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NewEdge Wealth’s iShares Russell 1000 Value ETF IWD Stock Holding History

NewEdge Wealth’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 		$12.9M Buy
53,283
+23,023
+76% +$5.36M 0.13% 119
2026
Q1 		$6.47M Sell
30,260
-58,036
-66% -$12.7M 0.08% 180
2025
Q4 		$18.6M Buy
88,296
+40,062
+83% +$8.28M 0.21% 94
2025
Q3 		$9.85M Sell
48,234
-536
-1% -$107K 0.14% 119
2025
Q2 		$9.49M Sell
48,770
-922
-2% -$171K 0.15% 124
2025
Q1 		$9.35M Sell
49,692
-37,849
-43% -$7.21M 0.17% 114
2024
Q4 		$16.2M Buy
87,541
+61,931
+242% +$11.9M 0.28% 92
2024
Q3 		$4.86M Buy
25,610
+11,280
+79% +$2.05M 0.09% 197
2024
Q2 		$2.5M Buy
14,330
+3,699
+35% +$647K 0.05% 287
2024
Q1 		$1.83M Sell
10,631
-3,509
-25% -$594K 0.04% 339
2023
Q4 		$2.34M Buy
+14,140
New +$2.18M 0.06% 272
2023
Q2 		– Sell
-2,874
Closed -$438K – 650
2023
Q1 		$438K Sell
2,874
-146,170
-98% -$22.6M 0.02% 433
2022
Q4 		$22.6M Buy
+149,044
New +$22.3M 0.97% 21
2022
Q3 		– Sell
-4,188
Closed -$607K – 566
2022
Q2 		$607K Buy
+4,188
New +$655K 0.03% 359
2022
Q1 		– Sell
-88,263
Closed -$14.8M – 424
2021
Q4 		$14.8M Buy
88,263
+42,219
+92% +$6.92M 0.62% 36
2021
Q3 		$7.21M Buy
46,044
+134
+0.3% +$21.5K 0.43% 63
2021
Q2 		$7.28M Buy
45,910
+267
+0.6% +$42.3K 0.56% 56
2021
Q1 		$6.92M Buy
45,643
+184
+0.4% +$26.6K 0.69% 43
2020
Q4 		$6.22M Buy
+45,459
New +$5.83M 1.91% 14

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

NewEdge Wealth's IWD Position: Q2 2026 in Review

NewEdge Wealth increased its iShares Russell 1000 Value ETF (IWD) stake by 76% in Q2 2026, buying an estimated $5.36M and bringing the position to 53,283 shares worth $12.9M. The position accounts for 0.13% of the portfolio, ranked #119.

NewEdge Wealth first reported a position in IWD in Q4 2020 and has held it in 19 quarters since. The position peaked at $22.6M in Q4 2022. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • NewEdge Wealth held 53,283 shares of iShares Russell 1000 Value ETF worth $12.9M as of Q2 2026.
  • NewEdge Wealth bought 23,023 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $5.36M.
  • iShares Russell 1000 Value ETF made up 0.13% of NewEdge Wealth's portfolio in Q2 2026, its #119 holding.
  • NewEdge Wealth first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and has held it in 19 quarters since.
  • NewEdge Wealth's iShares Russell 1000 Value ETF position peaked at $22.6M in Q4 2022.
  • 1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.