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Nadler Financial Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Nadler Financial Group’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 		$29M Sell
119,675
-369
-0.3% -$86K 2.46% 15
2026
Q1 		$25.6M Sell
120,044
-18,283
-13% -$4M 2.47% 16
2025
Q4 		$29.1M Sell
138,327
-4,896
-3% -$1.01M 2.71% 13
2025
Q3 		$29.2M Sell
143,223
-55,597
-28% -$11.1M 2.78% 13
2025
Q2 		$38.6M Sell
198,820
-9,982
-5% -$1.85M 3.95% 11
2025
Q1 		$39.3M Sell
208,802
-4,273
-2% -$814K 4.35% 9
2024
Q4 		$39.4M Sell
213,075
-4,810
-2% -$923K 4.16% 11
2024
Q3 		$41.4M Sell
217,885
-2,602
-1% -$474K 4.56% 9
2024
Q2 		$38.5M Buy
220,487
+2,488
+1% +$435K 4.52% 9
2024
Q1 		$39M Sell
217,999
-792
-0.4% -$134K 4.81% 9
2023
Q4 		$36.2M Sell
218,791
-4,658
-2% -$719K 4.87% 9
2023
Q3 		$33.9M Sell
223,449
-5,790
-3% -$918K 5.14% 9
2023
Q2 		$36.2M Sell
229,239
-5,608
-2% -$857K 5.29% 8
2023
Q1 		$35.8M Sell
234,847
-8,148
-3% -$1.26M 5.69% 5
2022
Q4 		$36.9M Buy
242,995
+1,436
+0.6% +$215K 6.43% 4
2022
Q3 		$32.9M Buy
241,559
+585
+0.2% +$87.9K 6.25% 4
2022
Q2 		$34.9M Sell
240,974
-1,952
-0.8% -$305K 6.43% 4
2022
Q1 		$40.3M Buy
242,926
+507
+0.2% +$83.3K 6.32% 4
2021
Q4 		$40.7M Sell
242,419
-2,241
-0.9% -$367K 6.01% 5
2021
Q3 		$38.3M Sell
244,660
-4,631
-2% -$742K 6.25% 5
2021
Q2 		$39.5M Buy
249,291
+1,814
+0.7% +$287K 6.47% 5
2021
Q1 		$37.5M Sell
247,477
-2,567
-1% -$371K 6.7% 4
2020
Q4 		$34.2M Buy
250,044
+4,818
+2% +$618K 6.53% 5
2020
Q3 		$29M Buy
245,226
+2,039
+0.8% +$242K 6.42% 5
2020
Q2 		$27.4M Buy
243,187
+566
+0.2% +$62.3K 6.85% 5
2020
Q1 		$24.1M Sell
242,621
-4,735
-2% -$590K 7.4% 4
2019
Q4 		$33.8M Buy
247,356
+1,026
+0.4% +$135K 8.34% 4
2019
Q3 		$31.6M Buy
246,330
+3,834
+2% +$487K 8.8% 4
2019
Q2 		$30.9M Sell
242,496
-1,499
-0.6% -$188K 8.92% 4
2019
Q1 		$30.1M Sell
243,995
-22,050
-8% -$2.65M 9.6% 2
2018
Q4 		$29.5M Sell
266,045
-7,691
-3% -$922K 9.69% 1
2018
Q3 		$34.7M Sell
273,736
-4,285
-2% -$538K 9.38% 1
2018
Q2 		$33.7M Buy
278,021
+6,050
+2% +$736K 9.55% 1
2018
Q1 		$32.6M Sell
271,971
-7,642
-3% -$953K 10.05% 2
2017
Q4 		$34.8M Sell
279,613
-816
-0.3% -$98.9K 10.61% 2
2017
Q3 		$33.2M Sell
280,429
-2,565
-0.9% -$299K 10.95% 2
2017
Q2 		$32.9M Sell
282,994
-4,765
-2% -$548K 11.22% 2
2017
Q1 		$33.1M Sell
287,759
-4,361
-1% -$500K 11.54% 2
2016
Q4 		$32.7M Buy
292,120
+833
+0.3% +$90K 12.13% 2
2016
Q3 		$30.8M Buy
291,287
+1,371
+0.5% +$145K 12.12% 2
2016
Q2 		$29.9M Buy
289,916
+675
+0.2% +$68.2K 12.63% 2
2016
Q1 		$28.6M Buy
289,241
+5,294
+2% +$496K 12.5% 2
2015
Q4 		$27.8M Buy
283,947
+3,460
+1% +$343K 12.54% 2
2015
Q3 		$26.2M Buy
280,487
+1,802
+0.6% +$179K 13.08% 2
2015
Q2 		$28.7M Sell
278,685
-15,127
-5% -$1.59M 13.58% 2
2015
Q1 		$30.3M Buy
293,812
+11,175
+4% +$1.16M 14.56% 1
2014
Q4 		$29.5M Buy
282,637
+15,365
+6% +$1.57M 15.28% 1
2014
Q3 		$26.8M Buy
267,272
+14,311
+6% +$1.45M 16.02% 1
2014
Q2 		$25.6M Buy
252,961
+10,471
+4% +$1.03M 16.11% 1
2014
Q1 		$23.4M Buy
242,490
+11,061
+5% +$1.04M 15.59% 1
2013
Q4 		$21.8M Buy
231,429
+80,242
+53% +$7.28M 14.11% 2
2013
Q3 		$13M Buy
151,187
+9,603
+7% +$833K 9.47% 4
2013
Q2 		$11.9M Buy
+141,584
New +$11.8M 8.36% 4

Other funds holding IWD

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Nadler Financial Group's IWD Position: Q2 2026 in Review

Nadler Financial Group reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.31% in Q2 2026, selling an estimated $86K and leaving 119,675 shares worth $29M. The position accounts for 2.46% of the portfolio, ranked #15.

Nadler Financial Group first reported a position in IWD in Q2 2013 and has held it in 53 quarters since. The position peaked at $41.4M in Q3 2024. 1,000 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Nadler Financial Group held 119,675 shares of iShares Russell 1000 Value ETF worth $29M as of Q2 2026.
  • Nadler Financial Group sold 369 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $86K.
  • iShares Russell 1000 Value ETF made up 2.46% of Nadler Financial Group's portfolio in Q2 2026, its #15 holding.
  • Nadler Financial Group first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 53 quarters since.
  • Nadler Financial Group's iShares Russell 1000 Value ETF position peaked at $41.4M in Q3 2024.
  • 1,000 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Nadler Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.