Paladin Advisory Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Paladin Advisory Group’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	$6.02M	Sell	24,818 -79	-0.3%	-$18.4K	4%	3
2026 Q1	$5.32M	Sell	24,897 -98	-0.4%	-$21.5K	4.05%	4
2025 Q4	$5.26M	Sell	24,995 -63	-0.3%	-$13K	3.84%	4
2025 Q3	$5.1M	Buy	25,058 +16,696	+200%	+$3.32M	3.98%	4
2025 Q2	$1.62M	Buy	8,362 +1,915	+30%	+$355K	1.24%	28
2025 Q1	$1.21M	Buy	6,447 +53	+0.8%	+$10.1K	0.97%	34
2024 Q4	$1.18M	Sell	6,394 -108	-2%	-$20.7K	0.91%	35
2024 Q3	$1.23M	Buy	6,502 +2,760	+74%	+$503K	0.91%	35
2024 Q2	$649K	Buy	3,742 +78	+2%	+$13.6K	0.51%	40
2024 Q1	$653K	Hold	3,664	–	–	0.52%	39
2023 Q4	$605K	Hold	3,664	–	–	0.5%	41
2023 Q3	$556K	Hold	3,664	–	–	0.47%	45
2023 Q2	$578K	Hold	3,664	–	–	0.46%	45
2023 Q1	$558K	Buy	+3,664	New	+$566K	0.46%	45
2022 Q2	–	Sell	-4,007	Closed	-$627K	–	392
2022 Q1	$667K	Buy	+4,007	New	+$658K	0.54%	46

Other funds holding IWD

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Paladin Advisory Group's IWD Position: Q2 2026 in Review

Paladin Advisory Group reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.32% in Q2 2026, selling an estimated $18.4K and leaving 24,818 shares worth $6.02M. The position accounts for 4% of the portfolio, ranked #3.

Paladin Advisory Group first reported a position in IWD in Q1 2022 and has held it in 15 quarters since. 935 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Paladin Advisory Group held 24,818 shares of iShares Russell 1000 Value ETF worth $6.02M as of Q2 2026.
Paladin Advisory Group sold 79 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $18.4K.
iShares Russell 1000 Value ETF made up 4% of Paladin Advisory Group's portfolio in Q2 2026, its #3 holding.
Paladin Advisory Group first reported a position in iShares Russell 1000 Value ETF in Q1 2022 and has held it in 15 quarters since.
935 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.