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

Nations 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 		$1.99M Sell
8,214
-140
-2% -$32.6K 0.1% 224
2026
Q1 		$1.79M Sell
8,354
-27
-0.3% -$5.91K 0.09% 236
2025
Q4 		$1.76M Buy
8,381
+117
+1% +$24.2K 0.09% 228
2025
Q3 		$1.68M Sell
8,264
-8
-0.1% -$1.59K 0.1% 221
2025
Q2 		$1.61M Sell
8,272
-574
-6% -$106K 0.11% 214
2025
Q1 		$1.66M Sell
8,846
-1,175
-12% -$224K 0.13% 191
2024
Q4 		$1.86M Buy
10,021
+322
+3% +$61.8K 0.14% 185
2024
Q3 		$1.84M Buy
9,699
+1,519
+19% +$277K 0.13% 178
2024
Q2 		$1.43M Sell
8,180
-73
-0.9% -$12.8K 0.12% 194
2024
Q1 		$1.48M Sell
8,253
-970
-11% -$164K 0.12% 189
2023
Q4 		$1.52M Sell
9,223
-30
-0.3% -$4.63K 0.14% 169
2023
Q3 		$1.4M Buy
9,253
+1,438
+18% +$228K 0.14% 171
2023
Q2 		$1.23M Sell
7,815
-139
-2% -$21.3K 0.12% 199
2023
Q1 		$1.21M Buy
7,954
+27
+0.3% +$4.17K 0.13% 189
2022
Q4 		$1.2M Buy
7,927
+333
+4% +$49.8K 0.13% 187
2022
Q3 		$1.03M Buy
7,594
+17
+0.2% +$2.56K 0.15% 173
2022
Q2 		$1.1M Buy
7,577
+84
+1% +$13.1K 0.15% 172
2022
Q1 		$1.24M Buy
7,493
+24
+0.3% +$3.94K 0.15% 169
2021
Q4 		$1.25M Buy
7,469
+26
+0.3% +$4.26K 0.17% 147
2021
Q3 		$1.17M Buy
7,443
+29
+0.4% +$4.65K 0.18% 145
2021
Q2 		$1.18M Buy
7,414
+22
+0.3% +$3.48K 0.2% 137
2021
Q1 		$1.12M Buy
7,392
+39
+0.5% +$5.64K 0.26% 110
2020
Q4 		$1M Buy
7,353
+398
+6% +$51.1K 0.26% 109
2020
Q3 		$822K Buy
6,955
+397
+6% +$47.1K 0.26% 113
2020
Q2 		$739K Buy
6,558
+288
+5% +$31.7K 0.26% 117
2020
Q1 		$622K Buy
6,270
+1,033
+20% +$129K 0.27% 121
2019
Q4 		$715K Sell
5,237
-306
-6% -$40.3K 0.25% 131
2019
Q3 		$721K Buy
5,543
+125
+2% +$15.9K 0.26% 123
2019
Q2 		$689K Sell
5,418
-848
-14% -$106K 0.46% 61
2019
Q1 		$774K Sell
6,266
-328
-5% -$39.4K 0.53% 52
2018
Q4 		$732K Buy
6,594
+1,552
+31% +$186K 0.59% 44
2018
Q3 		$638K Buy
5,042
+2,733
+118% +$343K 0.46% 65
2018
Q2 		$280K Sell
2,309
-265
-10% -$32.2K 0.23% 120
2018
Q1 		$309K Buy
2,574
+5
+0.2% +$623 0.28% 100
2017
Q4 		$319K Buy
2,569
+210
+9% +$25.4K 0.29% 104
2017
Q3 		$280K Sell
2,359
-5,910
-71% -$689K 0.27% 113
2017
Q2 		$963K Hold
8,269
– – 0.79% 31
2017
Q1 		$950K Buy
8,269
+98
+1% +$11.2K 0.93% 31
2016
Q4 		$915K Sell
8,171
-2,014
-20% -$218K 0.99% 28
2016
Q3 		$1.08M Buy
10,185
+14
+0.1% +$1.48K 1.07% 22
2016
Q2 		$1.05M Buy
10,171
+2,684
+36% +$271K 1.1% 24
2016
Q1 		$740K Buy
7,487
+2
+0% +$187 0.85% 34
2015
Q4 		$733K Buy
+7,485
New +$743K 0.95% 31

Other funds holding IWD

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

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

Nations Financial Group reduced its iShares Russell 1000 Value ETF (IWD) stake by 1.7% in Q2 2026, selling an estimated $32.6K and leaving 8,214 shares worth $1.99M. The position accounts for 0.1% of the portfolio, ranked #224.

Nations Financial Group first reported a position in IWD in Q4 2015 and has held it in 43 quarters since. 645 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Nations Financial Group held 8,214 shares of iShares Russell 1000 Value ETF worth $1.99M as of Q2 2026.
  • Nations Financial Group sold 140 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $32.6K.
  • iShares Russell 1000 Value ETF made up 0.1% of Nations Financial Group's portfolio in Q2 2026, its #224 holding.
  • Nations Financial Group first reported a position in iShares Russell 1000 Value ETF in Q4 2015 and has held it in 43 quarters since.
  • 645 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.