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

Tobias Financial 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 		$3.96M Sell
16,320
-135
-0.8% -$31.4K 0.5% 31
2026
Q1 		$3.52M Sell
16,455
-692
-4% -$152K 0.49% 33
2025
Q4 		$3.61M Sell
17,147
-241
-1% -$49.8K 0.51% 34
2025
Q3 		$3.54M Buy
17,388
+248
+1% +$49.3K 0.54% 34
2025
Q2 		$3.33M Buy
17,140
+4,957
+41% +$918K 0.57% 31
2025
Q1 		$2.29M Buy
12,183
+1,635
+16% +$311K 0.45% 36
2024
Q4 		$1.95M Sell
10,548
-410
-4% -$78.6K 0.39% 38
2024
Q3 		$2.08M Sell
10,958
-71
-0.6% -$12.9K 0.42% 35
2024
Q2 		$1.92M Sell
11,029
-20
-0.2% -$3.5K 0.41% 37
2024
Q1 		$1.98M Sell
11,049
-50
-0.5% -$8.46K 0.45% 36
2023
Q4 		$1.83M Sell
11,099
-316
-3% -$48.8K 0.45% 36
2023
Q3 		$1.73M Sell
11,415
-188
-2% -$29.8K 0.45% 42
2023
Q2 		$1.83M Sell
11,603
-158
-1% -$24.2K 0.49% 38
2023
Q1 		$1.79M Sell
11,761
-1,517
-11% -$234K 0.53% 37
2022
Q4 		$2.01M Sell
13,278
-144
-1% -$21.6K 0.66% 37
2022
Q3 		$1.82M Sell
13,422
-625
-4% -$93.9K 0.64% 35
2022
Q2 		$2.04M Buy
14,047
+4,611
+49% +$721K 0.68% 36
2022
Q1 		$1.57M Buy
+9,436
New +$1.55M 0.54% 37
2021
Q4 		– Sell
-9,480
Closed -$1.48M – 91
2021
Q3 		$1.48M Buy
9,480
+95
+1% +$15.2K 0.55% 35
2021
Q2 		$1.49M Sell
9,385
-136
-1% -$21.5K 0.59% 35
2021
Q1 		$1.44M Sell
9,521
-3,182
-25% -$460K 0.61% 35
2020
Q4 		$1.74M Sell
12,703
-413
-3% -$53K 0.79% 27
2020
Q3 		$1.55M Sell
13,116
-10,174
-44% -$1.21M 0.85% 28
2020
Q2 		$2.62M Sell
23,290
-17,014
-42% -$1.87M 1.54% 16
2020
Q1 		$4M Sell
40,304
-649
-2% -$80.9K 2.89% 7
2019
Q4 		$5.59M Buy
+40,953
New +$5.4M 3.58% 7

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

Tobias Financial Advisors's IWD Position: Q2 2026 in Review

Tobias Financial Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.82% in Q2 2026, selling an estimated $31.4K and leaving 16,320 shares worth $3.96M. The position accounts for 0.5% of the portfolio, ranked #31.

Tobias Financial Advisors first reported a position in IWD in Q4 2019 and has held it in 26 quarters since. The position peaked at $5.59M in Q4 2019. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Tobias Financial Advisors held 16,320 shares of iShares Russell 1000 Value ETF worth $3.96M as of Q2 2026.
  • Tobias Financial Advisors sold 135 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $31.4K.
  • iShares Russell 1000 Value ETF made up 0.5% of Tobias Financial Advisors's portfolio in Q2 2026, its #31 holding.
  • Tobias Financial Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and has held it in 26 quarters since.
  • Tobias Financial Advisors's iShares Russell 1000 Value ETF position peaked at $5.59M in Q4 2019.
  • 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Tobias Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.