PKS Advisory Services’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
Other funds holding IWD
PKS Advisory Services's IWD Position: Q1 2026 in Review
PKS Advisory Services reduced its iShares Russell 1000 Value ETF (IWD) stake by 6.3% in Q1 2026, selling an estimated $60.2K and leaving 4,113 shares worth $879K. The position accounts for 0.2% of the portfolio, ranked #105.
PKS Advisory Services first reported a position in IWD in Q4 2024 and has held it in 6 quarters since. The position peaked at $923K in Q4 2025. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.
- PKS Advisory Services held 4,113 shares of iShares Russell 1000 Value ETF worth $879K as of Q1 2026.
- PKS Advisory Services sold 275 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $60.2K.
- iShares Russell 1000 Value ETF made up 0.2% of PKS Advisory Services's portfolio in Q1 2026, its #105 holding.
- PKS Advisory Services first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 6 quarters since.
- PKS Advisory Services's iShares Russell 1000 Value ETF position peaked at $923K in Q4 2025.
- 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.
Based on PKS Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.