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

Skyline 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	$755K	Buy	3,116 +10	+0.3%	+$2.33K	0.24%	58
2026 Q1	$664K	Buy	3,106 +12	+0.4%	+$2.63K	0.23%	59
2025 Q4	$651K	Buy	3,094 +14	+0.5%	+$2.89K	0.22%	48
2025 Q3	$627K	Buy	3,080 +11	+0.4%	+$2.19K	0.22%	47
2025 Q2	$596K	Buy	3,069 +10	+0.3%	+$1.85K	0.22%	52
2025 Q1	$576K	Buy	3,059 +12	+0.4%	+$2.29K	0.23%	47
2024 Q4	$564K	Buy	3,047 +7	+0.2%	+$1.34K	0.22%	48
2024 Q3	$577K	Buy	3,040 +15	+0.5%	+$2.73K	0.24%	43
2024 Q2	$528K	Buy	3,025 +12	+0.4%	+$2.1K	0.23%	43
2024 Q1	$540K	Buy	3,013 +12	+0.4%	+$2.03K	0.24%	40
2023 Q4	$496K	Buy	+3,001	New	+$463K	0.24%	40

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

Skyline Advisors's IWD Position: Q2 2026 in Review

Skyline Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 0.32% in Q2 2026, buying an estimated $2.33K and bringing the position to 3,116 shares worth $755K. The position accounts for 0.24% of the portfolio, ranked #58.

Skyline Advisors first reported a position in IWD in Q4 2023 and has held it in 11 quarters since. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Skyline Advisors held 3,116 shares of iShares Russell 1000 Value ETF worth $755K as of Q2 2026.
Skyline Advisors bought 10 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $2.33K.
iShares Russell 1000 Value ETF made up 0.24% of Skyline Advisors's portfolio in Q2 2026, its #58 holding.
Skyline Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 11 quarters since.
1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Skyline Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.