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OneDigital Investment Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

OneDigital Investment Advisors’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
Q2 		$8.22M Sell
33,912
-1,778
-5% -$414K 0.07% 223
2026
Q1 		$7.63M Sell
35,690
-2,533
-7% -$555K 0.07% 210
2025
Q4 		$8.04M Buy
38,223
+3,310
+9% +$684K 0.08% 198
2025
Q3 		$7.11M Sell
34,913
-3,144
-8% -$625K 0.07% 206
2025
Q2 		$7.39M Buy
38,057
+2,271
+6% +$421K 0.08% 192
2025
Q1 		$6.73M Sell
35,786
-2,777
-7% -$529K 0.08% 192
2024
Q4 		$7.14M Buy
38,563
+345
+0.9% +$66.2K 0.08% 190
2024
Q3 		$7.25M Buy
38,218
+1,775
+5% +$323K 0.08% 191
2024
Q2 		$6.36M Buy
36,443
+725
+2% +$127K 0.08% 195
2024
Q1 		$6.4M Sell
35,718
-15
-0% -$2.54K 0.1% 171
2023
Q4 		$5.9M Sell
35,733
-10,087
-22% -$1.56M 0.1% 164
2023
Q3 		$6.96M Sell
45,820
-192
-0.4% -$30.5K 0.15% 128
2023
Q2 		$7.26M Sell
46,012
-176
-0.4% -$26.9K 0.16% 116
2023
Q1 		$7.03M Buy
46,188
+4,985
+12% +$770K 0.16% 113
2022
Q4 		$6.25M Buy
41,203
+19,886
+93% +$2.98M 0.18% 110
2022
Q3 		$2.9M Buy
21,317
+510
+2% +$76.6K 0.11% 139
2022
Q2 		$3.02M Buy
20,807
+642
+3% +$100K 0.13% 116
2022
Q1 		$3.35M Sell
20,165
-746
-4% -$123K 0.13% 109
2021
Q4 		$3.51M Buy
20,911
+725
+4% +$119K 0.12% 112
2021
Q3 		$3.16M Sell
20,186
-17
-0.1% -$2.73K 0.13% 108
2021
Q2 		$3.2M Sell
20,203
-1,601
-7% -$253K 0.13% 104
2021
Q1 		$3.3M Buy
21,804
+698
+3% +$101K 0.15% 96
2020
Q4 		$2.94M Sell
21,106
-611
-3% -$78.4K 0.15% 96
2020
Q3 		$2.57M Sell
21,717
-1,274
-6% -$151K 0.18% 97
2020
Q2 		$2.67M Sell
22,991
-1,050
-4% -$115K 0.19% 105
2020
Q1 		$2.45M Buy
24,041
+891
+4% +$111K 0.22% 99
2019
Q4 		$3.16M Buy
23,150
+12
+0.1% +$1.58K 0.25% 94
2019
Q3 		$2.97M Sell
23,138
-1
-0% -$127 0.27% 84
2019
Q2 		$2.94M Sell
23,139
-216
-0.9% -$27K 0.23% 70
2019
Q1 		$2.92M Buy
23,355
+5,164
+28% +$621K 0.43% 54
2018
Q4 		$2.02M Sell
18,191
-207
-1% -$24.8K 0.34% 70
2018
Q3 		$2.33M Sell
18,398
-237
-1% -$29.8K 0.55% 32
2018
Q2 		$2.26M Sell
18,635
-126
-0.7% -$15.3K 0.47% 38
2018
Q1 		$2.25M Sell
18,761
-7,850
-29% -$979K 0.49% 43
2017
Q4 		$2.31M Buy
26,611
+25,442
+2,176% +$3.08M 0.26% 43
2017
Q3 		$138K Sell
1,169
-10,839
-90% -$1.26M 0.05% 181
2017
Q2 		$1.4M Buy
+12,008
New +$1.38M 0.42% 46

Other funds holding IWD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
7WCP
71 West Capital Partners Boston, Massachusetts $2.89B AUM
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

OneDigital Investment Advisors's IWD Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 5% in Q2 2026, selling an estimated $414K and leaving 33,912 shares worth $8.22M. The position accounts for 0.07% of the portfolio, ranked #223.

OneDigital Investment Advisors first reported a position in IWD in Q2 2017 and has held it in 37 quarters since. 1,361 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • OneDigital Investment Advisors held 33,912 shares of iShares Russell 1000 Value ETF worth $8.22M as of Q2 2026.
  • OneDigital Investment Advisors sold 1,778 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $414K.
  • iShares Russell 1000 Value ETF made up 0.07% of OneDigital Investment Advisors's portfolio in Q2 2026, its #223 holding.
  • OneDigital Investment Advisors first reported a position in iShares Russell 1000 Value ETF in Q2 2017 and has held it in 37 quarters since.
  • 1,361 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.