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

Operose 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 		$605K Sell
2,495
-66
-3% -$15.4K 0.12% 89
2026
Q1 		$547K Sell
2,561
-1
-0% -$219 0.13% 82
2025
Q4 		$539K Hold
2,562
– – 0.13% 83
2025
Q3 		$522K Sell
2,562
-13
-0.5% -$2.59K 0.13% 80
2025
Q2 		$500K Buy
2,575
+286
+12% +$53K 0.14% 76
2025
Q1 		$431K Buy
2,289
+165
+8% +$31.4K 0.14% 82
2024
Q4 		$393K Sell
2,124
-6
-0.3% -$1.15K 0.13% 87
2024
Q3 		$404K Buy
2,130
+301
+16% +$54.8K 0.13% 96
2024
Q2 		$319K Sell
1,829
-912
-33% -$159K 0.11% 106
2024
Q1 		$491K Sell
2,741
-563
-17% -$95.3K 0.17% 86
2023
Q4 		$546K Buy
3,304
+313
+10% +$48.3K 0.22% 51
2023
Q3 		$454K Hold
2,991
– – 0.18% 55
2023
Q2 		$472K Buy
2,991
+350
+13% +$53.5K 0.21% 45
2023
Q1 		$402K Buy
2,641
+253
+11% +$39.1K 0.2% 37
2022
Q4 		$362K Buy
2,388
+1,965
+465% +$294K 0.19% 39
2022
Q3 		$58K Hold
423
– – 0.04% 141
2022
Q2 		$61K Buy
423
+161
+61% +$25.2K 0.04% 130
2022
Q1 		$44K Sell
262
-130
-33% -$21.4K 0.03% 160
2021
Q4 		$66K Buy
+392
New +$64.2K 0.05% 120

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Operose Advisors's IWD Position: Q2 2026 in Review

Operose Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 2.6% in Q2 2026, selling an estimated $15.4K and leaving 2,495 shares worth $605K. The position accounts for 0.12% of the portfolio, ranked #89.

Operose Advisors first reported a position in IWD in Q4 2021 and has held it in 19 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Operose Advisors held 2,495 shares of iShares Russell 1000 Value ETF worth $605K as of Q2 2026.
  • Operose Advisors sold 66 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $15.4K.
  • iShares Russell 1000 Value ETF made up 0.12% of Operose Advisors's portfolio in Q2 2026, its #89 holding.
  • Operose Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.