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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

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
BWCS
Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 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. 447 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.
  • 447 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.