NWF Advisory Services’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
$435K Hold
1,797
0.04% 245
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

NWF Advisory Services's IWD Position: Q2 2026 in Review

NWF Advisory Services held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 1,797 shares worth $435K. 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 10 quarters since. The position peaked at $443K in Q4 2025. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • NWF Advisory Services held 1,797 shares of iShares Russell 1000 Value ETF worth $435K as of Q2 2026.
  • NWF Advisory Services left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Value ETF made up 0.04% of NWF Advisory Services's portfolio in Q2 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 10 quarters since.
  • NWF Advisory Services's iShares Russell 1000 Value ETF position peaked at $443K in Q4 2025.
  • 1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.