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

Sylvest 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 		$32.1M Buy
132,225
+9,999
+8% +$2.33M 14.45% 1
2026
Q1 		$26.1M Buy
122,226
+4,776
+4% +$1.05M 13.89% 1
2025
Q4 		$24.7M Buy
117,450
+14,464
+14% +$2.99M 13.18% 1
2025
Q3 		$21M Sell
102,986
-1,573
-2% -$313K 11.26% 1
2025
Q2 		$20.3M Buy
104,559
+714
+0.7% +$132K 11.7% 1
2025
Q1 		$19.5M Buy
103,845
+1,213
+1% +$231K 12.22% 1
2024
Q4 		$19M Buy
+102,632
New +$19.7M 11.68% 1

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

Sylvest Advisors's IWD Position: Q2 2026 in Review

Sylvest Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 8.2% in Q2 2026, buying an estimated $2.33M and bringing the position to 132,225 shares worth $32.1M. The position accounts for 14.45% of the portfolio, ranked #1.

Sylvest Advisors first reported a position in IWD in Q4 2024 and has held it in 7 quarters since. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Sylvest Advisors held 132,225 shares of iShares Russell 1000 Value ETF worth $32.1M as of Q2 2026.
  • Sylvest Advisors bought 9,999 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $2.33M.
  • iShares Russell 1000 Value ETF made up 14.45% of Sylvest Advisors's portfolio in Q2 2026, its #1 holding.
  • Sylvest Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Sylvest Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.