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

RTD 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 Q2	$19.2M	Sell	79,264 -1,237	-2%	-$288K	2.1%	13
2026 Q1	$17.2M	Sell	80,501 -1,437	-2%	-$315K	2.11%	14
2025 Q4	$17.2M	Sell	81,938 -1,639	-2%	-$339K	2.1%	14
2025 Q3	$17M	Buy	83,577 +3,779	+5%	+$752K	2.04%	13
2025 Q2	$15.5M	Sell	79,798 -7,420	-9%	-$1.37M	1.98%	14
2025 Q1	$16.4M	Buy	87,218 +4,071	+5%	+$775K	2.21%	12
2024 Q4	$15.4M	Buy	83,147 +367	+0.4%	+$70.4K	1.97%	12
2024 Q3	$15.7M	Buy	82,780 +3,484	+4%	+$635K	1.99%	13
2024 Q2	$13.8M	Buy	79,296 +232	+0.3%	+$40.6K	1.86%	14
2024 Q1	$14.2M	Buy	79,064 +2,177	+3%	+$368K	1.9%	14
2023 Q4	$12.7M	Buy	76,887 +623	+0.8%	+$96.2K	1.78%	14
2023 Q3	$11.6M	Sell	76,264 -1,506	-2%	-$239K	1.77%	15
2023 Q2	$12.3M	Buy	77,770 +2,136	+3%	+$327K	1.78%	14
2023 Q1	$11.5M	Buy	75,634 +1,866	+3%	+$288K	1.78%	15
2022 Q4	$11.2M	Sell	73,768 -664	-0.9%	-$99.4K	1.82%	14
2022 Q3	$10.1M	Sell	74,432 -5,064	-6%	-$761K	1.86%	13
2022 Q2	$11.5M	Sell	79,496 -6,742	-8%	-$1.05M	1.77%	16
2022 Q1	$14.3M	Buy	86,238 +16	+0%	+$2.63K	1.93%	13
2021 Q4	$14.5M	Buy	+86,222	New	+$14.1M	1.9%	13

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

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

RTD Financial Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 1.5% in Q2 2026, selling an estimated $288K and leaving 79,264 shares worth $19.2M. The position accounts for 2.1% of the portfolio, ranked #13.

RTD Financial Advisors first reported a position in IWD in Q4 2021 and has held it in 19 quarters since. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

RTD Financial Advisors held 79,264 shares of iShares Russell 1000 Value ETF worth $19.2M as of Q2 2026.
RTD Financial Advisors sold 1,237 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $288K.
iShares Russell 1000 Value ETF made up 2.1% of RTD Financial Advisors's portfolio in Q2 2026, its #13 holding.
RTD Financial Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and has held it in 19 quarters since.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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