Mutual Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.67M | Sell |
21,836
-289
| -1% | -$63.3K | 0.1% | 201 |
|
|
2025
Q4 | $4.65M | Buy |
22,125
+22
| +0.1% | +$4.54K | 0.1% | 197 |
|
|
2025
Q3 | $4.53M | Sell |
22,103
-772
| -3% | -$154K | 0.1% | 199 |
|
|
2025
Q2 | $4.55M | Sell |
22,875
-490
| -2% | -$90.7K | 0.11% | 184 |
|
|
2025
Q1 | $4.22M | Sell |
23,365
-1,391
| -6% | -$265K | 0.12% | 169 |
|
|
2024
Q4 | $4.71M | Buy |
24,756
+407
| +2% | +$78.1K | 0.14% | 147 |
|
|
2024
Q3 | $4.64M | Sell |
24,349
-2,289
| -9% | -$417K | 0.14% | 143 |
|
|
2024
Q2 | $4.85M | Sell |
26,638
-248
| -0.9% | -$43.4K | 0.15% | 139 |
|
|
2024
Q1 | $4.82M | Sell |
26,886
-238
| -0.9% | -$40.3K | 0.15% | 132 |
|
|
2023
Q4 | $4.48M | Buy |
27,124
+228
| +0.8% | +$35.2K | 0.16% | 141 |
|
|
2023
Q3 | $4.08M | Buy |
26,896
+1,322
| +5% | +$210K | 0.16% | 130 |
|
|
2023
Q2 | $4.04M | Buy |
25,574
+2,965
| +13% | +$453K | 0.15% | 133 |
|
|
2023
Q1 | $3.44M | Sell |
22,609
-2,091
| -8% | -$323K | 0.14% | 154 |
|
|
2022
Q4 | $3.75M | Sell |
24,700
-1,180
| -5% | -$177K | 0.17% | 126 |
|
|
2022
Q3 | $3.52M | Buy |
25,880
+471
| +2% | +$70.8K | 0.18% | 117 |
|
|
2022
Q2 | $3.68M | Sell |
25,409
-289
| -1% | -$45.2K | 0.24% | 93 |
|
|
2022
Q1 | $4.26M | Buy |
25,698
+743
| +3% | +$122K | 0.24% | 89 |
|
|
2021
Q4 | $4.19M | Buy |
24,955
+1,240
| +5% | +$203K | 0.22% | 96 |
|
|
2021
Q3 | $3.71M | Buy |
23,715
+3,332
| +16% | +$534K | 0.22% | 109 |
|
|
2021
Q2 | $3.23M | Buy |
20,383
+809
| +4% | +$128K | 0.19% | 136 |
|
|
2021
Q1 | $2.97M | Sell |
19,574
-792
| -4% | -$115K | 0.2% | 121 |
|
|
2020
Q4 | $2.79M | Buy |
20,366
+314
| +2% | +$40.3K | 0.21% | 107 |
|
|
2020
Q3 | $2.37M | Sell |
20,052
-884
| -4% | -$105K | 0.21% | 119 |
|
|
2020
Q2 | $2.36M | Sell |
20,936
-141
| -0.7% | -$15.5K | 0.23% | 102 |
|
|
2020
Q1 | $2.09M | Sell |
21,077
-3,377
| -14% | -$421K | 0.28% | 89 |
|
|
2019
Q4 | $3.34M | Buy |
24,454
+19,759
| +421% | +$2.6M | 0.36% | 58 |
|
|
2019
Q3 | $602K | Sell |
4,695
-1,626
| -26% | -$207K | 0.08% | 276 |
|
|
2019
Q2 | $804K | Buy |
6,321
+1,797
| +40% | +$225K | 0.1% | 241 |
|
|
2019
Q1 | $559K | Buy |
4,524
+714
| +19% | +$85.8K | 0.08% | 259 |
|
|
2018
Q4 | $423K | Buy |
3,810
+102
| +3% | +$12.2K | 0.08% | 259 |
|
|
2018
Q3 | $470K | Buy |
3,708
+60
| +2% | +$7.54K | 0.07% | 290 |
|
|
2018
Q2 | $443K | Buy |
3,648
+425
| +13% | +$51.7K | 0.1% | 263 |
|
|
2018
Q1 | $387K | Buy |
3,223
+441
| +16% | +$55K | 0.1% | 271 |
|
|
2017
Q4 | $346K | Buy |
+2,782
| New | +$337K | 0.13% | 204 |
|
Other funds holding IWD
Mutual Advisors's IWD Position: Q1 2026 in Review
Mutual Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 1.3% in Q1 2026, selling an estimated $63.3K and leaving 21,836 shares worth $4.67M. The position accounts for 0.1% of the portfolio, ranked #201.
Mutual Advisors first reported a position in IWD in Q4 2017 and has held it in 34 quarters since. The position peaked at $4.85M in Q2 2024. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.
- Mutual Advisors held 21,836 shares of iShares Russell 1000 Value ETF worth $4.67M as of Q1 2026.
- Mutual Advisors sold 289 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $63.3K.
- iShares Russell 1000 Value ETF made up 0.1% of Mutual Advisors's portfolio in Q1 2026, its #201 holding.
- Mutual Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2017 and has held it in 34 quarters since.
- Mutual Advisors's iShares Russell 1000 Value ETF position peaked at $4.85M in Q2 2024.
- 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.
Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.