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

Petredis Investment 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	$550K	Hold	2,268	–	–	0.04%	103
2026 Q1	$485K	Hold	2,268	–	–	0.04%	100
2025 Q4	$477K	Hold	2,268	–	–	0.04%	97
2025 Q3	$462K	Hold	2,268	–	–	0.04%	101
2025 Q2	$441K	Hold	2,268	–	–	0.04%	100
2025 Q1	$427K	Hold	2,268	–	–	0.04%	98
2024 Q4	$420K	Hold	2,268	–	–	0.04%	92
2024 Q3	$430K	Hold	2,268	–	–	0.05%	96
2024 Q2	$396K	Hold	2,268	–	–	0.04%	97
2024 Q1	$406K	Hold	2,268	–	–	0.05%	96
2023 Q4	$375K	Hold	2,268	–	–	0.05%	95
2023 Q3	$344K	Hold	2,268	–	–	0.05%	92
2023 Q2	$358K	Hold	2,268	–	–	0.05%	92
2023 Q1	$345K	Hold	2,268	–	–	0.05%	91
2022 Q4	$344K	Buy	+2,268	New	+$339K	0.06%	90

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Petredis Investment Advisors's IWD Position: Q2 2026 in Review

Petredis Investment Advisors held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 2,268 shares worth $550K. The position accounts for 0.04% of the portfolio, ranked #103.

Petredis Investment Advisors first reported a position in IWD in Q4 2022 and has held it in 15 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Petredis Investment Advisors held 2,268 shares of iShares Russell 1000 Value ETF worth $550K as of Q2 2026.
Petredis Investment Advisors left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.04% of Petredis Investment Advisors's portfolio in Q2 2026, its #103 holding.
Petredis Investment Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2022 and has held it in 15 quarters since.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Petredis Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.