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New England Private Wealth Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

New England Private Wealth 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 		$6.09M Buy
24,547
+48
+0.2% +$11.2K 0.59% 51
2026
Q1 		$5.23M Buy
24,499
+48
+0.2% +$10.5K 0.6% 48
2025
Q4 		$5.14M Buy
24,451
+100
+0.4% +$20.7K 0.64% 44
2025
Q3 		$4.96M Buy
24,351
+91
+0.4% +$18.1K 0.65% 42
2025
Q2 		$4.78M Buy
24,260
+1,682
+7% +$312K 0.7% 39
2025
Q1 		$4.25M Buy
22,578
+81
+0.4% +$15.4K 0.66% 42
2024
Q4 		$4.16M Sell
22,497
-534
-2% -$102K 0.66% 41
2024
Q3 		$4.37M Buy
23,031
+302
+1% +$55K 0.71% 37
2024
Q2 		$3.97M Buy
22,729
+78
+0.3% +$13.6K 0.69% 39
2024
Q1 		$4.05M Buy
22,651
+90
+0.4% +$15.2K 0.71% 36
2023
Q4 		$3.73M Buy
22,561
+239
+1% +$36.9K 0.69% 37
2023
Q3 		$3.39M Buy
22,322
+4
+0% +$634 0.71% 34
2023
Q2 		$3.52M Buy
22,318
+75
+0.3% +$11.5K 0.71% 35
2023
Q1 		$3.39M Buy
22,243
+144
+0.7% +$22.2K 0.69% 35
2022
Q4 		$3.35M Buy
22,099
+257
+1% +$38.5K 0.71% 33
2022
Q3 		$2.97M Sell
21,842
-216
-1% -$32.5K 0.7% 31
2022
Q2 		$3.66M Sell
22,058
-2
-0% -$313 0.67% 31
2022
Q1 		$3.66M Buy
22,060
+80
+0.4% +$13.1K 0.67% 31
2021
Q4 		$3.69M Buy
21,980
+764
+4% +$125K 0.64% 34
2021
Q3 		$3.32M Buy
21,216
+9
+0% +$1.44K 0.62% 33
2021
Q2 		$3.36M Buy
21,207
+1,621
+8% +$257K 0.64% 32
2021
Q1 		$2.97M Buy
19,586
+1,279
+7% +$185K 0.51% 40
2020
Q4 		$2.5M Buy
18,307
+4,556
+33% +$584K 0.55% 37
2020
Q3 		$1.63M Buy
13,751
+67
+0.5% +$7.95K 0.41% 42
2020
Q2 		$1.54M Sell
13,684
-388
-3% -$42.7K 0.42% 40
2020
Q1 		$1.4M Buy
14,072
+274
+2% +$34.1K 0.48% 39
2019
Q4 		$1.88M Buy
13,798
+937
+7% +$124K 0.49% 38
2019
Q3 		$1.65M Buy
12,861
+615
+5% +$78.2K 0.4% 42
2019
Q2 		$1.56M Buy
12,246
+51
+0.4% +$6.38K 0.38% 46
2019
Q1 		$1.51M Sell
12,195
-117
-1% -$14.1K 0.39% 45
2018
Q4 		$1.37M Sell
12,312
-753
-6% -$90.2K 0.4% 45
2018
Q3 		$1.65M Buy
13,065
+57
+0.4% +$7.16K 0.44% 43
2018
Q2 		$1.58M Buy
13,008
+10
+0.1% +$1.22K 0.45% 44
2018
Q1 		$1.56M Sell
12,998
-528
-4% -$65.8K 0.44% 45
2017
Q4 		$1.68M Buy
13,526
+675
+5% +$81.8K 0.47% 42
2017
Q3 		$1.52M Buy
12,851
+68
+0.5% +$7.92K 0.45% 43
2017
Q2 		$1.49M Hold
12,783
– – 0.46% 43
2017
Q1 		$1.47M Buy
12,783
+51
+0.4% +$5.85K 0.47% 43
2016
Q4 		$1.43M Buy
12,732
+77
+0.6% +$8.32K 0.5% 42
2016
Q3 		$1.33M Buy
12,655
+62
+0.5% +$6.54K 0.48% 44
2016
Q2 		$1.3M Hold
12,593
– – 0.5% 43
2016
Q1 		$1.25M Sell
12,593
-1,199
-9% -$112K 0.51% 43
2015
Q4 		$1.35M Sell
13,792
-366
-3% -$36.3K 0.54% 41
2015
Q3 		$1.32M Buy
14,158
+442
+3% +$43.9K 0.56% 40
2015
Q2 		$1.42M Sell
13,716
-8,893
-39% -$933K 0.54% 38
2015
Q1 		$2.33M Buy
22,609
+2,224
+11% +$230K 0.91% 25
2014
Q4 		$2.13M Sell
20,385
-1,662
-8% -$169K 0.84% 29
2014
Q3 		$2.21M Buy
22,047
+183
+0.8% +$18.5K 0.89% 27
2014
Q2 		$2.21M Sell
21,864
-111
-0.5% -$10.9K 0.91% 27
2014
Q1 		$2.12M Buy
21,975
+247
+1% +$23.1K 0.89% 28
2013
Q4 		$2.05M Buy
21,728
+175
+0.8% +$15.9K 0.93% 29
2013
Q3 		$1.86M Buy
21,553
+15,666
+266% +$1.36M 0.97% 27
2013
Q2 		$494K Buy
+5,887
New +$490K 0.31% 43

Other funds holding IWD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

New England Private Wealth Advisors's IWD Position: Q2 2026 in Review

New England Private Wealth Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 0.2% in Q2 2026, buying an estimated $11.2K and bringing the position to 24,547 shares worth $6.09M. The position accounts for 0.59% of the portfolio, ranked #51.

New England Private Wealth Advisors first reported a position in IWD in Q2 2013 and has held it in 53 quarters since. 1,269 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • New England Private Wealth Advisors held 24,547 shares of iShares Russell 1000 Value ETF worth $6.09M as of Q2 2026.
  • New England Private Wealth Advisors bought 48 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $11.2K.
  • iShares Russell 1000 Value ETF made up 0.59% of New England Private Wealth Advisors's portfolio in Q2 2026, its #51 holding.
  • New England Private Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 53 quarters since.
  • 1,269 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on New England Private Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.