Northern Financial Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Northern 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 Q1	–	Sell	-1,134	Closed	-$239K	–	106
2025 Q4	$239K	Hold	1,134	–	–	0.27%	81
2025 Q3	$231K	Hold	1,134	–	–	0.12%	117
2025 Q2	$220K	Hold	1,134	–	–	0.17%	101
2025 Q1	$213K	Hold	1,134	–	–	0.18%	102
2024 Q4	$210K	Hold	1,134	–	–	0.17%	104
2024 Q3	$215K	Buy	+1,134	New	+$207K	0.16%	101
2024 Q2	–	Sell	-1,234	Closed	-$221K	–	111
2024 Q1	$221K	Hold	1,234	–	–	0.17%	113
2023 Q4	$204K	Sell	1,234 -300	-20%	-$46.3K	0.17%	114
2023 Q3	$233K	Hold	1,534	–	–	0.21%	106
2023 Q2	$242K	Hold	1,534	–	–	0.21%	103
2023 Q1	$234K	Hold	1,534	–	–	0.22%	105
2022 Q4	$233K	Buy	+1,534	New	+$230K	0.26%	87

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northern Financial Advisors's IWD Position: Q1 2026 in Review

Northern Financial Advisors sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2026, closing a stake of 1,134 shares — an estimated $239K sold.

Northern Financial Advisors first reported a position in IWD in Q4 2022 and held it in 12 quarters. The position peaked at $242K in Q2 2023. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Northern Financial Advisors reported no remaining iShares Russell 1000 Value ETF position as of Q1 2026 after selling out during the quarter.
Northern Financial Advisors sold 1,134 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $239K.
Northern Financial Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2022 and held it in 12 quarters.
Northern Financial Advisors's iShares Russell 1000 Value ETF position peaked at $242K in Q2 2023.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Northern Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.