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

Seneca 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 		$1.47M Buy
6,077
+16
+0.3% +$3.73K 0.38% 26
2026
Q1 		$1.3M Buy
6,061
+4
+0.1% +$876 0.38% 30
2025
Q4 		$1.27M Sell
6,057
-582
-9% -$120K 0.39% 32
2025
Q3 		$1.35M Sell
6,639
-941
-12% -$187K 0.44% 31
2025
Q2 		$1.47M Sell
7,580
-29
-0.4% -$5.37K 0.57% 28
2025
Q1 		$1.43M Buy
7,609
+27
+0.4% +$5.14K 0.69% 22
2024
Q4 		$1.4M Sell
7,582
-1,923
-20% -$369K 0.7% 24
2024
Q3 		$1.8M Buy
9,505
+41
+0.4% +$7.47K 0.88% 20
2024
Q2 		$1.65M Sell
9,464
-993
-9% -$174K 0.86% 21
2024
Q1 		$1.87M Buy
10,457
+15
+0.1% +$2.54K 1% 21
2023
Q4 		$1.73M Buy
10,442
+70
+0.7% +$10.8K 1% 21
2023
Q3 		$1.57M Hold
10,372
– – 1.08% 19
2023
Q2 		$1.64M Sell
10,372
-1,260
-11% -$193K 1.09% 20
2023
Q1 		$1.77M Buy
11,632
+1,533
+15% +$237K 1.14% 18
2022
Q4 		$1.53M Sell
10,099
-75
-0.7% -$11.2K 0.97% 20
2022
Q3 		$1.38M Buy
10,174
+1,078
+12% +$162K 0.99% 18
2022
Q2 		$1.32M Buy
9,096
+1,388
+18% +$217K 0.89% 20
2022
Q1 		$1.28M Sell
7,708
-57
-0.7% -$9.36K 0.78% 21
2021
Q4 		$1.3M Sell
7,765
-29
-0.4% -$4.75K 0.77% 19
2021
Q3 		$1.22M Sell
7,794
-179
-2% -$28.7K 0.81% 21
2021
Q2 		$1.26M Sell
7,973
-369
-4% -$58.4K 0.83% 21
2021
Q1 		$1.26M Sell
8,342
-796
-9% -$115K 0.89% 20
2020
Q4 		$1.25M Buy
+9,138
New +$1.17M 0.95% 19

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

Seneca Financial Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 0.26% in Q2 2026, buying an estimated $3.73K and bringing the position to 6,077 shares worth $1.47M. The position accounts for 0.38% of the portfolio, ranked #26.

Seneca Financial Advisors first reported a position in IWD in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.87M in Q1 2024. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Seneca Financial Advisors held 6,077 shares of iShares Russell 1000 Value ETF worth $1.47M as of Q2 2026.
  • Seneca Financial Advisors bought 16 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $3.73K.
  • iShares Russell 1000 Value ETF made up 0.38% of Seneca Financial Advisors's portfolio in Q2 2026, its #26 holding.
  • Seneca Financial Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and has held it in 23 quarters since.
  • Seneca Financial Advisors's iShares Russell 1000 Value ETF position peaked at $1.87M in Q1 2024.
  • 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Seneca Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.