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
2023 Q1	–	Sell	-3,664	Closed	-$556K	–	377
2022 Q4	$556K	Sell	3,664 -343	-9%	-$51.3K	0.48%	47
2022 Q3	$544K	Hold	4,007	–	–	0.5%	47
2022 Q2	$580K	Buy	+4,007	New	+$627K	0.5%	46
2022 Q1	–	Sell	-4,007	Closed	-$672K	–	391
2021 Q4	$672K	Buy	+4,007	New	+$657K	0.55%	48

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Paladin Advisory Group's IWD Position: Q1 2026 in Review

Paladin Advisory Group reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.39% in Q1 2026, selling an estimated $21.5K and leaving 24,897 shares worth $5.32M. The position accounts for 4.05% of the portfolio, ranked #4.

Paladin Advisory Group first reported a position in IWD in Q1 2022 and has held it in 14 quarters since. 1,898 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Paladin Advisory Group held 24,897 shares of iShares Russell 1000 Value ETF worth $5.32M as of Q1 2026.
Paladin Advisory Group sold 98 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $21.5K.
iShares Russell 1000 Value ETF made up 4.05% of Paladin Advisory Group's portfolio in Q1 2026, its #4 holding.
Paladin Advisory Group first reported a position in iShares Russell 1000 Value ETF in Q1 2022 and has held it in 14 quarters since.
1,898 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Paladin Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.