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

PFW 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	$26.6M	Sell	109,904 -1,111	-1%	-$259K	7.77%	4
2026 Q1	$23.7M	Sell	111,015 -2,934	-3%	-$643K	7.46%	4
2025 Q4	$24M	Buy	113,949 +113	+0.1%	+$23.3K	7.24%	4
2025 Q3	$23.2M	Sell	113,836 -289	-0.3%	-$57.5K	6.85%	4
2025 Q2	$22.2M	Sell	114,125 -3,944	-3%	-$730K	6.82%	4
2025 Q1	$22.2M	Sell	118,069 -2,657	-2%	-$506K	6.97%	4
2024 Q4	$22.4M	Buy	+120,726	New	+$23.2M	6.87%	4
2024 Q2	$21.3M	Sell	122,368 -2,746	-2%	-$480K	6.79%	4
2024 Q1	$22.4M	Sell	125,114 -2,508	-2%	-$424K	6.85%	4
2023 Q4	$21.1M	Buy	127,622 +2,949	+2%	+$455K	6.74%	4
2023 Q3	$18.9M	Buy	124,673 +380	+0.3%	+$60.3K	6.68%	4
2023 Q2	$20M	Buy	+124,293	New	+$19M	6.67%	4
2019 Q3	$23.2M	Buy	+122,073	New	+$15.5M	7.01%	4

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

PFW Advisors's IWD Position: Q2 2026 in Review

PFW Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 1% in Q2 2026, selling an estimated $259K and leaving 109,904 shares worth $26.6M. The position accounts for 7.77% of the portfolio, ranked #4.

PFW Advisors first reported a position in IWD in Q3 2019 and has held it in 13 quarters since. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

PFW Advisors held 109,904 shares of iShares Russell 1000 Value ETF worth $26.6M as of Q2 2026.
PFW Advisors sold 1,111 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $259K.
iShares Russell 1000 Value ETF made up 7.77% of PFW Advisors's portfolio in Q2 2026, its #4 holding.
PFW Advisors first reported a position in iShares Russell 1000 Value ETF in Q3 2019 and has held it in 13 quarters since.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on PFW Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.