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PFG Investments’s iShares Russell 1000 Value ETF IWD Stock Holding History

PFG Investments’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 		$1.29M Buy
5,304
+60
+1% +$14K 0.05% 331
2026
Q1 		$1.12M Sell
5,244
-294
-5% -$64.4K 0.05% 336
2025
Q4 		$1.16M Sell
5,538
-6
-0.1% -$1.24K 0.05% 312
2025
Q3 		$1.13M Sell
5,544
-278
-5% -$55.3K 0.06% 302
2025
Q2 		$1.13M Buy
5,822
+20
+0.3% +$3.7K 0.07% 270
2025
Q1 		$1.09M Sell
5,802
-113
-2% -$21.5K 0.07% 285
2024
Q4 		$1.1M Sell
5,915
-144
-2% -$27.6K 0.07% 270
2024
Q3 		$1.15M Sell
6,059
-259
-4% -$47.2K 0.07% 258
2024
Q2 		$1.1M Sell
6,318
-1,637
-21% -$286K 0.08% 242
2024
Q1 		$1.42M Buy
7,955
+1,149
+17% +$194K 0.09% 260
2023
Q4 		$1.12M Buy
6,806
+44
+0.7% +$6.79K 0.21% 119
2023
Q3 		$1.03M Buy
6,762
+250
+4% +$39.7K 0.19% 114
2023
Q2 		$1.03M Buy
6,512
+473
+8% +$72.3K 0.18% 123
2023
Q1 		$919K Buy
+6,039
New +$933K 0.19% 118

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

PFG Investments's IWD Position: Q2 2026 in Review

PFG Investments increased its iShares Russell 1000 Value ETF (IWD) stake by 1.1% in Q2 2026, buying an estimated $14K and bringing the position to 5,304 shares worth $1.29M. The position accounts for 0.05% of the portfolio, ranked #331.

PFG Investments first reported a position in IWD in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.42M in Q1 2024. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • PFG Investments held 5,304 shares of iShares Russell 1000 Value ETF worth $1.29M as of Q2 2026.
  • PFG Investments bought 60 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $14K.
  • iShares Russell 1000 Value ETF made up 0.05% of PFG Investments's portfolio in Q2 2026, its #331 holding.
  • PFG Investments first reported a position in iShares Russell 1000 Value ETF in Q1 2023 and has held it in 14 quarters since.
  • PFG Investments's iShares Russell 1000 Value ETF position peaked at $1.42M in Q1 2024.
  • 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.