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

Snowden Capital 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	$12.3M	Buy	50,573 +2,608	+5%	+$607K	0.29%	63
2026 Q1	$10.2M	Buy	47,965 +7,099	+17%	+$1.55M	0.27%	66
2025 Q4	$8.6M	Buy	40,866 +9,163	+29%	+$1.89M	0.22%	91
2025 Q3	$6.45M	Buy	31,703 +542	+2%	+$108K	0.18%	112
2025 Q2	$6.05M	Buy	31,161 +429	+1%	+$79.5K	0.18%	121
2025 Q1	$5.78M	Sell	30,732 -10,097	-25%	-$1.92M	0.19%	118
2024 Q4	$7.56M	Sell	40,829 -153	-0.4%	-$29.3K	0.23%	82
2024 Q3	$7.78M	Sell	40,982 -12	-0%	-$2.19K	0.23%	93
2024 Q2	$7.15M	Buy	40,994 +659	+2%	+$115K	0.21%	108
2024 Q1	$7.22M	Sell	40,335 -237	-0.6%	-$40.1K	0.23%	100
2023 Q4	$6.7M	Buy	40,572 +13,052	+47%	+$2.02M	0.26%	98
2023 Q3	$4.18M	Sell	27,520 -6,142	-18%	-$974K	0.18%	166
2023 Q2	$5.31M	Buy	33,662 +1,361	+4%	+$208K	0.19%	137
2023 Q1	$4.92M	Sell	32,301 -16,799	-34%	-$2.59M	0.19%	136
2022 Q4	$7.45M	Buy	49,100 +19,063	+63%	+$2.85M	0.31%	67
2022 Q3	$4.08M	Buy	30,037 +17,953	+149%	+$2.7M	0.18%	139
2022 Q2	$1.75M	Sell	12,084 -2,549	-17%	-$399K	0.08%	280
2022 Q1	$2.43M	Buy	14,633 +7,681	+110%	+$1.26M	0.1%	238
2021 Q4	$1.17M	Sell	6,952 -3,452	-33%	-$566K	0.06%	307
2021 Q3	$1.63M	Buy	10,404 +4,947	+91%	+$793K	0.08%	282
2021 Q2	$866K	Buy	5,457 +3,010	+123%	+$477K	0.04%	403
2021 Q1	$371K	Buy	+2,447	New	+$354K	0.02%	565
2020 Q3	–	Sell	-2,818	Closed	-$317K	–	588
2020 Q2	$317K	Buy	2,818 +16	+0.6%	+$1.76K	0.03%	454
2020 Q1	$278K	Buy	2,802 +3	+0.1%	+$374	0.03%	445
2019 Q4	$382K	Buy	+2,799	New	+$369K	0.03%	439
2018 Q4	–	Sell	-2,160	Closed	-$273K	–	492
2018 Q3	$273K	Buy	+2,160	New	+$271K	0.03%	406
2017 Q1	–	Sell	-2,550	Closed	-$286K	–	350
2016 Q4	$286K	Buy	+2,550	New	+$276K	0.07%	260

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

Snowden Capital Advisors's IWD Position: Q2 2026 in Review

Snowden Capital Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 5.4% in Q2 2026, buying an estimated $607K and bringing the position to 50,573 shares worth $12.3M. The position accounts for 0.29% of the portfolio, ranked #63.

Snowden Capital Advisors first reported a position in IWD in Q4 2016 and has held it in 27 quarters since. 1,980 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Snowden Capital Advisors held 50,573 shares of iShares Russell 1000 Value ETF worth $12.3M as of Q2 2026.
Snowden Capital Advisors bought 2,608 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $607K.
iShares Russell 1000 Value ETF made up 0.29% of Snowden Capital Advisors's portfolio in Q2 2026, its #63 holding.
Snowden Capital Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2016 and has held it in 27 quarters since.
1,980 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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