057	+1,911%	+$22.8M	0.95%	17
2024 Q3	$1.17M	Buy	6,231 +44	+0.7%	+$8.02K	0.05%	312
2024 Q2	$1.08M	Sell	6,187 -20,197	-77%	-$3.53M	0.05%	315
2024 Q1	$4.36M	Buy	26,384 +14,925	+130%	+$2.53M	0.24%	112
2023 Q4	$1.89M	Buy	11,459 +3,539	+45%	+$547K	0.11%	208
2023 Q3	$1.2M	Sell	7,920 -860	-10%	-$136K	0.08%	257
2023 Q2	$1.39M	Sell	8,780 -812	-8%	-$124K	0.08%	239
2023 Q1	$1.46M	Sell	9,592 -1,720	-15%	-$266K	0.1%	217
2022 Q4	$1.72M	Buy	11,312 +3,307	+41%	+$495K	0.13%	181
2022 Q3	$1.09M	Sell	8,005 -91	-1%	-$13.7K	0.11%	195
2022 Q2	$1.17M	Sell	8,096 -2,395	-23%	-$375K	0.11%	193
2022 Q1	$1.74M	Sell	10,491 -5,511	-34%	-$905K	0.14%	167
2021 Q4	$2.69M	Buy	16,002 +12,882	+413%	+$2.11M	0.2%	128
2021 Q3	$488K	Buy	3,120 +214	+7%	+$34.3K	0.05%	298
2021 Q2	$461K	Sell	2,906 -979	-25%	-$155K	0.03%	419
2021 Q1	$589K	Sell	3,885 -2,594	-40%	-$375K	0.05%	357
2020 Q4	$886K	Buy	6,479 +1,567	+32%	+$201K	0.07%	268
2020 Q3	$580K	Sell	4,912 -428	-8%	-$50.8K	0.04%	323
2020 Q2	$601K	Sell	5,340 -7,743	-59%	-$852K	0.05%	337
2020 Q1	$1.3M	Sell	13,083 -1,165	-8%	-$145K	0.16%	160
2019 Q4	$2.1M	Buy	14,248 +1,715	+14%	+$226K	0.08%	210
2019 Q3	$1.61M	Sell	12,533 -974	-7%	-$124K	0.17%	143
2019 Q2	$1.72M	Buy	13,507 +821	+6%	+$103K	0.17%	127
2019 Q1	$1.57M	Sell	12,686 -9,971	-44%	-$1.2M	0.17%	139
2018 Q4	$2.52M	Buy	22,657 +7,881	+53%	+$944K	0.31%	78
2018 Q3	$1.87M	Sell	14,776 -178,946	-92%	-$22.5M	0.2%	117
2018 Q2	$23.5M	Sell	193,722 -11	-0%	-$1.34K	1.71%	9
2018 Q1	$23.2M	Buy	193,733 +2,140	+1%	+$267K	1.8%	9
2017 Q4	$23.8M	Buy	191,593 +133	+0.1%	+$16.1K	1.85%	10
2017 Q3	$22.7M	Buy	191,460 +169,253	+762%	+$19.7M	2.01%	9
2017 Q2	$2.54M	Sell	22,207 -243,260	-92%	-$28M	0.39%	69
2017 Q1	$30.5M	Sell	265,467 -753	-0.3%	-$86.3K	3.11%	2
2016 Q4	$29.8M	Buy	+266,220	New	+$28.8M	3.81%	2

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

Level Four Advisory Services's IWD Position: Q2 2026 in Review

Level Four Advisory Services increased its iShares Russell 1000 Value ETF (IWD) stake by 217% in Q2 2026, buying an estimated $4.76M and bringing the position to 29,871 shares worth $7.24M. The position accounts for 0.2% of the portfolio, ranked #128.

Level Four Advisory Services first reported a position in IWD in Q4 2016 and has held it in 39 quarters since. The position peaked at $30.5M in Q1 2017. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Level Four Advisory Services held 29,871 shares of iShares Russell 1000 Value ETF worth $7.24M as of Q2 2026.
Level Four Advisory Services bought 20,449 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $4.76M.
iShares Russell 1000 Value ETF made up 0.2% of Level Four Advisory Services's portfolio in Q2 2026, its #128 holding.
Level Four Advisory Services first reported a position in iShares Russell 1000 Value ETF in Q4 2016 and has held it in 39 quarters since.
Level Four Advisory Services's iShares Russell 1000 Value ETF position peaked at $30.5M in Q1 2017.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.