PA
IWD icon

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

Parallel 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
Q1 		$8.48M Buy
39,668
+1,338
+3% +$293K 0.15% 103
2025
Q4 		$8.06M Sell
38,330
-124
-0.3% -$25.6K 0.15% 102
2025
Q3 		$7.83M Sell
38,454
-1,076
-3% -$214K 0.14% 108
2025
Q2 		$7.68M Buy
39,530
+442
+1% +$81.9K 0.15% 106
2025
Q1 		$7.34M Buy
39,088
+612
+2% +$117K 0.17% 99
2024
Q4 		$7.12M Buy
38,476
+580
+2% +$111K 0.16% 105
2024
Q3 		$7.19M Sell
37,896
-741
-2% -$135K 0.17% 104
2024
Q2 		$6.74M Sell
38,637
-197
-0.5% -$34.4K 0.17% 104
2024
Q1 		$6.96M Sell
38,834
-448
-1% -$75.8K 0.19% 99
2023
Q4 		$6.49M Sell
39,282
-503
-1% -$77.7K 0.19% 94
2023
Q3 		$6.04M Buy
39,785
+978
+3% +$155K 0.2% 96
2023
Q2 		$6.13M Buy
38,807
+74
+0.2% +$11.3K 0.2% 98
2023
Q1 		$5.9M Sell
38,733
-5,745
-13% -$887K 0.2% 100
2022
Q4 		$6.75M Buy
44,478
+10,109
+29% +$1.51M 0.29% 53
2022
Q3 		$4.67M Sell
34,369
-3,583
-9% -$538K 0.22% 74
2022
Q2 		$5.5M Sell
37,952
-125
-0.3% -$19.6K 0.25% 63
2022
Q1 		$6.41M Sell
38,077
-3,160
-8% -$519K 0.25% 65
2021
Q4 		$6.92M Buy
41,237
+513
+1% +$84K 0.26% 64
2021
Q3 		$6.37M Sell
40,724
-6,163
-13% -$988K 0.26% 69
2021
Q2 		$7.44M Buy
46,887
+831
+2% +$132K 0.32% 60
2021
Q1 		$6.98M Buy
46,056
+1,234
+3% +$179K 0.33% 56
2020
Q4 		$6.13M Sell
44,822
-6,312
-12% -$810K 0.33% 51
2020
Q3 		$6.04M Sell
51,134
-854
-2% -$101K 0.37% 49
2020
Q2 		$5.85M Sell
51,988
-1,165
-2% -$128K 0.38% 45
2020
Q1 		$5.27M Sell
53,153
-13,506
-20% -$1.68M 0.43% 40
2019
Q4 		$9.1M Buy
66,659
+10,666
+19% +$1.41M 0.68% 30
2019
Q3 		$7.18M Buy
55,993
+27,475
+96% +$3.49M 0.62% 31
2019
Q2 		$3.63M Buy
28,518
+959
+3% +$120K 0.35% 53
2019
Q1 		$3.4M Sell
27,559
-95
-0.3% -$11.4K 0.38% 48
2018
Q4 		$3.07M Buy
27,654
+5,053
+22% +$606K 0.43% 42
2018
Q3 		$2.86M Sell
22,601
-1,370
-6% -$172K 0.36% 48
2018
Q2 		$2.91M Sell
23,971
-1,687
-7% -$205K 0.42% 40
2018
Q1 		$3.08M Sell
25,658
-162
-0.6% -$20.2K 0.48% 37
2017
Q4 		$3.21M Sell
25,820
-531
-2% -$64.3K 0.53% 36
2017
Q3 		$3.15M Sell
26,351
-470
-2% -$54.8K 0.54% 35
2017
Q2 		$3.14M Sell
26,821
-1,412
-5% -$163K 0.59% 30
2017
Q1 		$3.24M Sell
28,233
-2,152
-7% -$247K 0.64% 25
2016
Q4 		$3.4M Buy
+30,385
New +$3.28M 0.8% 22

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Parallel Advisors's IWD Position: Q1 2026 in Review

Parallel Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 3.5% in Q1 2026, buying an estimated $293K and bringing the position to 39,668 shares worth $8.48M. The position accounts for 0.15% of the portfolio, ranked #103.

Parallel Advisors first reported a position in IWD in Q4 2016 and has held it in 38 quarters since. The position peaked at $9.1M in Q4 2019. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Parallel Advisors held 39,668 shares of iShares Russell 1000 Value ETF worth $8.48M as of Q1 2026.
  • Parallel Advisors bought 1,338 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $293K.
  • iShares Russell 1000 Value ETF made up 0.15% of Parallel Advisors's portfolio in Q1 2026, its #103 holding.
  • Parallel Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2016 and has held it in 38 quarters since.
  • Parallel Advisors's iShares Russell 1000 Value ETF position peaked at $9.1M in Q4 2019.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.