Register Financial Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$128K	Buy	527 +1	+0.2%	+$233	0.04%	260
2026 Q1	$112K	Buy	526 +159	+43%	+$34.8K	0.04%	243
2025 Q4	$77.2K	Sell	367 -465	-56%	-$96K	0.03%	258
2025 Q3	$169K	Buy	832 +28	+3%	+$5.57K	0.07%	209
2025 Q2	$156K	Buy	804 +3	+0.4%	+$556	0.07%	204
2025 Q1	$151K	Buy	801 +4	+0.5%	+$762	0.08%	188
2024 Q4	$148K	Buy	797 +14	+2%	+$2.69K	0.07%	191
2024 Q3	$149K	Buy	783 +4	+0.5%	+$729	0.08%	187
2024 Q2	$136K	Buy	779 +18	+2%	+$3.15K	0.07%	216
2024 Q1	$136K	Buy	761 +4	+0.5%	+$677	0.07%	211
2023 Q4	$125K	Buy	757 +9	+1%	+$1.39K	0.08%	179
2023 Q3	$114K	Hold	748	–	–	0.08%	183
2023 Q2	$118K	Buy	748 +3	+0.4%	+$459	0.08%	178
2023 Q1	$113K	Buy	745 +4	+0.5%	+$618	0.09%	180
2022 Q4	$112K	Buy	+741	New	+$111K	0.07%	223

Other funds holding IWD

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Register Financial Advisors's IWD Position: Q2 2026 in Review

Register Financial Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 0.19% in Q2 2026, buying an estimated $233 and bringing the position to 527 shares worth $128K. The position accounts for 0.04% of the portfolio, ranked #260.

Register Financial Advisors first reported a position in IWD in Q4 2022 and has held it in 15 quarters since. The position peaked at $169K in Q3 2025. 1,000 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Register Financial Advisors held 527 shares of iShares Russell 1000 Value ETF worth $128K as of Q2 2026.
Register Financial Advisors bought 1 iShares Russell 1000 Value ETF share in Q2 2026, an estimated $233.
iShares Russell 1000 Value ETF made up 0.04% of Register Financial Advisors's portfolio in Q2 2026, its #260 holding.
Register Financial Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2022 and has held it in 15 quarters since.
Register Financial Advisors's iShares Russell 1000 Value ETF position peaked at $169K in Q3 2025.
1,000 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Register Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.