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

Sovran 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 		$1.05M Hold
4,165
– – 0.08% 255
2026
Q1 		$963K Buy
4,165
+132
+3% +$28.9K 0.08% 253
2025
Q4 		$884K Hold
4,033
– – 0.08% 253
2025
Q3 		$822K Buy
4,033
+82
+2% +$16.3K 0.07% 249
2025
Q2 		$773K Buy
3,951
+1,080
+38% +$200K 0.08% 244
2025
Q1 		$506K Sell
2,871
-85
-3% -$16.2K 0.07% 284
2024
Q4 		$552K Buy
+2,956
New +$567K 0.08% 240

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

Sovran Advisors's IWD Position: Q2 2026 in Review

Sovran Advisors held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 4,165 shares worth $1.05M. The position accounts for 0.08% of the portfolio, ranked #255.

Sovran Advisors first reported a position in IWD in Q4 2024 and has held it in 7 quarters since. 1,975 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Sovran Advisors held 4,165 shares of iShares Russell 1000 Value ETF worth $1.05M as of Q2 2026.
  • Sovran Advisors left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Value ETF made up 0.08% of Sovran Advisors's portfolio in Q2 2026, its #255 holding.
  • Sovran Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,975 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.