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

SOA Wealth 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 		$3.38M Sell
13,925
-225
-2% -$52.4K 0.57% 34
2026
Q1 		$3.02M Sell
14,150
-156
-1% -$34.2K 0.57% 36
2025
Q4 		$3.01M Sell
14,306
-554
-4% -$114K 0.51% 41
2025
Q3 		$3.03M Sell
14,860
-1,008
-6% -$201K 0.52% 40
2025
Q2 		$3.08M Sell
15,868
-577
-4% -$107K 0.58% 35
2025
Q1 		$3.09M Sell
16,445
-60
-0.4% -$11.4K 0.65% 35
2024
Q4 		$3.06M Sell
16,505
-796
-5% -$153K 0.56% 39
2024
Q3 		$3.28M Sell
17,301
-226
-1% -$41.2K 0.63% 38
2024
Q2 		$3.06M Sell
17,527
-645
-4% -$113K 0.62% 37
2024
Q1 		$3.25M Sell
18,172
-2
-0% -$338 0.67% 33
2023
Q4 		$3M Sell
18,174
-5
-0% -$772 0.67% 35
2023
Q3 		$2.76M Sell
18,179
-407
-2% -$64.6K 0.69% 33
2023
Q2 		$2.93M Sell
18,586
-1,093
-6% -$167K 0.69% 34
2023
Q1 		$3M Buy
19,679
+13
+0.1% +$2.01K 0.74% 31
2022
Q4 		$2.98M Buy
19,666
+139
+0.7% +$20.8K 0.8% 30
2022
Q3 		$2.65M Buy
19,527
+186
+1% +$27.9K 0.8% 30
2022
Q2 		$2.8M Sell
19,341
-56
-0.3% -$8.76K 0.83% 31
2022
Q1 		$3.22M Buy
19,397
+337
+2% +$55.3K 0.78% 36
2021
Q4 		$3.2M Sell
19,060
-345
-2% -$56.5K 0.78% 36
2021
Q3 		$3.04M Buy
19,405
+94
+0.5% +$15.1K 0.78% 38
2021
Q2 		$3.06M Sell
19,311
-1,251
-6% -$198K 0.79% 36
2021
Q1 		$3.12M Buy
20,562
+228
+1% +$33K 0.87% 34
2020
Q4 		$2.92M Buy
+20,334
New +$2.61M 0.8% 36

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

SOA Wealth Advisors's IWD Position: Q2 2026 in Review

SOA Wealth Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 1.6% in Q2 2026, selling an estimated $52.4K and leaving 13,925 shares worth $3.38M. The position accounts for 0.57% of the portfolio, ranked #34.

SOA Wealth Advisors first reported a position in IWD in Q4 2020 and has held it in 23 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • SOA Wealth Advisors held 13,925 shares of iShares Russell 1000 Value ETF worth $3.38M as of Q2 2026.
  • SOA Wealth Advisors sold 225 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $52.4K.
  • iShares Russell 1000 Value ETF made up 0.57% of SOA Wealth Advisors's portfolio in Q2 2026, its #34 holding.
  • SOA Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.