NWF Advisory Services’s iShares Russell 1000 Value ETF IWD Stock Holding History

NWF Advisory Services’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	$384K	Sell	1,797 -312	-15%	-$68.3K	0.04%	245
2025 Q4	$443K	Sell	2,109 -48	-2%	-$9.91K	0.05%	221
2025 Q3	$439K	Sell	2,157 -100	-4%	-$19.9K	0.05%	230
2025 Q2	$438K	Buy	2,257 +461	+26%	+$85.4K	0.05%	229
2025 Q1	$338K	Buy	1,796 +221	+14%	+$42.1K	0.05%	232
2024 Q4	$291K	Sell	1,575 -100	-6%	-$19.2K	0.04%	202
2024 Q3	$318K	Sell	1,675 -15	-0.9%	-$2.73K	0.05%	233
2024 Q2	$295K	Hold	1,690	–	–	0.05%	223
2024 Q1	$303K	Buy	+1,690	New	+$286K	0.05%	226

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

NWF Advisory Services's IWD Position: Q1 2026 in Review

NWF Advisory Services reduced its iShares Russell 1000 Value ETF (IWD) stake by 15% in Q1 2026, selling an estimated $68.3K and leaving 1,797 shares worth $384K. The position accounts for 0.04% of the portfolio, ranked #245.

NWF Advisory Services first reported a position in IWD in Q1 2024 and has held it in 9 quarters since. The position peaked at $443K in Q4 2025. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

NWF Advisory Services held 1,797 shares of iShares Russell 1000 Value ETF worth $384K as of Q1 2026.
NWF Advisory Services sold 312 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $68.3K.
iShares Russell 1000 Value ETF made up 0.04% of NWF Advisory Services's portfolio in Q1 2026, its #245 holding.
NWF Advisory Services first reported a position in iShares Russell 1000 Value ETF in Q1 2024 and has held it in 9 quarters since.
NWF Advisory Services's iShares Russell 1000 Value ETF position peaked at $443K in Q4 2025.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.