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
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: Q1 2026 in Review

Northern Lights Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 1.7% in Q1 2026, selling an estimated $141K and leaving 36,565 shares worth $7.81M. The position accounts for 5.29% of the portfolio, ranked #5.

Northern Lights Advisors first reported a position in IWD in Q4 2025 and has held it in 2 quarters since. The position peaked at $7.83M in Q4 2025. 1,898 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Northern Lights Advisors held 36,565 shares of iShares Russell 1000 Value ETF worth $7.81M as of Q1 2026.
  • Northern Lights Advisors sold 644 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $141K.
  • iShares Russell 1000 Value ETF made up 5.29% of Northern Lights Advisors's portfolio in Q1 2026, its #5 holding.
  • Northern Lights Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2025 and has held it in 2 quarters since.
  • Northern Lights Advisors's iShares Russell 1000 Value ETF position peaked at $7.83M in Q4 2025.
  • 1,898 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Northern Lights Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.