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 Q2	$2.66M	Buy	10,985 +805	+8%	+$188K	0.11%	236
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

New Age Alpha Advisors's IWD Position: Q2 2026 in Review

New Age Alpha Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 7.9% in Q2 2026, buying an estimated $188K and bringing the position to 10,985 shares worth $2.66M. The position accounts for 0.11% of the portfolio, ranked #236.

New Age Alpha Advisors first reported a position in IWD in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.19M in Q4 2025. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

New Age Alpha Advisors held 10,985 shares of iShares Russell 1000 Value ETF worth $2.66M as of Q2 2026.
New Age Alpha Advisors bought 805 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $188K.
iShares Russell 1000 Value ETF made up 0.11% of New Age Alpha Advisors's portfolio in Q2 2026, its #236 holding.
New Age Alpha Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 7 quarters since.
New Age Alpha Advisors's iShares Russell 1000 Value ETF position peaked at $3.19M in Q4 2025.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.