Private Advisory Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Private Advisory Group’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	$17.4M	Buy	71,874 +10,200	+17%	+$2.38M	0.94%	26
2026 Q1	$13.2M	Buy	+61,674	New	+$13.5M	0.86%	29
2019 Q2	–	Sell	-12,103	Closed	-$1.34M	–	135
2019 Q1	$1.34M	Hold	12,103	–	–	0.75%	45
2018 Q4	$1.34M	Sell	12,103 -1,301	-10%	-$156K	0.75%	45
2018 Q3	$1.65M	Buy	13,404 +495	+4%	+$62.2K	0.84%	41
2018 Q2	$1.57M	Buy	+12,909	New	+$1.57M	0.79%	47

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

Private Advisory Group's IWD Position: Q2 2026 in Review

Private Advisory Group increased its iShares Russell 1000 Value ETF (IWD) stake by 17% in Q2 2026, buying an estimated $2.38M and bringing the position to 71,874 shares worth $17.4M. The position accounts for 0.94% of the portfolio, ranked #26.

Private Advisory Group first reported a position in IWD in Q2 2018 and has held it in 6 quarters since. 1,967 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Private Advisory Group held 71,874 shares of iShares Russell 1000 Value ETF worth $17.4M as of Q2 2026.
Private Advisory Group bought 10,200 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $2.38M.
iShares Russell 1000 Value ETF made up 0.94% of Private Advisory Group's portfolio in Q2 2026, its #26 holding.
Private Advisory Group first reported a position in iShares Russell 1000 Value ETF in Q2 2018 and has held it in 6 quarters since.
1,967 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.