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

Regal 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
Q1 		$2.12M Sell
9,911
-251
-2% -$55K 0.12% 191
2025
Q4 		$2.14M Buy
10,162
+3,275
+48% +$676K 0.13% 184
2025
Q3 		$1.4M Buy
6,887
+3,217
+88% +$640K 0.09% 216
2025
Q2 		$713K Buy
3,670
+324
+10% +$60K 0.05% 288
2025
Q1 		$630K Sell
3,346
-247
-7% -$47K 0.05% 282
2024
Q4 		$665K Buy
3,593
+740
+26% +$142K 0.05% 281
2024
Q3 		$542K Sell
2,853
-482
-14% -$87.8K 0.04% 338
2024
Q2 		$582K Sell
3,335
-5
-0.1% -$874 0.04% 326
2024
Q1 		$598K Sell
3,340
-37
-1% -$6.26K 0.04% 327
2023
Q4 		$558K Buy
3,377
+484
+17% +$74.7K 0.04% 307
2023
Q3 		$439K Buy
2,893
+1,024
+55% +$162K 0.04% 311
2023
Q2 		$295K Buy
1,869
+46
+3% +$7.03K 0.02% 397
2023
Q1 		$278K Sell
1,823
-289
-14% -$44.6K 0.02% 415
2022
Q4 		$320K Sell
2,112
-169
-7% -$25.3K 0.03% 365
2022
Q3 		$310K Sell
2,281
-579
-20% -$87K 0.03% 357
2022
Q2 		$415K Sell
2,860
-460
-14% -$72K 0.04% 312
2022
Q1 		$551K Buy
3,320
+456
+16% +$74.9K 0.05% 296
2021
Q4 		$481K Buy
2,864
+753
+36% +$123K 0.04% 340
2021
Q3 		$330K Buy
2,111
+75
+4% +$12K 0.03% 397
2021
Q2 		$323K Buy
+2,036
New +$322K 0.03% 395
2021
Q1 		– Sell
-1,916
Closed -$262K – 230
2020
Q4 		$262K Buy
+1,916
New +$246K 0.03% 389
2020
Q3 		– Sell
-1,830
Closed -$206K – 131
2020
Q2 		$206K Buy
+1,830
New +$201K 0.04% 307
2018
Q4 		– Sell
-1,758
Closed -$223K – 349
2018
Q3 		$223K Buy
1,758
+74
+4% +$9.29K 0.05% 284
2018
Q2 		$204K Sell
1,684
-985
-37% -$120K 0.06% 244
2018
Q1 		$320K Buy
2,669
+687
+35% +$85.7K 0.07% 220
2017
Q4 		$246K Sell
1,982
-81
-4% -$9.82K 0.05% 244
2017
Q3 		$245K Sell
2,063
-77
-4% -$8.97K 0.06% 236
2017
Q2 		$249K Buy
2,140
+23
+1% +$2.65K 0.06% 230
2017
Q1 		$243K Sell
2,117
-97
-4% -$11.1K 0.06% 227
2016
Q4 		$248K Sell
2,214
-465
-17% -$50.3K 0.07% 217
2016
Q3 		$283K Buy
2,679
+141
+6% +$14.9K 0.08% 214
2016
Q2 		$262K Sell
2,538
-311
-11% -$31.4K 0.07% 217
2016
Q1 		$282K Sell
2,849
-283
-9% -$26.5K 0.08% 206
2015
Q4 		$306K Buy
3,132
+34
+1% +$3.38K 0.08% 199
2015
Q3 		$288K Sell
3,098
-2,325
-43% -$231K 0.07% 195
2015
Q2 		$559K Sell
5,423
-248
-4% -$26K 0.15% 141
2015
Q1 		$585K Buy
5,671
+500
+10% +$51.8K 0.14% 144
2014
Q4 		$540K Sell
5,171
-652
-11% -$66.5K 0.14% 140
2014
Q3 		$583K Buy
5,823
+1,367
+31% +$138K 0.18% 131
2014
Q2 		$451K Sell
4,456
-1,196
-21% -$117K 0.16% 139
2014
Q1 		$545K Buy
5,652
+944
+20% +$88.4K 0.23% 113
2013
Q4 		$443K Buy
4,708
+1,043
+28% +$94.6K 0.25% 110
2013
Q3 		$316K Buy
3,665
+382
+12% +$33.2K 0.18% 134
2013
Q2 		$275K Buy
+3,283
New +$273K 0.15% 136

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Regal Investment Advisors's IWD Position: Q1 2026 in Review

Regal Investment Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 2.5% in Q1 2026, selling an estimated $55K and leaving 9,911 shares worth $2.12M. The position accounts for 0.12% of the portfolio, ranked #191.

Regal Investment Advisors first reported a position in IWD in Q2 2013 and has held it in 44 quarters since. The position peaked at $2.14M in Q4 2025. 1,900 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Regal Investment Advisors held 9,911 shares of iShares Russell 1000 Value ETF worth $2.12M as of Q1 2026.
  • Regal Investment Advisors sold 251 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $55K.
  • iShares Russell 1000 Value ETF made up 0.12% of Regal Investment Advisors's portfolio in Q1 2026, its #191 holding.
  • Regal Investment Advisors first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 44 quarters since.
  • Regal Investment Advisors's iShares Russell 1000 Value ETF position peaked at $2.14M in Q4 2025.
  • 1,900 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.