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

True Link 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 		$250K Sell
1,033
-276
-21% -$64.3K 0.01% 90
2026
Q1 		$280K Buy
1,309
+114
+10% +$25K 0.02% 76
2025
Q4 		$251K Buy
1,195
+85
+8% +$17.6K 0.02% 95
2025
Q3 		$226K Buy
+1,110
New +$221K 0.01% 82
2025
Q2 		– Sell
-5,398
Closed -$1.02M – 100
2025
Q1 		$1.02M Buy
+5,398
New +$1.03M 0.08% 34
2024
Q2 		– Sell
-1,873
Closed -$335K – 68
2024
Q1 		$335K Hold
1,873
– – 0.03% 52
2023
Q4 		$310K Buy
1,873
+13
+0.7% +$2.01K 0.03% 49
2023
Q3 		$282K Buy
1,860
+66
+4% +$10.5K 0.03% 94
2023
Q2 		$283K Sell
1,794
-130
-7% -$19.9K 0.03% 102
2023
Q1 		$293K Buy
1,924
+130
+7% +$20.1K 0.04% 106
2022
Q4 		$272K Sell
1,794
-58
-3% -$8.68K 0.04% 110
2022
Q3 		$252K Hold
1,852
– – 0.04% 120
2022
Q2 		$268K Hold
1,852
– – 0.04% 112
2022
Q1 		$307K Buy
1,852
+1,488
+409% +$244K 0.04% 107
2021
Q4 		$61K Sell
364
-68
-16% -$11.1K 0.01% 444
2021
Q3 		$68K Hold
432
– – 0.01% 428
2021
Q2 		$69K Sell
432
-96
-18% -$15.2K 0.01% 387
2021
Q1 		$80K Hold
528
– – 0.01% 437
2020
Q4 		$72K Buy
+528
New +$67.7K 0.01% 486

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

True Link Financial Advisors's IWD Position: Q2 2026 in Review

True Link Financial Advisors reduced its iShares Russell 1000 Value ETF (IWD) stake by 21% in Q2 2026, selling an estimated $64.3K and leaving 1,033 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #90.

True Link Financial Advisors first reported a position in IWD in Q4 2020 and has held it in 19 quarters since. The position peaked at $1.02M in Q1 2025. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • True Link Financial Advisors held 1,033 shares of iShares Russell 1000 Value ETF worth $250K as of Q2 2026.
  • True Link Financial Advisors sold 276 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $64.3K.
  • iShares Russell 1000 Value ETF made up 0.01% of True Link Financial Advisors's portfolio in Q2 2026, its #90 holding.
  • True Link Financial Advisors first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and has held it in 19 quarters since.
  • True Link Financial Advisors's iShares Russell 1000 Value ETF position peaked at $1.02M in Q1 2025.
  • 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.