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

Nestegg 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	$19.4M	Buy	80,035 +746	+0.9%	+$174K	13.72%	2
2026 Q1	$16.9M	Buy	79,289 +2,745	+4%	+$601K	14.88%	2
2025 Q4	$16.1M	Sell	76,544 -83	-0.1%	-$17.1K	13.75%	2
2025 Q3	$15.6M	Buy	76,627 +100	+0.1%	+$19.9K	13.85%	2
2025 Q2	$14.9M	Buy	76,527 +458	+0.6%	+$84.8K	14.31%	2
2025 Q1	$14.3M	Sell	76,069 -792	-1%	-$151K	15.21%	2
2024 Q4	$14.9M	Buy	+76,861	New	+$14.7M	15.12%	2

Other funds holding IWD

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

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

BWCS

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

SAS

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Nestegg Advisors's IWD Position: Q2 2026 in Review

Nestegg Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 0.94% in Q2 2026, buying an estimated $174K and bringing the position to 80,035 shares worth $19.4M. The position accounts for 13.72% of the portfolio, ranked #2.

Nestegg Advisors first reported a position in IWD in Q4 2024 and has held it in 7 quarters since. 390 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Nestegg Advisors held 80,035 shares of iShares Russell 1000 Value ETF worth $19.4M as of Q2 2026.
Nestegg Advisors bought 746 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $174K.
iShares Russell 1000 Value ETF made up 13.72% of Nestegg Advisors's portfolio in Q2 2026, its #2 holding.
Nestegg Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 7 quarters since.
390 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Nestegg Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.