Net Worth Advisory Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Net Worth Advisory 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	–	Sell	-1,408	Closed	-$301K	–	441
2026 Q1	$301K	Buy	1,408 +6	+0.4%	+$1.31K	0.06%	305
2025 Q4	$295K	Buy	+1,402	New	+$290K	0.06%	323
2025 Q3	–	Sell	-1,389	Closed	-$270K	–	447
2025 Q2	$270K	Buy	+1,389	New	+$257K	0.06%	334

Other funds holding IWD

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

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 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

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 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

Net Worth Advisory Group's IWD Position: Q2 2026 in Review

Net Worth Advisory Group sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2026, closing a stake of 1,408 shares — an estimated $301K sold.

Net Worth Advisory Group first reported a position in IWD in Q2 2025 and held it in 3 quarters. The position peaked at $301K in Q1 2026. 476 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Net Worth Advisory Group reported no remaining iShares Russell 1000 Value ETF position as of Q2 2026 after selling out during the quarter.
Net Worth Advisory Group sold 1,408 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $301K.
Net Worth Advisory Group first reported a position in iShares Russell 1000 Value ETF in Q2 2025 and held it in 3 quarters.
Net Worth Advisory Group's iShares Russell 1000 Value ETF position peaked at $301K in Q1 2026.
476 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.