Toth Financial Advisory’s iShares Russell 1000 Value ETF IWD Stock Holding History

Toth Financial Advisory’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	$4.85K	Hold	20	–	–	﹤0.01%	662
2026 Q1	$4.27K	Hold	20	–	–	﹤0.01%	656
2025 Q4	$4.21K	Hold	20	–	–	﹤0.01%	651
2025 Q3	$4.07K	Hold	20	–	–	﹤0.01%	635
2025 Q2	$3.88K	Hold	20	–	–	﹤0.01%	578
2025 Q1	$3.76K	Hold	20	–	–	﹤0.01%	545
2024 Q4	$3.7K	Hold	20	–	–	﹤0.01%	536
2024 Q3	$3.8K	Hold	20	–	–	﹤0.01%	541
2024 Q2	$3.49K	Hold	20	–	–	﹤0.01%	553
2024 Q1	$3.58K	Hold	20	–	–	﹤0.01%	553
2023 Q4	$3.31K	Hold	20	–	–	﹤0.01%	568
2023 Q3	$3.04K	Hold	20	–	–	﹤0.01%	594
2023 Q2	$3.16K	Hold	20	–	–	﹤0.01%	592
2023 Q1	$3.05K	Hold	20	–	–	﹤0.01%	602
2022 Q4	$3.03K	Hold	20	–	–	﹤0.01%	548
2022 Q3	$3K	Hold	20	–	–	﹤0.01%	601
2022 Q2	$3K	Hold	20	–	–	﹤0.01%	561
2022 Q1	$3K	Sell	20 -57	-74%	-$9.36K	﹤0.01%	591
2021 Q4	$13K	Buy	77 +57	+285%	+$9.34K	﹤0.01%	459
2021 Q3	$3K	Hold	20	–	–	﹤0.01%	610
2021 Q2	$3K	Hold	20	–	–	﹤0.01%	552
2021 Q1	$3K	Hold	20	–	–	﹤0.01%	555
2020 Q4	$3K	Hold	20	–	–	﹤0.01%	499
2020 Q3	$2K	Hold	20	–	–	﹤0.01%	484
2020 Q2	$2K	Hold	20	–	–	﹤0.01%	471
2020 Q1	$2K	Sell	20 -41	-67%	-$5.11K	﹤0.01%	392
2019 Q4	$8K	Hold	61	–	–	﹤0.01%	326
2019 Q3	$8K	Hold	61	–	–	﹤0.01%	327
2019 Q2	$8K	Hold	61	–	–	﹤0.01%	332
2019 Q1	$8K	Hold	61	–	–	﹤0.01%	316
2018 Q4	$7K	Hold	61	–	–	﹤0.01%	303
2018 Q3	$8K	Hold	61	–	–	﹤0.01%	329
2018 Q2	$7K	Hold	61	–	–	﹤0.01%	336
2018 Q1	$7K	Hold	61	–	–	﹤0.01%	339
2017 Q4	$8K	Buy	+61	New	+$7.39K	﹤0.01%	332

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Toth Financial Advisory's IWD Position: Q2 2026 in Review

Toth Financial Advisory held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 20 shares worth $4.85K. The position accounts for ﹤0.01% of the portfolio, ranked #662.

Toth Financial Advisory first reported a position in IWD in Q4 2017 and has held it in 35 quarters since. The position peaked at $13K in Q4 2021. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Toth Financial Advisory held 20 shares of iShares Russell 1000 Value ETF worth $4.85K as of Q2 2026.
Toth Financial Advisory left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #662 holding.
Toth Financial Advisory first reported a position in iShares Russell 1000 Value ETF in Q4 2017 and has held it in 35 quarters since.
Toth Financial Advisory's iShares Russell 1000 Value ETF position peaked at $13K in Q4 2021.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.