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

SkyView Investment 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 Q1	$1.28M	Hold	5,975	–	–	0.17%	80
2025 Q4	$1.26M	Hold	5,975	–	–	0.16%	81
2025 Q3	$1.22M	Hold	5,975	–	–	0.15%	89
2025 Q2	$1.16M	Hold	5,975	–	–	0.17%	94
2025 Q1	$1.12M	Hold	5,975	–	–	0.17%	94
2024 Q4	$1.11M	Hold	5,975	–	–	0.18%	89
2024 Q3	$1.13M	Hold	5,975	–	–	0.19%	76
2024 Q2	$1.04M	Hold	5,975	–	–	0.19%	89
2024 Q1	$1.07M	Buy	+5,975	New	+$1.01M	0.2%	80

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SkyView Investment Advisors's IWD Position: Q1 2026 in Review

SkyView Investment Advisors held its iShares Russell 1000 Value ETF (IWD) position steady in Q1 2026 at 5,975 shares worth $1.28M. The position accounts for 0.17% of the portfolio, ranked #80.

SkyView Investment Advisors first reported a position in IWD in Q1 2024 and has held it in 9 quarters since. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

SkyView Investment Advisors held 5,975 shares of iShares Russell 1000 Value ETF worth $1.28M as of Q1 2026.
SkyView Investment Advisors left its iShares Russell 1000 Value ETF share count unchanged in Q1 2026.
iShares Russell 1000 Value ETF made up 0.17% of SkyView Investment Advisors's portfolio in Q1 2026, its #80 holding.
SkyView Investment Advisors first reported a position in iShares Russell 1000 Value ETF in Q1 2024 and has held it in 9 quarters since.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on SkyView Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.