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

Stratos Wealth 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 		$9.52M Buy
44,560
+1,299
+3% +$284K 0.58% 42
2025
Q4 		$9.1M Sell
43,261
-44,694
-51% -$9.23M 0.44% 58
2025
Q3 		$17.9M Sell
87,955
-558
-0.6% -$111K 0.86% 21
2025
Q2 		$17.2M Buy
88,513
+10,393
+13% +$1.92M 0.91% 20
2025
Q1 		$14.7M Buy
78,120
+1,223
+2% +$233K 0.8% 29
2024
Q4 		$14.2M Sell
76,897
-25,442
-25% -$4.88M 0.68% 34
2024
Q3 		$19.4M Buy
102,339
+31,743
+45% +$5.78M 0.89% 19
2024
Q2 		$12.3M Buy
70,596
+20,929
+42% +$3.66M 0.61% 38
2024
Q1 		$8.9M Sell
49,667
-2,213
-4% -$374K 0.53% 40
2023
Q4 		$8.57M Buy
51,880
+7,252
+16% +$1.12M 0.49% 36
2023
Q3 		$6.78M Buy
44,628
+472
+1% +$74.9K 0.45% 46
2023
Q2 		$6.97M Buy
44,156
+11,419
+35% +$1.75M 0.49% 40
2023
Q1 		$4.98M Sell
32,737
-298
-0.9% -$46K 0.38% 69
2022
Q4 		$5.01M Buy
33,035
+241
+0.7% +$36.1K 0.42% 60
2022
Q3 		$4.46M Sell
32,794
-679
-2% -$102K 0.47% 45
2022
Q2 		$4.85M Buy
33,473
+14,102
+73% +$2.21M 0.44% 52
2022
Q1 		$3.21M Buy
19,371
+13,575
+234% +$2.23M 0.26% 104
2021
Q4 		$973K Buy
5,796
+3,673
+173% +$602K 0.07% 286
2021
Q3 		$332K Buy
2,123
+67
+3% +$10.7K 0.03% 415
2021
Q2 		$326K Buy
2,056
+715
+53% +$113K 0.03% 424
2021
Q1 		$203K Buy
+1,341
New +$194K 0.02% 462
2020
Q2 		– Sell
-924
Closed -$92K – 320
2020
Q1 		$92K Buy
+924
New +$115K 0.07% 170
2019
Q4 		– Sell
-2,214
Closed -$284K – 204
2019
Q3 		$284K Buy
2,214
+72
+3% +$9.15K 0.11% 189
2019
Q2 		$273K Sell
2,142
-24
-1% -$3K 0.11% 193
2019
Q1 		$268K Sell
2,166
-95
-4% -$11.4K 0.14% 171
2018
Q4 		$251K Buy
+2,261
New +$271K 0.17% 159

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

Stratos Wealth Advisors's IWD Position: Q1 2026 in Review

Stratos Wealth Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 3% in Q1 2026, buying an estimated $284K and bringing the position to 44,560 shares worth $9.52M. The position accounts for 0.58% of the portfolio, ranked #42.

Stratos Wealth Advisors first reported a position in IWD in Q4 2018 and has held it in 26 quarters since. The position peaked at $19.4M in Q3 2024. 1,900 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Stratos Wealth Advisors held 44,560 shares of iShares Russell 1000 Value ETF worth $9.52M as of Q1 2026.
  • Stratos Wealth Advisors bought 1,299 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $284K.
  • iShares Russell 1000 Value ETF made up 0.58% of Stratos Wealth Advisors's portfolio in Q1 2026, its #42 holding.
  • Stratos Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2018 and has held it in 26 quarters since.
  • Stratos Wealth Advisors's iShares Russell 1000 Value ETF position peaked at $19.4M in Q3 2024.
  • 1,900 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.