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SNS Financial Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

SNS Financial Group’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 		$311K Hold
1,456
– – 0.03% 167
2025
Q4 		$306K Buy
1,456
+340
+30% +$70.2K 0.03% 173
2025
Q3 		$227K Hold
1,116
– – 0.02% 192
2025
Q2 		$217K Hold
1,116
– – 0.02% 189
2025
Q1 		$210K Hold
1,116
– – 0.02% 183
2024
Q4 		$207K Hold
1,116
– – 0.02% 184
2024
Q3 		$212K Buy
+1,116
New +$203K 0.02% 184

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SNS Financial Group's IWD Position: Q1 2026 in Review

SNS Financial Group held its iShares Russell 1000 Value ETF (IWD) position steady in Q1 2026 at 1,456 shares worth $311K. The position accounts for 0.03% of the portfolio, ranked #167.

SNS Financial Group first reported a position in IWD in Q3 2024 and has held it in 7 quarters since. 1,898 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • SNS Financial Group held 1,456 shares of iShares Russell 1000 Value ETF worth $311K as of Q1 2026.
  • SNS Financial Group left its iShares Russell 1000 Value ETF share count unchanged in Q1 2026.
  • iShares Russell 1000 Value ETF made up 0.03% of SNS Financial Group's portfolio in Q1 2026, its #167 holding.
  • SNS Financial Group first reported a position in iShares Russell 1000 Value ETF in Q3 2024 and has held it in 7 quarters since.
  • 1,898 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on SNS Financial Group's 13F filing for Q1 2026, filed 14 Apr 2026.