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

Prime Capital 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 		$6.84M Buy
28,206
+80
+0.3% +$18.6K 0.07% 200
2026
Q1 		$6.01M Buy
28,126
+1,432
+5% +$314K 0.07% 202
2025
Q4 		$5.61M Buy
26,694
+261
+1% +$53.9K 0.07% 188
2025
Q3 		$5.38M Sell
26,433
-58
-0.2% -$11.5K 0.07% 194
2025
Q2 		$5.15M Sell
26,491
-50,762
-66% -$9.4M 0.07% 194
2025
Q1 		$14.5M Buy
77,253
+53,773
+229% +$10.2M 0.17% 111
2024
Q4 		$4.35M Buy
23,480
+116
+0.5% +$22.3K 0.06% 197
2024
Q3 		$4.43M Buy
23,364
+1,540
+7% +$281K 0.06% 205
2024
Q2 		$3.81M Sell
21,824
-1,930
-8% -$337K 0.06% 228
2024
Q1 		$4.25M Buy
23,754
+10,490
+79% +$1.77M 0.06% 220
2023
Q4 		$2.19M Buy
13,264
+3,253
+32% +$502K 0.03% 314
2023
Q3 		$1.52M Buy
10,011
+2,157
+27% +$342K 0.03% 285
2023
Q2 		$1.24M Buy
7,854
+690
+10% +$105K 0.02% 319
2023
Q1 		$1.09M Buy
7,164
+1,021
+17% +$158K 0.04% 234
2022
Q4 		$932K Buy
6,143
+1,431
+30% +$214K 0.04% 245
2022
Q3 		$641K Buy
4,712
+1,344
+40% +$202K 0.04% 210
2022
Q2 		$488K Sell
3,368
-2,478
-42% -$388K 0.03% 231
2022
Q1 		$982K Hold
5,846
– – 0.05% 175
2021
Q4 		$982K Buy
5,846
+2,385
+69% +$391K 0.05% 178
2021
Q3 		$542K Sell
3,461
-421
-11% -$67.5K 0.03% 211
2021
Q2 		$616K Buy
3,882
+1,435
+59% +$227K 0.04% 228
2021
Q1 		$371K Hold
2,447
– – 0.03% 212
2020
Q4 		$335K Hold
2,447
– – 0.03% 205
2020
Q3 		$289K Buy
2,447
+73
+3% +$8.66K 0.02% 222
2020
Q2 		$267K Buy
2,374
+727
+44% +$80K 0.03% 215
2020
Q1 		$163K Buy
+1,647
New +$205K 0.02% 205
2019
Q1 		– Sell
-99
Closed -$11K – 381
2018
Q4 		$11K Buy
+99
New +$11.9K ﹤0.01% 263

Other funds holding IWD

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

Prime Capital Investment Advisors's IWD Position: Q2 2026 in Review

Prime Capital Investment Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 0.28% in Q2 2026, buying an estimated $18.6K and bringing the position to 28,206 shares worth $6.84M. The position accounts for 0.07% of the portfolio, ranked #200.

Prime Capital Investment Advisors first reported a position in IWD in Q4 2018 and has held it in 27 quarters since. The position peaked at $14.5M in Q1 2025. 1,642 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Prime Capital Investment Advisors held 28,206 shares of iShares Russell 1000 Value ETF worth $6.84M as of Q2 2026.
  • Prime Capital Investment Advisors bought 80 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $18.6K.
  • iShares Russell 1000 Value ETF made up 0.07% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #200 holding.
  • Prime Capital Investment Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2018 and has held it in 27 quarters since.
  • Prime Capital Investment Advisors's iShares Russell 1000 Value ETF position peaked at $14.5M in Q1 2025.
  • 1,642 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.