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

Sanctuary 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	$33.7M	Sell	138,965 -7,251	-5%	-$1.69M	0.16%	139
2026 Q1	$31.2M	Buy	146,216 +3,058	+2%	+$670K	0.17%	126
2025 Q4	$30.1M	Sell	143,158 -99	-0.1%	-$20.4K	0.16%	123
2025 Q3	$29.2M	Buy	143,257 +27,898	+24%	+$5.55M	0.17%	123
2025 Q2	$22.4M	Buy	115,359 +3,861	+3%	+$715K	0.14%	155
2025 Q1	$21M	Buy	111,498 +5,644	+5%	+$1.07M	0.15%	159
2024 Q4	$20.6M	Buy	105,854 +3,614	+4%	+$693K	0.13%	166
2024 Q3	$20.2M	Buy	102,240 +4,232	+4%	+$771K	0.13%	172
2024 Q2	$17M	Buy	+98,008	New	+$17.1M	0.12%	169

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

Sanctuary Advisors's IWD Position: Q2 2026 in Review

Sanctuary Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 5% in Q2 2026, selling an estimated $1.69M and leaving 138,965 shares worth $33.7M. The position accounts for 0.16% of the portfolio, ranked #139.

Sanctuary Advisors first reported a position in IWD in Q2 2024 and has held it in 9 quarters since. 1,967 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Sanctuary Advisors held 138,965 shares of iShares Russell 1000 Value ETF worth $33.7M as of Q2 2026.
Sanctuary Advisors sold 7,251 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $1.69M.
iShares Russell 1000 Value ETF made up 0.16% of Sanctuary Advisors's portfolio in Q2 2026, its #139 holding.
Sanctuary Advisors first reported a position in iShares Russell 1000 Value ETF in Q2 2024 and has held it in 9 quarters since.
1,967 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.