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

Sovereign 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
Q2 		$656K Buy
2,705
+32
+1% +$7.45K 0.1% 180
2026
Q1 		$571K Buy
2,673
+52
+2% +$11.4K 0.1% 185
2025
Q4 		$551K Hold
2,621
– – 0.1% 183
2025
Q3 		$534K Hold
2,621
– – 0.1% 175
2025
Q2 		$509K Sell
2,621
-108
-4% -$20K 0.1% 176
2025
Q1 		$513K Sell
2,729
-116
-4% -$22.1K 0.12% 156
2024
Q4 		$527K Hold
2,845
– – 0.12% 154
2024
Q3 		$540K Hold
2,845
– – 0.13% 152
2024
Q2 		$496K Sell
2,845
-65
-2% -$11.4K 0.12% 152
2024
Q1 		$521K Sell
2,910
-142
-5% -$24K 0.14% 147
2023
Q4 		$504K Sell
3,052
-258
-8% -$39.8K 0.15% 132
2023
Q3 		$503K Hold
3,310
– – 0.18% 121
2023
Q2 		$522K Buy
3,310
+207
+7% +$31.6K 0.17% 132
2023
Q1 		$472K Sell
3,103
-24
-0.8% -$3.71K 0.18% 134
2022
Q4 		$474K Sell
3,127
-29
-0.9% -$4.34K 0.19% 128
2022
Q3 		$429K Hold
3,156
– – 0.17% 115
2022
Q2 		$458K Buy
3,156
+108
+4% +$16.9K 0.18% 116
2022
Q1 		$506K Buy
3,048
+63
+2% +$10.3K 0.19% 114
2021
Q4 		$501K Buy
+2,985
New +$489K 0.2% 113

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

Sovereign Financial Group's IWD Position: Q2 2026 in Review

Sovereign Financial Group increased its iShares Russell 1000 Value ETF (IWD) stake by 1.2% in Q2 2026, buying an estimated $7.45K and bringing the position to 2,705 shares worth $656K. The position accounts for 0.1% of the portfolio, ranked #180.

Sovereign Financial Group first reported a position in IWD in Q4 2021 and has held it in 19 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Sovereign Financial Group held 2,705 shares of iShares Russell 1000 Value ETF worth $656K as of Q2 2026.
  • Sovereign Financial Group bought 32 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $7.45K.
  • iShares Russell 1000 Value ETF made up 0.1% of Sovereign Financial Group's portfolio in Q2 2026, its #180 holding.
  • Sovereign Financial Group first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.