N.E.W. Advisory Services’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
Q2
$27.2K Hold
112
﹤0.01% 478
2026
Q1
$23.9K Hold
112
﹤0.01% 479
2025
Q4
$23.6K Buy
112
+104
+1,300% +$21.5K ﹤0.01% 469
2025
Q3
$1.63K Hold
8
﹤0.01% 757
2025
Q2
$1.55K Sell
8
-208
-96% -$38.5K ﹤0.01% 760
2025
Q1
$40.6K Buy
+216
New +$41.1K ﹤0.01% 389

Other funds holding IWD

N.E.W. Advisory Services's IWD Position: Q2 2026 in Review

N.E.W. Advisory Services held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 112 shares worth $27.2K. The position accounts for ﹤0.01% of the portfolio, ranked #478.

N.E.W. Advisory Services first reported a position in IWD in Q1 2025 and has held it in 6 quarters since. The position peaked at $40.6K in Q1 2025. 1,967 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • N.E.W. Advisory Services held 112 shares of iShares Russell 1000 Value ETF worth $27.2K as of Q2 2026.
  • N.E.W. Advisory Services left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Value ETF made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #478 holding.
  • N.E.W. Advisory Services first reported a position in iShares Russell 1000 Value ETF in Q1 2025 and has held it in 6 quarters since.
  • N.E.W. Advisory Services's iShares Russell 1000 Value ETF position peaked at $40.6K in Q1 2025.
  • 1,967 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.