Summit Investment Advisory Services’s iShares Russell 1000 Value ETF IWD Stock Holding History

Summit Investment Advisory Services’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	$299K	Hold	1,399	–	–	0.11%	60
2025 Q4	$294K	Hold	1,399	–	–	0.11%	60
2025 Q3	$285K	Hold	1,399	–	–	0.11%	58
2025 Q2	$272K	Hold	1,399	–	–	0.12%	55
2025 Q1	$263K	Hold	1,399	–	–	0.13%	56
2024 Q4	$259K	Hold	1,399	–	–	0.13%	59
2024 Q3	$266K	Sell	1,399 -13,603	-91%	-$2.48M	0.14%	56
2024 Q2	$2.62M	Buy	15,002 +13,586	+959%	+$2.38M	3.08%	13
2024 Q1	$254K	Hold	1,416	–	–	0.15%	56
2023 Q4	$234K	Hold	1,416	–	–	0.15%	53
2023 Q3	$215K	Hold	1,416	–	–	0.16%	50
2023 Q2	$223K	Hold	1,416	–	–	0.15%	52
2023 Q1	$216K	Hold	1,416	–	–	0.15%	49
2022 Q4	$215K	Buy	+1,416	New	+$212K	0.26%	48

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Summit Investment Advisory Services's IWD Position: Q1 2026 in Review

Summit Investment Advisory Services held its iShares Russell 1000 Value ETF (IWD) position steady in Q1 2026 at 1,399 shares worth $299K. The position accounts for 0.11% of the portfolio, ranked #60.

Summit Investment Advisory Services first reported a position in IWD in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.62M in Q2 2024. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Summit Investment Advisory Services held 1,399 shares of iShares Russell 1000 Value ETF worth $299K as of Q1 2026.
Summit Investment Advisory Services left its iShares Russell 1000 Value ETF share count unchanged in Q1 2026.
iShares Russell 1000 Value ETF made up 0.11% of Summit Investment Advisory Services's portfolio in Q1 2026, its #60 holding.
Summit Investment Advisory Services first reported a position in iShares Russell 1000 Value ETF in Q4 2022 and has held it in 14 quarters since.
Summit Investment Advisory Services's iShares Russell 1000 Value ETF position peaked at $2.62M in Q2 2024.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Summit Investment Advisory Services's 13F filing for Q1 2026, filed 23 Apr 2026.