New Age Alpha Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

New Age Alpha 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 Q1	$2.18M	Sell	10,180 -4,998	-33%	-$1.09M	0.1%	292
2025 Q4	$3.19M	Buy	15,178 +5,084	+50%	+$1.05M	0.14%	212
2025 Q3	$2.06M	Sell	10,094 -5,010	-33%	-$997K	0.09%	301
2025 Q2	$2.93M	Buy	15,104 +1,331	+10%	+$247K	0.13%	236
2025 Q1	$2.59M	Buy	13,773 +5,713	+71%	+$1.09M	0.12%	260
2024 Q4	$1.49M	Buy	+8,060	New	+$1.55M	0.06%	374

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

New Age Alpha Advisors's IWD Position: Q1 2026 in Review

New Age Alpha Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 33% in Q1 2026, selling an estimated $1.09M and leaving 10,180 shares worth $2.18M. The position accounts for 0.1% of the portfolio, ranked #292.

New Age Alpha Advisors first reported a position in IWD in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.19M in Q4 2025. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

New Age Alpha Advisors held 10,180 shares of iShares Russell 1000 Value ETF worth $2.18M as of Q1 2026.
New Age Alpha Advisors sold 4,998 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $1.09M.
iShares Russell 1000 Value ETF made up 0.1% of New Age Alpha Advisors's portfolio in Q1 2026, its #292 holding.
New Age Alpha Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 6 quarters since.
New Age Alpha Advisors's iShares Russell 1000 Value ETF position peaked at $3.19M in Q4 2025.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on New Age Alpha Advisors's 13F filing for Q1 2026, filed 11 May 2026.