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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$8.41M Sell
34,695
-1,870
-5% -$436K 4.58% 6
2026
Q1
$7.81M Sell
36,565
-644
-2% -$141K 5.29% 5
2025
Q4
$7.83M Buy
+37,209
New +$7.69M 5.37% 5

Other funds holding IWD

Northern Lights Advisors's IWD Position: Q2 2026 in Review

Northern Lights Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 5.1% in Q2 2026, selling an estimated $436K and leaving 34,695 shares worth $8.41M. The position accounts for 4.58% of the portfolio, ranked #6.

Northern Lights Advisors first reported a position in IWD in Q4 2025 and has held it in 3 quarters since. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Northern Lights Advisors held 34,695 shares of iShares Russell 1000 Value ETF worth $8.41M as of Q2 2026.
  • Northern Lights Advisors sold 1,870 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $436K.
  • iShares Russell 1000 Value ETF made up 4.58% of Northern Lights Advisors's portfolio in Q2 2026, its #6 holding.
  • Northern Lights Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Northern Lights Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.