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NFP Retirement Inc’s iShares Russell 1000 Value ETF IWD Stock Holding History

NFP Retirement Inc’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 		$659K Sell
2,719
-12
-0.4% -$2.79K 0.04% 177
2026
Q1 		$583K Sell
2,731
-18
-0.7% -$3.94K 0.04% 182
2025
Q4 		$578K Buy
2,749
+63
+2% +$13K 0.04% 178
2025
Q3 		$547K Sell
2,686
-50
-2% -$9.95K 0.03% 187
2025
Q2 		$531K Buy
2,736
+422
+18% +$78.2K 0.04% 194
2025
Q1 		$435K Buy
2,314
+11
+0.5% +$2.1K 0.03% 193
2024
Q4 		$426K Hold
2,303
– – 0.03% 200
2024
Q3 		$437K Buy
2,303
+364
+19% +$66.3K 0.04% 198
2024
Q2 		$338K Hold
1,939
– – 0.03% 215
2024
Q1 		$347K Sell
1,939
-257
-12% -$43.5K 0.03% 217
2023
Q4 		$363K Buy
2,196
+242
+12% +$37.4K 0.06% 172
2023
Q3 		$297K Sell
1,954
-337
-15% -$53.5K 0.06% 184
2023
Q2 		$362K Sell
2,291
-298
-12% -$45.6K 0.07% 168
2023
Q1 		$394K Buy
2,589
+3
+0.1% +$463 0.08% 172
2022
Q4 		$392K Buy
2,586
+23
+0.9% +$3.44K 0.09% 167
2022
Q3 		$349K Hold
2,563
– – 0.09% 164
2022
Q2 		$372K Buy
2,563
+623
+32% +$97.5K 0.09% 162
2022
Q1 		$322K Buy
+1,940
New +$319K 0.08% 174

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

NFP Retirement Inc's IWD Position: Q2 2026 in Review

NFP Retirement Inc reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.44% in Q2 2026, selling an estimated $2.79K and leaving 2,719 shares worth $659K. The position accounts for 0.04% of the portfolio, ranked #177.

NFP Retirement Inc first reported a position in IWD in Q1 2022 and has held it in 18 quarters since. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • NFP Retirement Inc held 2,719 shares of iShares Russell 1000 Value ETF worth $659K as of Q2 2026.
  • NFP Retirement Inc sold 12 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $2.79K.
  • iShares Russell 1000 Value ETF made up 0.04% of NFP Retirement Inc's portfolio in Q2 2026, its #177 holding.
  • NFP Retirement Inc first reported a position in iShares Russell 1000 Value ETF in Q1 2022 and has held it in 18 quarters since.
  • 1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.