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

Soltis 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
Q2 		$648K Buy
2,672
+17
+0.6% +$3.96K 0.04% 314
2026
Q1 		$567K Sell
2,655
-150
-5% -$32.8K 0.04% 320
2025
Q4 		$590K Buy
2,805
+789
+39% +$163K 0.04% 297
2025
Q3 		$410K Sell
2,016
-524
-21% -$104K 0.03% 330
2025
Q2 		$493K Sell
2,540
-610
-19% -$113K 0.04% 256
2025
Q1 		$593K Buy
3,150
+770
+32% +$147K 0.05% 220
2024
Q4 		$441K Buy
2,380
+69
+3% +$13.2K 0.04% 250
2024
Q3 		$439K Buy
2,311
+14
+0.6% +$2.55K 0.04% 236
2024
Q2 		$401K Sell
2,297
-9
-0.4% -$1.57K 0.04% 230
2024
Q1 		$413K Buy
2,306
+13
+0.6% +$2.2K 0.05% 218
2023
Q4 		$379K Buy
2,293
+482
+27% +$74.4K 0.04% 215
2023
Q3 		$275K Sell
1,811
-929
-34% -$147K 0.04% 227
2023
Q2 		$432K Buy
2,740
+922
+51% +$141K 0.05% 181
2023
Q1 		$277K Sell
1,818
-10
-0.5% -$1.54K 0.04% 219
2022
Q4 		$277K Buy
1,828
+54
+3% +$8.08K 0.04% 209
2022
Q3 		$241K Buy
+1,774
New +$267K 0.04% 204

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 22.9% 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

Soltis Investment Advisors's IWD Position: Q2 2026 in Review

Soltis Investment Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 0.64% in Q2 2026, buying an estimated $3.96K and bringing the position to 2,672 shares worth $648K. The position accounts for 0.04% of the portfolio, ranked #314.

Soltis Investment Advisors first reported a position in IWD in Q3 2022 and has held it in 16 quarters since. 1,981 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Soltis Investment Advisors held 2,672 shares of iShares Russell 1000 Value ETF worth $648K as of Q2 2026.
  • Soltis Investment Advisors bought 17 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $3.96K.
  • iShares Russell 1000 Value ETF made up 0.04% of Soltis Investment Advisors's portfolio in Q2 2026, its #314 holding.
  • Soltis Investment Advisors first reported a position in iShares Russell 1000 Value ETF in Q3 2022 and has held it in 16 quarters since.
  • 1,981 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.