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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
Q2 		$9.17M Sell
37,836
-6,724
-15% -$1.57M 0.5% 49
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 $1.55T 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

Stratos Wealth Advisors's IWD Position: Q2 2026 in Review

Stratos Wealth Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 15% in Q2 2026, selling an estimated $1.57M and leaving 37,836 shares worth $9.17M. The position accounts for 0.5% of the portfolio, ranked #49.

Stratos Wealth Advisors first reported a position in IWD in Q4 2018 and has held it in 27 quarters since. The position peaked at $19.4M in Q3 2024. 1,980 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Stratos Wealth Advisors held 37,836 shares of iShares Russell 1000 Value ETF worth $9.17M as of Q2 2026.
  • Stratos Wealth Advisors sold 6,724 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $1.57M.
  • iShares Russell 1000 Value ETF made up 0.5% of Stratos Wealth Advisors's portfolio in Q2 2026, its #49 holding.
  • Stratos Wealth Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2018 and has held it in 27 quarters since.
  • Stratos Wealth Advisors's iShares Russell 1000 Value ETF position peaked at $19.4M in Q3 2024.
  • 1,980 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.