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

Resurgent Financial 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 		$3.42M Sell
16,027
-1,085
-6% -$238K 1.24% 17
2025
Q4 		$3.6M Sell
17,112
-1,092
-6% -$226K 1.8% 9
2025
Q3 		$3.71M Sell
18,204
-1,438
-7% -$286K 1.82% 9
2025
Q2 		$3.82M Sell
19,642
-1,442
-7% -$267K 2.09% 8
2025
Q1 		$3.97M Sell
21,084
-451
-2% -$85.9K 2.38% 7
2024
Q4 		$3.99M Sell
21,535
-280
-1% -$53.7K 2.35% 7
2024
Q3 		$4.14M Buy
21,815
+3,306
+18% +$602K 2.42% 6
2024
Q2 		$3.23M Sell
18,509
-15,665
-46% -$2.74M 2.01% 7
2024
Q1 		$6.12M Buy
34,174
+17,042
+99% +$2.88M 3.26% 3
2023
Q4 		$2.83M Sell
17,132
-2,672
-13% -$413K 1.74% 7
2023
Q3 		$3.01M Buy
19,804
+247
+1% +$39.2K 2.05% 6
2023
Q2 		$3.09M Buy
19,557
+1,010
+5% +$154K 2.04% 4
2023
Q1 		$2.82M Sell
18,547
-1,630
-8% -$252K 1.88% 6
2022
Q4 		$3.06M Buy
20,177
+6,697
+50% +$1M 1.61% 8
2022
Q3 		$1.83M Buy
13,480
+3,240
+32% +$487K 1.23% 17
2022
Q2 		$1.48M Buy
10,240
+8,355
+443% +$1.31M 0.95% 23
2022
Q1 		$313K Buy
+1,885
New +$310K 0.19% 124

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

Resurgent Financial Advisors's IWD Position: Q1 2026 in Review

Resurgent Financial Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 6.3% in Q1 2026, selling an estimated $238K and leaving 16,027 shares worth $3.42M. The position accounts for 1.24% of the portfolio, ranked #17.

Resurgent Financial Advisors first reported a position in IWD in Q1 2022 and has held it in 17 quarters since. The position peaked at $6.12M in Q1 2024. 1,898 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Resurgent Financial Advisors held 16,027 shares of iShares Russell 1000 Value ETF worth $3.42M as of Q1 2026.
  • Resurgent Financial Advisors sold 1,085 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $238K.
  • iShares Russell 1000 Value ETF made up 1.24% of Resurgent Financial Advisors's portfolio in Q1 2026, its #17 holding.
  • Resurgent Financial Advisors first reported a position in iShares Russell 1000 Value ETF in Q1 2022 and has held it in 17 quarters since.
  • Resurgent Financial Advisors's iShares Russell 1000 Value ETF position peaked at $6.12M in Q1 2024.
  • 1,898 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.