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

Maxele 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	$1.8M	Buy	+7,430	New	+$1.73M	1.26%	25
2025 Q4	$1.56M	Sell	7,429 -50	-0.7%	-$10.3K	1.27%	23
2025 Q3	$1.52M	Buy	7,479 +20	+0.3%	+$3.98K	1.31%	22
2025 Q2	$1.45M	Buy	7,459 +55	+0.7%	+$10.2K	1.26%	22
2025 Q1	$1.39M	Buy	7,404 +76	+1%	+$14.5K	1.35%	24
2024 Q4	$1.36M	Buy	+7,328	New	+$1.41M	1.29%	25
2022 Q3	$1.01M	Sell	7,446 -36	-0.5%	-$5.41K	1.7%	15
2022 Q2	$1.08M	Sell	7,482 -445	-6%	-$69.6K	1.7%	14
2022 Q1	$1.32M	Sell	7,927 -362	-4%	-$59.5K	1.63%	14
2021 Q4	$1.39M	Buy	+8,289	New	+$1.36M	1.61%	13

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

Maxele Advisors's IWD Position: Q2 2026 in Review

Maxele Advisors opened a new position in iShares Russell 1000 Value ETF (IWD) in Q2 2026: 7,430 shares worth $1.8M. The stake represents 1.26% of the portfolio and ranks #25 among its holdings. This is a return to the name: Maxele Advisors previously reported a position in IWD as recently as Q4 2025.

Maxele Advisors first reported a position in IWD in Q4 2021 and has held it in 10 quarters since. 1,975 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Maxele Advisors held 7,430 shares of iShares Russell 1000 Value ETF worth $1.8M as of Q2 2026.
iShares Russell 1000 Value ETF was a new Maxele Advisors position in Q2 2026.
iShares Russell 1000 Value ETF made up 1.26% of Maxele Advisors's portfolio in Q2 2026, its #25 holding.
Maxele Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and has held it in 10 quarters since.
1,975 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Maxele Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.