RIA
IWD icon

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

Realta 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 		$13.2K Sell
54
-1
-2% -$233 ﹤0.01% 306
2026
Q1 		$11.7K Buy
55
+52
+1,733% +$11.4K ﹤0.01% 293
2025
Q4 		$535 Hold
3
– – ﹤0.01% 331
2025
Q3 		$518 Hold
3
– – ﹤0.01% 321
2025
Q2 		$494 Sell
3
-936
-100% -$173K ﹤0.01% 294
2025
Q1 		$177K Buy
939
+116
+14% +$22.1K 0.08% 180
2024
Q4 		$154K Buy
+823
New +$158K 0.06% 202
2024
Q3 		– Sell
-596
Closed -$104K – 553
2024
Q2 		$104K Sell
596
-2,172
-78% -$380K 0.02% 466
2024
Q1 		$496K Buy
+2,768
New +$468K 0.1% 237
2023
Q4 		– Sell
-1,116
Closed -$176K – 613
2023
Q3 		$176K Hold
1,116
– – 0.04% 399
2023
Q2 		$176K Buy
+1,116
New +$171K 0.04% 416
2023
Q1 		– Sell
-16,609
Closed -$2.52M – 625
2022
Q4 		$2.52M Buy
16,609
+51
+0.3% +$7.63K 0.61% 30
2022
Q3 		$2.25M Buy
16,558
+985
+6% +$148K 0.59% 26
2022
Q2 		$2.29M Sell
15,573
-1,996
-11% -$312K 0.56% 31
2022
Q1 		$2.92M Sell
17,569
-2,618
-13% -$430K 0.58% 26
2021
Q4 		$3.39M Buy
20,187
+580
+3% +$95K 0.75% 21
2021
Q3 		$3.07M Buy
19,607
+251
+1% +$40.2K 0.72% 21
2021
Q2 		$3.07M Buy
19,356
+837
+5% +$133K 0.73% 23
2021
Q1 		$2.81M Buy
18,519
+8,583
+86% +$1.24M 0.74% 23
2020
Q4 		$1.36M Buy
+9,936
New +$1.27M 0.38% 56
2020
Q1 		– Sell
-5,856
Closed -$782K – 857
2019
Q4 		$782K Buy
5,856
+3,913
+201% +$516K 0.21% 105
2019
Q3 		$249K Buy
1,943
+1,066
+122% +$135K 0.07% 287
2019
Q2 		$112K Buy
877
+801
+1,054% +$100K 0.03% 468
2019
Q1 		$10K Buy
+76
New +$9.13K ﹤0.01% 905

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Realta Investment Advisors's IWD Position: Q2 2026 in Review

Realta Investment Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 1.8% in Q2 2026, selling an estimated $233 and leaving 54 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #306.

Realta Investment Advisors first reported a position in IWD in Q1 2019 and has held it in 24 quarters since. The position peaked at $3.39M in Q4 2021. 1,967 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Realta Investment Advisors held 54 shares of iShares Russell 1000 Value ETF worth $13.2K as of Q2 2026.
  • Realta Investment Advisors sold 1 iShares Russell 1000 Value ETF share in Q2 2026, an estimated $233.
  • iShares Russell 1000 Value ETF made up ﹤0.01% of Realta Investment Advisors's portfolio in Q2 2026, its #306 holding.
  • Realta Investment Advisors first reported a position in iShares Russell 1000 Value ETF in Q1 2019 and has held it in 24 quarters since.
  • Realta Investment Advisors's iShares Russell 1000 Value ETF position peaked at $3.39M in Q4 2021.
  • 1,967 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.