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Patriot Financial Group Insurance Agency’s iShares Russell 1000 Value ETF IWD Stock Holding History

Patriot Financial Group Insurance Agency’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 		– Sell
-1,412
Closed -$302K – 602
2026
Q1 		$302K Buy
+1,412
New +$309K 0.02% 565
2023
Q4 		– Sell
-6,205
Closed -$942K – 484
2023
Q3 		$942K Hold
6,205
– – 0.19% 136
2023
Q2 		$979K Sell
6,205
-149
-2% -$22.8K 0.18% 133
2023
Q1 		$968K Buy
6,354
+60
+1% +$9.27K 0.2% 121
2022
Q4 		$954K Buy
6,294
+36
+0.6% +$5.39K 0.13% 114
2022
Q3 		$851K Sell
6,258
-59
-0.9% -$8.87K 0.21% 124
2022
Q2 		$916K Buy
6,317
+24
+0.4% +$3.75K 0.19% 119
2022
Q1 		$1.04M Buy
6,293
+1,595
+34% +$262K 0.19% 124
2021
Q4 		$789K Sell
4,698
-137
-3% -$22.4K 0.13% 166
2021
Q3 		$757K Sell
4,835
-246
-5% -$39.4K 0.13% 170
2021
Q2 		$806K Buy
5,081
+275
+6% +$43.5K 0.15% 155
2021
Q1 		$728K Sell
4,806
-451
-9% -$65.3K 0.17% 143
2020
Q4 		$719K Buy
5,257
+578
+12% +$74.1K 0.18% 123
2020
Q3 		$553K Buy
4,679
+25
+0.5% +$2.96K 0.18% 119
2020
Q2 		$524K Buy
4,654
+780
+20% +$85.8K 0.2% 113
2020
Q1 		$384K Buy
3,874
+370
+11% +$46.1K 0.18% 123
2019
Q4 		$478K Hold
3,504
– – 0.18% 118
2019
Q3 		$449K Buy
3,504
+87
+3% +$11.1K 0.2% 101
2019
Q2 		$438K Buy
3,417
+177
+5% +$22.2K 0.19% 96
2019
Q1 		$400K Buy
3,240
+138
+4% +$16.6K 0.21% 83
2018
Q4 		$344K Sell
3,102
-75
-2% -$8.99K 0.23% 75
2018
Q3 		$402K Sell
3,177
-2,640
-45% -$332K 0.24% 62
2018
Q2 		$706K Sell
5,817
-1,263
-18% -$154K 0.76% 23
2018
Q1 		$831K Sell
7,080
-4,270
-38% -$532K 0.61% 31
2017
Q4 		$1.44M Buy
11,350
+11,204
+7,674% +$1.36M 1.07% 15
2017
Q3 		$17K Buy
146
+35
+32% +$4.08K 0.02% 449
2017
Q2 		$13K Buy
111
+36
+48% +$4.14K 0.01% 474
2017
Q1 		$9K Sell
75
-11
-13% -$1.26K 0.01% 504
2016
Q4 		$10K Buy
+86
New +$9.3K 0.01% 462

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

Patriot Financial Group Insurance Agency's IWD Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2026, closing a stake of 1,412 shares — an estimated $302K sold.

Patriot Financial Group Insurance Agency first reported a position in IWD in Q4 2016 and held it in 29 quarters. The position peaked at $1.44M in Q4 2017. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Patriot Financial Group Insurance Agency reported no remaining iShares Russell 1000 Value ETF position as of Q2 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 1,412 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $302K.
  • Patriot Financial Group Insurance Agency first reported a position in iShares Russell 1000 Value ETF in Q4 2016 and held it in 29 quarters.
  • Patriot Financial Group Insurance Agency's iShares Russell 1000 Value ETF position peaked at $1.44M in Q4 2017.
  • 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.