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New England Capital Financial Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

New England Capital Financial 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 		$39.4K Buy
163
+1
+0.6% +$233 0.01% 152
2026
Q1 		$34.6K Hold
162
– – 0.01% 151
2025
Q4 		$34.1K Hold
162
– – 0.01% 156
2025
Q3 		$33K Sell
162
-70
-30% -$13.9K 0.01% 154
2025
Q2 		$45.1K Hold
232
– – 0.02% 124
2025
Q1 		$43.7K Hold
232
– – 0.02% 120
2024
Q4 		$43K Hold
232
– – 0.02% 122
2024
Q3 		$44K Hold
232
– – 0.02% 119
2024
Q2 		$40.5K Buy
+232
New +$40.6K 0.02% 125

Other funds holding IWD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
7WCP
71 West Capital Partners Boston, Massachusetts $2.89B AUM
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

New England Capital Financial Advisors's IWD Position: Q2 2026 in Review

New England Capital Financial Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 0.62% in Q2 2026, buying an estimated $233 and bringing the position to 163 shares worth $39.4K. The position accounts for 0.01% of the portfolio, ranked #152.

New England Capital Financial Advisors first reported a position in IWD in Q2 2024 and has held it in 9 quarters since. The position peaked at $45.1K in Q2 2025. 1,574 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • New England Capital Financial Advisors held 163 shares of iShares Russell 1000 Value ETF worth $39.4K as of Q2 2026.
  • New England Capital Financial Advisors bought 1 iShares Russell 1000 Value ETF share in Q2 2026, an estimated $233.
  • iShares Russell 1000 Value ETF made up 0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #152 holding.
  • New England Capital Financial Advisors first reported a position in iShares Russell 1000 Value ETF in Q2 2024 and has held it in 9 quarters since.
  • New England Capital Financial Advisors's iShares Russell 1000 Value ETF position peaked at $45.1K in Q2 2025.
  • 1,574 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.