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

Sax Wealth 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	$2.29M	Buy	10,695 +1,124	+12%	+$262K	0.09%	138
2026 Q1	$2.01M	Hold	9,571	–	–	0.1%	119
2025 Q4	$2.01M	Buy	9,571 +49	+0.5%	+$10.1K	0.09%	121
2025 Q3	$1.94M	Buy	9,522 +75	+0.8%	+$14.9K	0.1%	111
2025 Q2	$1.83M	Buy	9,447 +278	+3%	+$51.5K	0.11%	108
2025 Q1	$1.73M	Buy	9,169 +1,257	+16%	+$239K	0.12%	94
2024 Q4	$1.46M	Buy	7,912 +172	+2%	+$33K	0.11%	89
2024 Q3	$1.47M	Buy	7,740 +97	+1%	+$17.7K	0.13%	72
2024 Q2	$1.33M	Buy	7,643 +598	+8%	+$105K	0.13%	76
2024 Q1	$1.26M	Hold	7,045	–	–	0.15%	60
2023 Q4	$1.16M	Buy	7,045 +391	+6%	+$60.4K	0.19%	64
2023 Q3	$1.01M	Buy	6,654 +1,450	+28%	+$230K	0.2%	68
2023 Q2	$821K	Sell	5,204 -1,773	-25%	-$271K	0.16%	77
2023 Q1	$1.06M	Buy	6,977 +1,698	+32%	+$262K	0.23%	62
2022 Q4	$800K	Hold	5,279	–	–	0.18%	73
2022 Q3	$718K	Sell	5,279 -1,760	-25%	-$264K	0.18%	73
2022 Q2	$1.02M	Buy	7,039 +150	+2%	+$23.5K	0.26%	61
2022 Q1	$1.14M	Buy	6,889 +375	+6%	+$61.6K	0.28%	54
2021 Q4	$1.09M	Buy	6,514 +4	+0.1%	+$655	0.23%	67
2021 Q3	$1.02M	Buy	6,510 +160	+3%	+$25.7K	0.24%	65
2021 Q2	$1.01M	Buy	6,350 +3	+0%	+$475	0.35%	55
2021 Q1	$962K	Buy	6,347 +770	+14%	+$111K	0.35%	55
2020 Q4	$762K	Buy	+5,577	New	+$715K	0.35%	57

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 22.9% 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

Sax Wealth Advisors's IWD Position: Q2 2026 in Review

Sax Wealth Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 12% in Q2 2026, buying an estimated $262K and bringing the position to 10,695 shares worth $2.29M. The position accounts for 0.09% of the portfolio, ranked #138.

Sax Wealth Advisors first reported a position in IWD in Q4 2020 and has held it in 23 quarters since. 1,981 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Sax Wealth Advisors held 10,695 shares of iShares Russell 1000 Value ETF worth $2.29M as of Q2 2026.
Sax Wealth Advisors bought 1,124 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $262K.
iShares Russell 1000 Value ETF made up 0.09% of Sax Wealth Advisors's portfolio in Q2 2026, its #138 holding.
Sax Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and has held it in 23 quarters since.
1,981 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.