One Wealth 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 | $306K | Sell |
1,264
-100
| -7% | -$23.3K | 0.03% | 263 |
|
|
2026
Q1 | $291K | Sell |
1,364
-9,103
| -87% | -$1.99M | 0.04% | 246 |
|
|
2025
Q4 | $2.2M | Buy |
10,467
+4,193
| +67% | +$866K | 0.27% | 66 |
|
|
2025
Q3 | $1.28M | Hold |
6,274
| – | – | 0.16% | 85 |
|
|
2025
Q2 | $1.22M | Hold |
6,274
| – | – | 0.17% | 83 |
|
|
2025
Q1 | $1.18M | Sell |
6,274
-8,010
| -56% | -$1.53M | 0.18% | 85 |
|
|
2024
Q4 | $2.64M | Buy |
14,284
+10,728
| +302% | +$2.06M | 0.39% | 47 |
|
|
2024
Q3 | $675K | Hold |
3,556
| – | – | 0.1% | 103 |
|
|
2024
Q2 | $633K | Hold |
3,556
| – | – | 0.14% | 85 |
|
|
2024
Q1 | $637K | Sell |
3,556
-4,811
| -57% | -$814K | 0.11% | 104 |
|
|
2023
Q4 | $1.38M | Buy |
8,367
+4,811
| +135% | +$743K | 0.27% | 59 |
|
|
2023
Q3 | $540K | Hold |
3,556
| – | – | 0.12% | 93 |
|
|
2023
Q2 | $561K | Hold |
3,556
| – | – | 0.12% | 92 |
|
|
2023
Q1 | $541K | Sell |
3,556
-7,230
| -67% | -$1.12M | 0.13% | 92 |
|
|
2022
Q4 | $1.64M | Buy |
10,786
+7,230
| +203% | +$1.08M | 0.37% | 48 |
|
|
2022
Q3 | $484K | Buy |
3,556
+180
| +5% | +$27K | 0.16% | 79 |
|
|
2022
Q2 | $489K | Hold |
3,376
| – | – | 0.13% | 90 |
|
|
2022
Q1 | $560K | Sell |
3,376
-2,575
| -43% | -$423K | 0.14% | 84 |
|
|
2021
Q4 | $999K | Buy |
5,951
+2,575
| +76% | +$422K | 0.25% | 53 |
|
|
2021
Q3 | $528K | Hold |
3,376
| – | – | 0.15% | 87 |
|
|
2021
Q2 | $536K | Buy |
3,376
+960
| +40% | +$152K | 0.17% | 73 |
|
|
2021
Q1 | $366K | Sell |
2,416
-782
| -24% | -$113K | 0.14% | 85 |
|
|
2020
Q4 | $437K | Buy |
3,198
+649
| +25% | +$83.2K | 0.24% | 51 |
|
|
2020
Q3 | $301K | Hold |
2,549
| – | – | 0.21% | 55 |
|
|
2020
Q2 | $287K | Sell |
2,549
-720
| -22% | -$79.2K | 0.23% | 53 |
|
|
2020
Q1 | $324K | Sell |
3,269
-2,294
| -41% | -$286K | 0.32% | 45 |
|
|
2019
Q4 | $759K | Buy |
5,563
+2,427
| +77% | +$320K | 0.56% | 17 |
|
|
2019
Q3 | $402K | Buy |
+3,136
| New | +$399K | 0.35% | 39 |
|
|
2019
Q2 | – | Sell |
-1,044
| Closed | -$129K | – | 294 |
|
|
2019
Q1 | $129K | Sell |
1,044
-35,047
| -97% | -$4.21M | 0.11% | 156 |
|
|
2018
Q4 | $4.01M | Buy |
36,091
+33,927
| +1,568% | +$4.07M | 3.99% | 7 |
|
|
2018
Q3 | $276K | Sell |
2,164
-500
| -19% | -$62.8K | 0.21% | 94 |
|
|
2018
Q2 | $323K | Buy |
2,664
+1,620
| +155% | +$197K | 0.26% | 71 |
|
|
2018
Q1 | $125K | Buy |
1,044
+391
| +60% | +$48.8K | 0.11% | 151 |
|
|
2017
Q4 | $81K | Buy |
+653
| New | +$79.1K | 0.07% | 227 |
|
Other funds holding IWD
One Wealth Advisors's IWD Position: Q2 2026 in Review
One Wealth Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 7.3% in Q2 2026, selling an estimated $23.3K and leaving 1,264 shares worth $306K. The position accounts for 0.03% of the portfolio, ranked #263.
One Wealth Advisors first reported a position in IWD in Q4 2017 and has held it in 34 quarters since. The position peaked at $4.01M in Q4 2018. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.
- One Wealth Advisors held 1,264 shares of iShares Russell 1000 Value ETF worth $306K as of Q2 2026.
- One Wealth Advisors sold 100 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $23.3K.
- iShares Russell 1000 Value ETF made up 0.03% of One Wealth Advisors's portfolio in Q2 2026, its #263 holding.
- One Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2017 and has held it in 34 quarters since.
- One Wealth Advisors's iShares Russell 1000 Value ETF position peaked at $4.01M in Q4 2018.
- 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.
Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.