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Sound View Wealth Advisors Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Sound View Wealth Advisors 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 		$1.71M Hold
7,993
– – 0.12% 138
2025
Q4 		$1.68M Sell
7,993
-70
-0.9% -$14.5K 0.11% 143
2025
Q3 		$1.64M Buy
8,063
+88
+1% +$17.5K 0.11% 148
2025
Q2 		$1.55M Sell
7,975
-125
-2% -$23.1K 0.11% 146
2025
Q1 		$1.52M Sell
8,100
-1,063
-12% -$202K 0.13% 141
2024
Q4 		$1.7M Sell
9,163
-301
-3% -$57.7K 0.14% 132
2024
Q3 		$1.8M Buy
9,464
+2,326
+33% +$424K 0.15% 131
2024
Q2 		$1.25M Sell
7,138
-214
-3% -$37.4K 0.13% 141
2024
Q1 		$1.32M Sell
7,352
-650
-8% -$110K 0.14% 139
2023
Q4 		$1.32M Buy
8,002
+14
+0.2% +$2.16K 0.15% 136
2023
Q3 		$1.21M Buy
7,988
+109
+1% +$17.3K 0.15% 128
2023
Q2 		$1.24M Sell
7,879
-265
-3% -$40.5K 0.16% 123
2023
Q1 		$1.24M Buy
8,144
+142
+2% +$21.9K 0.17% 122
2022
Q4 		$1.32M Buy
8,002
+477
+6% +$71.4K 0.15% 136
2022
Q3 		$1.02M Buy
7,525
+100
+1% +$15K 0.23% 105
2022
Q2 		$1.08M Sell
7,425
-264
-3% -$41.3K 0.23% 109
2022
Q1 		$1.28M Sell
7,689
-138
-2% -$22.7K 0.24% 102
2021
Q4 		$1.31M Sell
7,827
-400
-5% -$65.5K 0.25% 99
2021
Q3 		$1.29M Buy
8,227
+203
+3% +$32.5K 0.27% 95
2021
Q2 		$1.27M Buy
8,024
+1,386
+21% +$219K 0.27% 95
2021
Q1 		$1.01M Buy
6,638
+291
+5% +$42.1K 0.23% 99
2020
Q4 		$868K Sell
6,347
-615
-9% -$78.9K 0.21% 106
2020
Q3 		$822K Sell
6,962
-150
-2% -$17.8K 0.22% 106
2020
Q2 		$801K Sell
7,112
-450
-6% -$49.5K 0.23% 105
2020
Q1 		$750K Sell
7,562
-2,908
-28% -$362K 0.26% 97
2019
Q4 		$1.43M Sell
10,470
-22
-0.2% -$2.9K 0.4% 76
2019
Q3 		$1.35M Sell
10,492
-783
-7% -$99.5K 0.4% 77
2019
Q2 		$1.43M Buy
+11,275
New +$1.41M 0.42% 71

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

Sound View Wealth Advisors Group's IWD Position: Q1 2026 in Review

Sound View Wealth Advisors Group held its iShares Russell 1000 Value ETF (IWD) position steady in Q1 2026 at 7,993 shares worth $1.71M. The position accounts for 0.12% of the portfolio, ranked #138.

Sound View Wealth Advisors Group first reported a position in IWD in Q2 2019 and has held it in 28 quarters since. The position peaked at $1.8M in Q3 2024. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Sound View Wealth Advisors Group held 7,993 shares of iShares Russell 1000 Value ETF worth $1.71M as of Q1 2026.
  • Sound View Wealth Advisors Group left its iShares Russell 1000 Value ETF share count unchanged in Q1 2026.
  • iShares Russell 1000 Value ETF made up 0.12% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #138 holding.
  • Sound View Wealth Advisors Group first reported a position in iShares Russell 1000 Value ETF in Q2 2019 and has held it in 28 quarters since.
  • Sound View Wealth Advisors Group's iShares Russell 1000 Value ETF position peaked at $1.8M in Q3 2024.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.