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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
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 $1.37T 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

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

Soltis Investment Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 5.3% in Q1 2026, selling an estimated $32.8K and leaving 2,655 shares worth $567K. The position accounts for 0.04% of the portfolio, ranked #320.

Soltis Investment Advisors first reported a position in IWD in Q3 2022 and has held it in 15 quarters since. The position peaked at $593K in Q1 2025. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Soltis Investment Advisors held 2,655 shares of iShares Russell 1000 Value ETF worth $567K as of Q1 2026.
  • Soltis Investment Advisors sold 150 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $32.8K.
  • iShares Russell 1000 Value ETF made up 0.04% of Soltis Investment Advisors's portfolio in Q1 2026, its #320 holding.
  • Soltis Investment Advisors first reported a position in iShares Russell 1000 Value ETF in Q3 2022 and has held it in 15 quarters since.
  • Soltis Investment Advisors's iShares Russell 1000 Value ETF position peaked at $593K in Q1 2025.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.